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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
LSIA
2551
LaSalle St. Investment Advisors
Illinois
$2.13M +$177K +364 +10%
MAM
2552
McLean Asset Management
Virginia
$2.13M +$703K +1,447 +50%
HWM
2553
Horizon Wealth Management
Illinois
$2.13M +$77.8K +160 +4%
PP
2554
Prosperity Planning
Missouri
$2.13M -$246K -507 -11%
BWG
2555
Boomfish Wealth Group
Georgia
$2.13M -$31.6K -65 -2%
RMP
2556
Richards, Merrill & Peterson
Washington
$2.13M +$68.1K +140 +4%
RWM
2557
Rezny Wealth Management
Florida
$2.12M +$190K +391 +11%
GP
2558
Guardian Partners
Canada
$2.12M +$150K +309 +8%
CCAM
2559
Cascades Capital Asset Management
North Carolina
$2.12M +$393K +808 +25%
LT
2560
Legacy Trust
Michigan
$2.12M +$43.8K +90 +2%
EA
2561
Ergawealth Advisors
Illinois
$2.11M +$73.4K +151 +4%
WI
2562
Wedgewood Investors
Pennsylvania
$2.11M
CFS
2563
Cannon Financial Strategists
Georgia
$2.11M
MI
2564
Motiv8 Investments
Florida
$2.11M -$32.6K -67 -2%
BWA
2565
Boulder Wealth Advisors
Colorado
$2.11M +$58.3K +120 +3%
BIG
2566
Brookwood Investment Group
Arizona
$2.11M +$1.93M +3,962 New
OIA
2567
Optimum Investment Advisors
Illinois
$2.11M +$97.2K +200 +5%
FEG
2568
Financial Enhancement Group
Indiana
$2.1M +$65.6K +135 +3%
UW
2569
Unique Wealth
Florida
$2.1M +$377K +775 +24%
ARG
2570
Advisory Resource Group
Oklahoma
$2.1M
CNB
2571
Camden National Bank
Maine
$2.1M +$972 +2 +0.1%
WP
2572
Wealthspan Partners
Iowa
$2.09M +$24.3K +50 +1%
AP
2573
Atwood & Palmer
Missouri
$2.09M +$113K +232 +6%
OAM
2574
Occidental Asset Management
California
$2.08M +$193K +396 +11%
BBP
2575
Banco BTG Pactual
Brazil
$2.08M -$9.15M -18,814 -83%

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.