We are live on ! Find out more
BRK.A icon

Berkshire Hathaway Class A
BRK.A

872 hedge funds and large institutions have $43.4B invested in Berkshire Hathaway Class A in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 24

9% more funds holding in top 10

Funds holding in top 10: 87 → 95 (+8)

9% more capital invested

Capital invested by funds: $40B → $43.4B (+$3.41B)

6% more funds holding

Funds holding: 821 → 872 (+51)

0.9% more ownership

Funds ownership: 22.65% → 23.55% (+0.9%)

35% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 115

Holders
872
Holders Change
+51
Holders Change %
+6.21%
% of All Funds
19.77%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
2.15%
New
84
Increased
75
Reduced
115
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SII
Silchester International Investors
United Kingdom
+$2.18B
2
VCP
Vista Capital Partners
Oregon
+$740M
3
MAA
Mraz Amerine & Associates
California
+$226M
4
Swedbank
Swedbank
Sweden
+$222M
5
Capital World Investors
Capital World Investors
California
+$191M

Top Sellers

Rank Fund Capital Flow
1
FAG
Financial Advisory Group
Texas
-$1.96B
2
BBHC
Brown Brothers Harriman & Co
New York
-$118M
3
SEI Investments
SEI Investments
Pennsylvania
-$43.9M
4
RCG
Ruane, Cunniff & Goldfarb
New York
-$42.2M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
801
Sharkey, Howes & Javer
Colorado
$298K – – –
SMC
802
Smith, Moore & Co
Missouri
$298K – – –
SSWM
803
Smith Salley Wealth Management
North Carolina
$298K – – –
SAM
804
Solaris Asset Management
New York
$298K – – –
SCM
805
Steadfast Capital Management
New York
$298K – – –
SCP
806
Steamboat Capital Partners
New York
$298K – – –
SYBT
807
Stock Yards Bank & Trust
Kentucky
$298K – – –
Sumitomo Mitsui Trust Group
808
Sumitomo Mitsui Trust Group
Japan
$298K – – –
TTWM
809
TCV Trust & Wealth Management
Virginia
$298K – – –
Thrivent Financial for Lutherans
810
Thrivent Financial for Lutherans
Minnesota
$298K – – –
TF
811
Tompkins Financial
New York
$298K – – –
TCM
812
Tufton Capital Management
Maryland
$298K – – –
VHAM
813
Van Hulzen Asset Management
California
$298K – – –
VWM
814
Venturi Wealth Management
Texas
$298K – – –
VCM
815
Vision Capital Management
Oregon
$298K – – –
WPC
816
Waters Parkerson & Co
Louisiana
$298K – – –
WAM
817
Wealthspire Advisors (Maryland)
Maryland
$298K – – –
WI
818
Wedgewood Investors
Pennsylvania
$298K – – –
WDA
819
Wendell David Associates
New Hampshire
$298K – – –
WSFS
820
Wilmington Savings Fund Society
Delaware
$298K – – –
WA1
821
Wimmer Associates 1
California
$298K – – –
YMRC
822
Yorktown Management & Research Company
Virginia
$298K – – –
1IA
823
1834 Investment Advisors
Wisconsin
$298K +$285K +1 New
ATFA
824
All Terrain Financial Advisors
Minnesota
$298K +$285K +1 New
BC
825
Barnett & Company
Tennessee
$298K +$285K +1 New
31 32
33
34 35

BRK.A Hedge Fund Activity: Q4 2017 in Review

872 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2017, worth a combined $43.4B — up 8.5% from $40B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BRK.A positions and 24 closed out — a net gain of 60 holders — while 75 added to existing stakes and 115 trimmed.

The largest buyer was Silchester International Investors, opening a new position worth an estimated $2.18B. The largest seller was Financial Advisory Group, cutting an estimated $1.96B.

  • 872 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2017, up from 821 in Q3 2017.
  • Funds reported $43.4B of Berkshire Hathaway Class A stock for Q4 2017, up 8.5% quarter-over-quarter.
  • 84 funds opened new Berkshire Hathaway Class A positions in Q4 2017 and 24 closed out, a net change of +60 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2017 was Silchester International Investors, an estimated $2.18B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2017 was Financial Advisory Group, an estimated $1.96B sold.

Based on aggregated 13F filings for Q4 2017.