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Berkshire Hathaway Class A
BRK.A

1,050 hedge funds and large institutions have $58.2B invested in Berkshire Hathaway Class A in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $50.3B → $58.2B (+$7.95B)

7% more funds holding in top 10

Funds holding in top 10: 115 → 123 (+8)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% less funds holding

Funds holding: 1,053 → 1,050 (-3)

43% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 129

1,597.75% less ownership

Funds ownership: 1,622.06% → 24.3% (-1,598%)

Holders
1,050
Holders Change
-3
Holders Change %
-0.28%
% of All Funds
16.56%
Holding in Top 10
123
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.96%
% of All Funds
1.94%
New
50
Increased
73
Reduced
129
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFO
Allie Family Office
Florida
+$4.14B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$1.5B
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$1.44B
4
VF
Virtu Financial
New York
+$268M
5
Norges Bank
Norges Bank
Norway
+$159M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$534M
2
Renaissance Technologies
Renaissance Technologies
New York
-$409M
3
HCA
Hyperion Capital Advisors
New York
-$162M
4
DPI
Diversified Portfolios Inc
Michigan
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
201
Ashford Capital Management
Delaware
$11.6M – – –
JIC
202
JRM Investment Counsel
Nebraska
$11.6M – – –
RFC
203
Regions Financial Corp
Alabama
$11.6M – – –
TYCC
204
Texas Yale Capital Corp
Florida
$11.6M – – –
CIC
205
Chilton Investment Company
Connecticut
$11.6M +$2.43M +5 +29%
CWM
206
Cahill Wealth Management
Michigan
$11.6M +$10.7M +22 New
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$11.4M -$485K -1 -5%
ST
208
Smithfield Trust
Pennsylvania
$11.1M +$485K +1 +5%
M&T Bank
209
M&T Bank
New York
$11.1M – – –
AFIA
210
America First Investment Advisors
Nebraska
$11.1M – – –
CIBC World Market
211
CIBC World Market
Ontario, Canada
$11.1M – – –
LA
212
LexAurum Advisors
Kansas
$11.1M – – –
GC
213
Gibson Capital
Pennsylvania
$11.1M – – –
GD
214
Grandfield & Dodd
New York
$10.6M -$485K -1 -5%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$10.6M – – –
ASA
216
Armstrong Shaw Associates
Connecticut
$10.6M – – –
SBH
217
Segall Bryant & Hamill
Illinois
$10.1M -$485K -1 -5%
CB
218
Commerce Bank
Missouri
$10.1M – – –
WWM
219
Western Wealth Management
Colorado
$10M -$485K -1 -5%
CFFP
220
Center for Financial Planning
Michigan
$10M – – –
PK
221
Pflug Koory
Nebraska
$10M – – –
SYBT
222
Stock Yards Bank & Trust
Kentucky
$10M – – –
T. Rowe Price Associates
223
T. Rowe Price Associates
Maryland
$10M – – –
WIC
224
Whitegate Investment Counselors
New Hampshire
$10M – – –
AAM
225
AR Asset Management
California
$9.52M – – –
7 8
9
10 11

BRK.A Hedge Fund Activity: Q1 2022 in Review

1,050 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2022, worth a combined $58.2B — up 16% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 46 closed out — a net gain of 4 holders — while 73 added to existing stakes and 129 trimmed.

The largest buyer was Allie Family Office, opening a new position worth an estimated $4.14B. The largest seller was Traphagen Investment Advisors, cutting an estimated $534M.

  • 1,050 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2022, down from 1,053 in Q4 2021.
  • Funds reported $58.2B of Berkshire Hathaway Class A stock for Q1 2022, up 16% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q1 2022 and 46 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2022 was Allie Family Office, an estimated $4.14B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2022 was Traphagen Investment Advisors, an estimated $534M sold.

Based on aggregated 13F filings for Q1 2022.