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Berkshire Hathaway Class A

1,035 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.87% more ownership

Funds ownership: 24.73%127.6% (+103%)

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

4% more funds holding in top 10

Funds holding in top 10: 113117 (+4)

0% less funds holding

Funds holding: 1,0381,035 (-3)

1% less capital invested

Capital invested by funds: $44.2B → $43.9B (-$239M)

38% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 120

38% less call options, than puts

Call options by funds: $31.9M | Put options by funds: $51.6M

Holders
1,035
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
17.83%
Holding in Top 10
117
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.54%
% of All Funds
2.02%
New
49
Increased
75
Reduced
120
Closed
37
Calls
$31.9M
Puts
$51.6M
Net Calls
-$19.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
201
Obermeyer Wealth Partners
Colorado
$9.76M +$1.71M +4 +20%
KAS
202
Kestra Advisory Services
Texas
$9.35M
SW
203
SVB Wealth
Massachusetts
$9.35M +$2.14M +5 +28%
LKIM
204
Lawson Kroeker Investment Management
Nebraska
$8.94M -$1.71M -4 -15%
AFIA
205
America First Investment Advisors
Nebraska
$8.94M
ACM
206
Ashford Capital Management
Delaware
$8.94M
CWM
207
Cahill Wealth Management
Michigan
$8.94M
JIC
208
JRM Investment Counsel
Nebraska
$8.94M
RFC
209
Regions Financial Corp
Alabama
$8.94M
TYCC
210
Texas Yale Capital Corp
Florida
$8.94M
WWM
211
Western Wealth Management
Colorado
$8.59M
RhumbLine Advisers
212
RhumbLine Advisers
Massachusetts
$8.54M +$856K +2 +11%
GC
213
Gibson Capital
Pennsylvania
$8.54M
ST
214
Smithfield Trust
Pennsylvania
$8.53M
GD
215
Grandfield & Dodd
New York
$8.13M
AMCA
216
Arthur M. Cohen & Associates
Illinois
$8.13M -$856K -2 -9%
ASA
217
Armstrong Shaw Associates
Connecticut
$8.13M
CB
218
Commerce Bank
Missouri
$8.13M
LA
219
LexAurum Advisors
Kansas
$8.13M
CFFP
220
Center for Financial Planning
Michigan
$7.72M
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$7.72M
PK
222
Pflug Koory
Nebraska
$7.72M
T. Rowe Price Associates
223
T. Rowe Price Associates
Maryland
$7.72M
AWS
224
Atria Wealth Solutions
New York
$7.32M -$20.6M -48 -73%
FNT
225
First Nebraska Trust
Nebraska
$7.32M

BRK.A Hedge Fund Activity: Q3 2022 in Review

1,035 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2022, worth a combined $43.9B — down 0.54% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BRK.A positions and 37 closed out — a net gain of 12 holders — while 75 added to existing stakes and 120 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $255B. The largest seller was Edge Capital Group, cutting an estimated $4.68B.

  • 1,035 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2022, down from 1,038 in Q2 2022.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2022, down 0.54% quarter-over-quarter.
  • 49 funds opened new Berkshire Hathaway Class A positions in Q3 2022 and 37 closed out, a net change of +12 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2022 was BNP Paribas Financial Markets, an estimated $255B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2022 was Edge Capital Group, an estimated $4.68B sold.

Based on aggregated 13F filings for Q3 2022.