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Berkshire Hathaway Class A

1,038 hedge funds and large institutions have $44.2B invested in Berkshire Hathaway Class A in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.43% more ownership

Funds ownership: 24.3%24.73% (+0.43%)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

8% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 111

1% less funds holding

Funds holding: 1,0501,038 (-12)

8% less funds holding in top 10

Funds holding in top 10: 123113 (-10)

24% less capital invested

Capital invested by funds: $58.2B → $44.2B (-$14.1B)

Holders
1,038
Holders Change
-12
Holders Change %
-1.14%
% of All Funds
17.49%
Holding in Top 10
113
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.13%
% of All Funds
1.9%
New
45
Increased
102
Reduced
111
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
176
IEQ Capital
California
$12.7M +$471K +1 +3%
7CM
177
7G Capital Management
New York
$12.3M
ACM
178
Aquamarine Capital Management
New York
$12.3M
GG
179
Gofen & Glossberg
Illinois
$12.3M
LWANC
180
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.3M
PIA
181
Perennial Investment Advisors
California
$12.3M
WTB
182
Washington Trust Bank
Washington
$12.3M
CWM
183
Circle Wealth Management
New Jersey
$12.1M
PNC
184
Park National Corp
Ohio
$11.9M
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$11.5M
SCP
186
Silverleafe Capital Partners
Tennessee
$11.5M
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$11M -$471K -1 -4%
BT
188
Brandywine Trust
Delaware
$11M
HA
189
Hofer & Associates
California
$11M
PMG
190
Private Management Group
California
$11M
SYBT
191
Stock Yards Bank & Trust
Kentucky
$11M +$3.77M +8 +42%
Aberdeen Group
192
Aberdeen Group
United Kingdom
$10.7M -$471K -1 -4%
CFG
193
Citizens Financial Group
Rhode Island
$10.6M
HWM
194
HB Wealth Management
Georgia
$10.6M +$471K +1 +4%
LKIM
195
Lawson Kroeker Investment Management
Nebraska
$10.6M +$5.65M +12 +86%
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$10.2M -$471K -1 -4%
DC
197
Davenport & Co
Virginia
$10.2M
UOMF
198
University of Maryland Foundation
Maryland
$10.2M
CIC
199
Chilton Investment Company
Connecticut
$10.2M +$1.41M +3 +14%
BSW
200
Buckingham Strategic Wealth
Missouri
$10.2M +$6.6M +14 +127%

BRK.A Hedge Fund Activity: Q2 2022 in Review

1,038 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2022, worth a combined $44.2B — down 24% from $58.2B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BRK.A and 45 opened new positions — a net loss of 3 holders — while 111 trimmed existing stakes and 102 added.

The largest buyer was Edge Capital Group, adding an estimated $5.15B. The largest seller was UBS Group, cutting an estimated $332M.

  • 1,038 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2022, down from 1,050 in Q1 2022.
  • Funds reported $44.2B of Berkshire Hathaway Class A stock for Q2 2022, down 24% quarter-over-quarter.
  • 45 funds opened new Berkshire Hathaway Class A positions in Q2 2022 and 48 closed out, a net change of -3 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2022 was Edge Capital Group, an estimated $5.15B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2022 was UBS Group, an estimated $332M sold.

Based on aggregated 13F filings for Q2 2022.