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
PPW
2776
Pasadena Private Wealth
California
$1.67M +$72K +148 +5%
RFA
2777
ROI Financial Advisors
Oregon
$1.67M +$385K +791 +34%
WFA
2778
WMG Financial Advisors
Tennessee
$1.67M +$7.29K +15 +0.5%
NFSG
2779
Newbridge Financial Services Group
Florida
$1.66M +$585K +1,203 +63%
LCGC
2780
Legacy Capital Group California
California
$1.66M +$128K +263 +9%
CCM
2781
Colorado Capital Management
Colorado
$1.66M +$135K +278 +10%
MA
2782
MKT Advisors
California
$1.66M +$28.7K +59 +2%
HSG
2783
Helen Stephens Group
Texas
$1.66M
SWA
2784
Strategies Wealth Advisors
Michigan
$1.66M +$1.51M +3,110 New
BWM
2785
Bulltick Wealth Management
Florida
$1.66M -$516K -1,061 -25%
BOM
2786
Bank of Marin
California
$1.65M
BFA
2787
Beacon Financial Advisory
Ohio
$1.65M +$200K +411 +15%
WIS
2788
Wright Investors Service
Connecticut
$1.65M +$1.5M +3,095 New
BONST
2789
Bank of Nova Scotia Trust
Ontario, Canada
$1.65M -$163K -335 -10%
NFP
2790
Narus Financial Partners
Utah
$1.65M +$236K +486 +19%
BWIA
2791
Bryant Woods Investment Advisors
New York
$1.64M -$18K -37 -1%
LK
2792
Lumbard & Kellner
New Hampshire
$1.64M
RFA
2793
Rollins Financial Advisors
New York
$1.64M +$3.4K +7 +0.2%
WG
2794
Wealth Group
North Carolina
$1.64M +$119K +244 +9%
JCM
2795
Jacobsen Capital Management
Utah
$1.64M +$70K +144 +5%
DW
2796
Durante & Waters
New York
$1.64M -$194K -400 -11%
APA
2797
Astoria Portfolio Advisors
New York
$1.64M +$1.02M +2,095 +206%
DWG
2798
Darden Wealth Group
Michigan
$1.64M +$156K +320 +12%
TWM
2799
Trueblood Wealth Management
Ohio
$1.64M +$76.3K +157 +5%
VWA
2800
VSM Wealth Advisory
Maryland
$1.64M -$26.7K -55 -2%

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.