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Berkshire Hathaway Class 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: 8795 (+8)

9% more capital invested

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

6% more funds holding

Funds holding: 821872 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
826
Bedel Financial Consulting
Indiana
$298K +$285K +1 New
B
827
Bellecapital
Switzerland
$298K +$285K +1 New
BWM
828
BerganKDV Wealth Management
Minnesota
$298K +$285K +1 New
BC
829
Burney Company
Virginia
$298K +$285K +1 New
CWM
830
Calamos Wealth Management
Illinois
$298K +$285K +1 New
CPC
831
Congress Park Capital
New York
$298K +$285K +1 New
DBRC
832
D.B. Root & Company
Pennsylvania
$298K +$285K +1 New
EF
833
Exeter Financial
Arizona
$298K +$285K +1 New
FA
834
FC Advisory
Pennsylvania
$298K +$285K +1 New
FPGK
835
Financial Partners Group (Kansas)
Kansas
$298K +$285K +1 New
GFP
836
Gryphon Financial Partners
Ohio
$298K +$285K +1 New
KWA
837
KCS Wealth Advisory
California
$298K +$285K +1 New
KC
838
KHP Capital
Oklahoma
$298K +$285K +1 New
KA
839
Kovack Advisors
Florida
$298K +$285K +1 New
LFS
840
Lutz Financial Services
Nebraska
$298K +$285K +1 New
MFG
841
Monte Financial Group
Connecticut
$298K +$285K +1 New
NL
842
NVWM LLC
Pennsylvania
$298K +$285K +1 New
SS
843
Simplicity Solutions
Minnesota
$298K +$285K +1 New
TC
844
Trilogy Capital
California
$298K +$285K +1 New
WCAMG
845
Woodard & Company Asset Management Group
North Carolina
$298K +$285K +1 New
PAM
846
Premier Asset Management
Illinois
$298K +$27.1M +95 +1,900%
PAM
847
Pegasus Asset Management
New York
$298K +$28.5M +100 New
WEC
848
Winslow Evans & Crocker
Massachusetts
$298K
TBA
849
Tower Bridge Advisors
Pennsylvania
$298K
AWA
850
Artemis Wealth Advisors
New York
$298K +$28.5M +100 New

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.