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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
MIM
2676
MTM Investment Management
South Carolina
$1.88M -$4.38K -9 -0.3%
CFS
2677
Coordinated Financial Services
Colorado
$1.88M -$31.6K -65 -2%
PWA
2678
Provenance Wealth Advisors
Florida
$1.88M -$1.51M -3,107 -47%
B
2679
Birchbrook
Maine
$1.88M +$39.4K +81 +2%
MFGM
2680
Marshall Financial Group (Maryland)
Maryland
$1.88M +$14.1K +29 +0.8%
RFA
2681
Register Financial Advisors
Georgia
$1.87M -$2.43K -5 -0.1%
MJP
2682
Michael J. Puzo
$1.87M +$65.1K +134 +4%
HWMO
2683
Heritage Wealth Management (Ohio)
Ohio
$1.87M +$9.24K +19 +0.5%
MIA
2684
MMBG Investment Advisors
Florida
$1.87M -$583K -1,200 -25%
SOW
2685
State of Wyoming
Wyoming
$1.86M -$49.6K -102 -3%
CA
2686
Clune & Associates
Illinois
$1.86M -$6.32K -13 -0.4%
HGWM
2687
Horst & Graben Wealth Management
Oregon
$1.86M +$49.6K +102 +3%
BCM
2688
Barden Capital Management
Texas
$1.86M +$17K +35 +1%
PMSA
2689
Patrick M. Sweeney & Associates
Illinois
$1.86M
VC
2690
Vicus Capital
Pennsylvania
$1.85M -$138K -283 -8%
SMI
2691
Shelter Mutual Insurance
Missouri
$1.85M
RP
2692
Riverwater Partners
Wisconsin
$1.85M +$77.3K +159 +5%
FCM
2693
Family Capital Management
Michigan
$1.85M -$28.7K -59 -2%
FBT
2694
First Bank & Trust
South Dakota
$1.84M +$53K +109 +3%
PFA
2695
Pathway Financial Advisers
Indiana
$1.84M +$22.8K +47 +1%
FFA
2696
Fi3 Financial Advisors
Indiana
$1.84M +$87K +179 +5%
EP
2697
Essential Planning
New Hampshire
$1.83M -$70.8M -145,652 -98%
RWI
2698
Red Wave Investments
Pennsylvania
$1.83M
UPS
2699
UHLMANN PRICE SECURITIES
Illinois
$1.83M
CYG
2700
Clean Yield Group
Vermont
$1.83M -$78.3K -161 -4%

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.