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

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
V
2501
ViaWealth
Kansas
$2.24M -$88K -181 -4%
WHC
2502
Wulff, Hansen & Co
California
$2.24M -$194K -400 -9%
AFA
2503
Antonelli Financial Advisors
Michigan
$2.23M -$46.7K -96 -2%
GFWA
2504
Grey Fox Wealth Advisors
Delaware
$2.23M -$152K -313 -7%
TWM
2505
TCFG Wealth Management
California
$2.23M +$2.92K +6 +0.1%
TFA
2506
Tranquilli Financial Advisor
New Jersey
$2.23M -$437K -899 -18%
MCM
2507
M1 Capital Management
Michigan
$2.23M -$12.2K -25 -0.6%
FFG
2508
Floyd Financial Group
Missouri
$2.23M +$29.2K +60 +1%
BFA
2509
Brown Financial Advisory
Alabama
$2.22M +$118K +243 +6%
CFP
2510
Comprehensive Financial Planning
Pennsylvania
$2.22M
CPWA
2511
Cerro Pacific Wealth Advisors
California
$2.21M -$25.3K -52 -1%
PEA
2512
Park Edge Advisors
Ohio
$2.21M -$108K -223 -5%
ICP
2513
Interchange Capital Partners
Pennsylvania
$2.21M +$72.4K +149 +4%
CC
2514
Colrain Capital
Massachusetts
$2.21M -$875K -1,800 -30%
SWK
2515
Stephen W. Kidder
$2.21M -$24.3K -50 -1%
SFP
2516
Sandbox Financial Partners
Maryland
$2.21M -$158K -325 -7%
FFBTD
2517
First Financial Bank - Trust Division
Ohio
$2.21M -$4.38K -9 -0.2%
BAM
2518
Byrne Asset Management
New Jersey
$2.2M -$23.3K -48 -1%
CC
2519
Cornerstone Capital
California
$2.2M -$114K -234 -5%
WLIM
2520
White Lighthouse Investment Management
Massachusetts
$2.2M +$351K +722 +21%
LCM
2521
Liberty Capital Management
Michigan
$2.19M +$80.7K +166 +4%
AW
2522
Avion Wealth
Texas
$2.19M
AWM
2523
Activest Wealth Management
Florida
$2.19M +$645K +1,327 +48%
JFG
2524
Jefferies Financial Group
New York
$2.19M -$52.1M -107,116 -96%
SIC
2525
Sigma Investment Counselors
Michigan
$2.19M -$219K -450 -10%

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.