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

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
SRC
176
Shufro Rose & Co
New York
$9.52M
ANTB
177
AMG National Trust Bank
Colorado
$9.23M
GG
178
Gofen & Glossberg
Illinois
$9.23M
PMG
179
Private Management Group
California
$9.23M
WTB
180
Washington Trust Bank
Washington
$9.23M
ACM
181
Aquamarine Capital Management
New York
$8.93M
LPC
182
Loeb Partners Corp
New York
$8.93M
MFAM
183
Motley Fool Asset Management
Virginia
$8.93M
PA
184
Perennial Advisors
New York
$8.93M
YAM
185
Yacktman Asset Management
Texas
$8.93M
HFS
186
HL Financial Services
Kentucky
$8.93M +$285K +1 +3%
RJFSA
187
Raymond James Financial Services Advisors
Florida
$8.93M +$285K +1 +3%
CA
188
Commerzbank Aktiengesellschaft
Germany
$8.93M +$570K +2 +7%
SFM
189
Signature Financial Management
Virginia
$8.33M
AFIA
190
America First Investment Advisors
Nebraska
$8.33M +$7.97M +28 New
CTC
191
Central Trust Company
Missouri
$8.04M -$285K -1 -4%
HAI
192
Hennessy Advisors Inc
California
$8.04M -$570K -2 -7%
NCM
193
Northside Capital Management
Oregon
$8.04M +$4.27M +15 +125%
GI
194
GAMCO Investors
Connecticut
$7.74M
SAA
195
Southeast Asset Advisors
Georgia
$7.74M
DC
196
Davenport & Co
Virginia
$7.74M
BWM
197
BigSur Wealth Management
Florida
$7.44M -$285K -1 -4%
FNT
198
First Nebraska Trust
Nebraska
$7.14M +$285K +1 +4%
LPL Financial
199
LPL Financial
California
$7.14M -$570K -2 -8%
FC
200
Fiduciary Counselling
Minnesota
$7.14M

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.