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Berkshire Hathaway Class B

4,561 hedge funds and large institutions have $468B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,903 increasing their positions, 1,805 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 107

52% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $7.32B

27% more funds holding in top 10

Funds holding in top 10: 732932 (+200)

19% more capital invested

Capital invested by funds: $395B → $468B (+$73.4B)

5% more repeat investments, than reductions

Existing positions increased: 1,903 | Existing positions reduced: 1,805

1% more funds holding

Funds holding: 4,5194,561 (+42)

0% less ownership

Funds ownership: 65.74%65.74% (-0%)

Holders
4,561
Holders Change
+42
Holders Change %
+0.93%
% of All Funds
61.15%
Holding in Top 10
932
Holding in Top 10 Change
+200
Holding in Top 10 Change %
+27.32%
% of All Funds
12.49%
New
226
Increased
1,903
Reduced
1,805
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
2476
Brucke Financial
Indiana
$2.3M +$304K +625 +17%
AFC
2477
AFT Forsyth & Company
Florida
$2.29M +$48.6K +100 +2%
MA
2478
McBroom & Associates
Nevada
$2.29M -$16K -33 -0.8%
BTWM
2479
Brass Tax Wealth Management
Ohio
$2.29M +$981K +2,017 +88%
TCA
2480
Trifecta Capital Advisors
Illinois
$2.28M -$687K -1,414 -25%
AWG
2481
Altus Wealth Group
Colorado
$2.28M +$8.27K +17 +0.4%
KW
2482
KWB Wealth
California
$2.28M +$16K +33 +0.7%
JFG
2483
JMG Financial Group
Illinois
$2.28M +$166K +342 +9%
AC
2484
AXQ Capital
New Jersey
$2.28M +$2.08M +4,272 New
PRP
2485
Peak Retirement Planning
Ohio
$2.27M +$300K +618 +17%
OFO
2486
OneAscent Family Office
Alabama
$2.27M +$1.56M +3,204 +303%
LJCM
2487
Lee Johnson Capital Management
Texas
$2.27M +$535K +1,101 +35%
F4L
2488
Fortune 45 LLC
Louisiana
$2.27M +$502K +1,032 +32%
GCP
2489
Gill Capital Partners
Colorado
$2.27M +$6.32K +13 +0.3%
OCM
2490
Orleans Capital Management
Louisiana
$2.26M
GHA
2491
Granite Harbor Advisors
Texas
$2.26M +$173K +355 +9%
VIP
2492
Viewpoint Investment Partners
Alberta, Canada
$2.26M +$2.06M +4,243 New
TF
2493
Trek Financial
Arizona
$2.26M +$345K +710 +20%
BF
2494
bLong Financial
Tennessee
$2.26M +$43.8K +90 +2%
VP
2495
Verum Partners
North Carolina
$2.25M +$44.2K +91 +2%
TCOT
2496
Trust Company of Toledo
Ohio
$2.25M -$26.3K -54 -1%
RLH
2497
RD Lewis Holdings
Florida
$2.25M +$94.8K +195 +5%
NSAM
2498
North Star Asset Management
Wisconsin
$2.25M -$6.32K -13 -0.3%
PI
2499
Pachira Investments
California
$2.25M +$13.6K +28 +0.7%
FPL
2500
Fortress Private Ledger
North Carolina
$2.25M +$27.2K +56 +1%

BRK.B Hedge Fund Activity: Q1 2025 in Review

4,561 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2025, worth a combined $468B — up 19% from $395B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new BRK.B positions and 107 closed out — a net gain of 119 holders — while 1,903 added to existing stakes and 1,805 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.98B. The largest seller was Assenagon Asset Management, cutting an estimated $1.28B.

  • 4,561 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2025, up from 4,519 in Q4 2024.
  • Funds reported $468B of Berkshire Hathaway Class B stock for Q1 2025, up 19% quarter-over-quarter.
  • 226 funds opened new Berkshire Hathaway Class B positions in Q1 2025 and 107 closed out, a net change of +119 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2025 was Fidelity Investments, an estimated $1.98B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2025 was Assenagon Asset Management, an estimated $1.28B sold.

Based on aggregated 13F filings for Q1 2025.