Berkshire Hathaway Class A
BRK.A
1,054 hedge funds and large institutions have $50.4B invested in Berkshire Hathaway Class A in 2021 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 72 increasing their positions, 133 reducing their positions, and 37 closing their positions.
219% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 37
19% more funds holding in top 10
Funds holding in top 10: 97 → 115 (+18)
11% more capital invested
Capital invested by funds: $45.6B → $50.4B (+$4.8B)
6% more funds holding
Funds holding: 993 → 1,054 (+61)
0.75% more ownership
Funds ownership: 19.38% → 20.13% (+0.75%)
46% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 133
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIC
Whitegate Investment Counselors
Concord,
New Hampshire
|
+$820M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
+$317M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$302M |
| 4 |
First Manhattan
New York
|
+$255M |
| 5 |
Renaissance Technologies
New York
|
+$224M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
-$430M |
| 2 |
BIM
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
-$236M |
| 3 |
VCP
Vista Capital Partners
Portland,
Oregon
|
-$180M |
| 4 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$170M |
| 5 |
SVCF
Silicon Valley Community Foundation
Mountain View,
California
|
-$113M |
BRK.A Hedge Fund Activity: Q4 2021 in Review
1,054 of the 6,520 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2021, worth a combined $50.4B — up 11% from $45.6B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new BRK.A positions and 37 closed out — a net gain of 81 holders — while 72 added to existing stakes and 133 trimmed.
The largest buyer was Whitegate Investment Counselors, opening a new position worth an estimated $820M. The largest seller was ALPS Advisors, exiting entirely with an estimated $430M sold.
- 1,054 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2021, up from 993 in Q3 2021.
- Funds reported $50.4B of Berkshire Hathaway Class A stock for Q4 2021, up 11% quarter-over-quarter.
- 118 funds opened new Berkshire Hathaway Class A positions in Q4 2021 and 37 closed out, a net change of +81 holders.
- The largest Berkshire Hathaway Class A buyer in Q4 2021 was Whitegate Investment Counselors, an estimated $820M added.
- The largest Berkshire Hathaway Class A seller in Q4 2021 was ALPS Advisors, an estimated $430M sold.
Based on aggregated 13F filings for Q4 2021.