BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,494 hedge funds and large institutions have $464B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,874 increasing their positions, 1,786 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,494
Holders Change
+29
Holders Change %
+0.65%
% of All Funds
61.03%
Holding in Top 10
920
Holding in Top 10 Change
+202
Holding in Top 10 Change %
+28.13%
% of All Funds
12.49%
New
223
Increased
1,874
Reduced
1,786
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$892M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$747M
5
BlackRock
BlackRock
New York
+$617M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.4B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.32B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624M
4
AIS
AM Investment Strategies
Tennessee
-$545M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTHT
2626
Hemenway Trust Hemenway Trust
New Hampshire
$1.93M +$362K +680 +23%
EIA
2627
Eldridge Investment Advisors
New Hampshire
$1.92M -$74K -139 -4%
CWMGP
2628
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.92M +$47.9K +90 +3%
MAWCM
2629
Mine & Arao Wealth Creation & Management
California
$1.92M -$112K -210 -6%
FCM
2630
Fourpath Capital Management
Oklahoma
$1.92M -$452K -849 -19%
PG
2631
Proffitt & Goodson
Tennessee
$1.92M +$2.66K +5 +0.1%
MWM
2632
Mindset Wealth Management
Indiana
$1.91M +$420K +789 +28%
PM
2633
Penbrook Management
New York
$1.91M – – –
SMG
2634
Smart Money Group
Texas
$1.91M +$187K +351 +11%
PCM
2635
Pennsylvania Capital Management
Pennsylvania
$1.91M +$143K +269 +8%
RRCM
2636
Rappaport Reiches Capital Management
Illinois
$1.9M +$39.9K +75 +2%
FIM
2637
Freedom Investment Management
Connecticut
$1.89M -$22.4K -42 -1%
FWA
2638
FORM Wealth Advisors
Wisconsin
$1.89M +$1.89M +3,553 New
BIC
2639
Beach Investment Counsel
Pennsylvania
$1.89M -$199K -374 -10%
CL
2640
CVFG LLC
Indiana
$1.89M +$752K +1,412 +66%
AGA
2641
Accuvest Global Advisors
Utah
$1.89M +$1.89M +3,545 New
TI
2642
tru Independence
Oregon
$1.89M +$5.33K +10 +0.3%
AWP
2643
Abacus Wealth Partners
California
$1.89M +$1.07K +2 +0.1%
SAM
2644
Sequent Asset Management
Texas
$1.88M -$18.6K -35 -1%
AMG
2645
Advisors Management Group
Wisconsin
$1.88M -$18.1K -34 -1%
PA
2646
Paragon Advisors
Texas
$1.88M +$265K +498 +16%
MLFP
2647
MPS Loria Financial Planners
Illinois
$1.88M – – –
MIM
2648
MTM Investment Management
South Carolina
$1.88M -$4.8K -9 -0.3%
CFS
2649
Coordinated Financial Services
Colorado
$1.88M -$34.6K -65 -2%
PWA
2650
Provenance Wealth Advisors
Florida
$1.88M -$1.65M -3,107 -47%
104 105
106
107 108