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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
SWM
2726
Silverlake Wealth Management
Vermont
$1.78M -$72.9K -150 -4%
SO
2727
Sierra Ocean
California
$1.78M +$284K +584 +21%
PL
2728
Perpetual Ltd
Australia
$1.78M
WBC
2729
Westpac Banking Corp
Australia
$1.78M
LWM
2730
Lakeridge Wealth Management
Ohio
$1.77M +$102K +210 +7%
KFS
2731
Kurt F. Somerville
$1.76M +$97.2K +200 +6%
RCP
2732
Rothschild Capital Partners
New York
$1.76M +$306K +630 +24%
FCT
2733
First Community Trust
Iowa
$1.76M +$12.6K +26 +0.8%
PGF
2734
Plan Group Financial
Oklahoma
$1.76M +$1.23M +2,537 +335%
GCGDR
2735
Geo Capital Gestora de Recursos
Brazil
$1.75M -$1.94M -3,989 -55%
SCM
2736
Stevens Capital Management
Pennsylvania
$1.75M +$1.25M +2,573 +358%
FMI
2737
F/M Investments
District of Columbia
$1.75M +$105K +216 +7%
WPW
2738
Watershed Private Wealth
Illinois
$1.75M
WSA
2739
Warm Springs Advisors
California
$1.75M +$34K +70 +2%
RMC
2740
Ring Mountain Capital
California
$1.75M +$123K +252 +8%
SFP
2741
Shepherd Financial Partners
Massachusetts
$1.75M
FWM
2742
FFT Wealth Management
Pennsylvania
$1.74M +$1.27M +2,620 +399%
PFWA
2743
Paces Ferry Wealth Advisors
Georgia
$1.74M +$1.95K +4 +0.1%
LF
2744
LifeSteps Financial
California
$1.74M -$36.9K -76 -2%
BSSFA
2745
Baron Silver Stevens Financial Advisors
Florida
$1.73M -$38.9K -80 -2%
AR
2746
Advisory Research
Illinois
$1.73M -$517K -1,064 -25%
ST
2747
Sageworth Trust
Pennsylvania
$1.73M -$28.2K -58 -2%
BCP
2748
Blue Chip Partners
Michigan
$1.73M -$36.9K -76 -2%
SCM
2749
Sollinda Capital Management
Florida
$1.73M
EWS
2750
Evergreen Wealth Solutions
Pennsylvania
$1.73M -$46.7K -96 -3%

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.