19 hedge funds and family offices disclose a BA position in their latest SEC 13F filing — combined $1.23B in market value. Of those, 5 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 3,953,087 | $858.3M | 2.28% | 2025-12-31 |
| 2 | Bruce Berkowitz | Fairholme Capital Management LLC | 5,554,744 | $236.1M | 3.32% | 2009-06-30 |
| 3 | Harry Burn | Sound Shore Management Inc /CT/ | 371,498 | $96.8M | 3.36% | 2023-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 99,200 | $13.5M | 0.90% | 2013-12-31 |
| 5 | George Soros | Soros Fund Management LLC | 53,818 | $9.5M | 0.17% | 2024-12-31 |
| 6 | Michael Burry | Scion Asset Management, LLC | 60,000 | $8.9M | 11.37% | 2020-03-31 |
| 7 | Mark Hillman | Hillman Capital Management Inc | 25,427 | $5.5M | 3.47% | 2025-12-31 |
| 8 | Ray Dalio | Bridgewater Associates LP | 6,453 | $1.4M | 0.01% | 2025-09-30 |
| 9 | Mairs & Power | Mairs & Power Inc | 2,270 | $493K | 0.00% | 2025-12-31 |
| 10 | Egerton Capital | Egerton Capital (UK) LLP | 911,396 | $348K | 2.46% | 2019-03-31 |
| 11 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 1,094 | $211K | 0.03% | 2024-03-31 |
| 12 | Thomas Russo | Gardner Russo & Quinn LLC | 350 | $103K | 0.00% | 2017-12-31 |
| 13 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 312 | $68K | 0.01% | 2025-12-31 |
| 14 | Tom Gayner | Markel Group Inc. | 94,400 | $14K | 0.26% | 2020-03-31 |
| 15 | Christopher Davis | Davis Selected Advisers, LP | 53,386 | $6K | 0.02% | 2013-09-30 |
| 16 | Lee Ainslie | Maverick Capital Ltd | 15,840 | $5K | 0.07% | 2018-12-31 |
| 17 | Torray Funds | Torray Investment Partners LLC | 4,992 | $2K | 0.28% | 2019-12-31 |
| 18 | Steven Romick | First Pacific Advisors LP | 3,275 | $1K | 0.01% | 2019-12-31 |
| 19 | David Rolfe | Wedgewood Partners Inc | 2,775 | $585 | 0.09% | 2023-06-30 |
As of the latest 13F window, 19 tracked superinvestors hold BA. The largest disclosed position is Viking Global at $858.3M (2.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying BA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
