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 %
UWPG
2801
Ullmann Wealth Partners Group
Florida
$1.6M +$115K +215 +8%
CMANY
2802
Capital Management Associates (New York)
New York
$1.6M – – –
HAI
2803
Hennessy Advisors Inc
California
$1.6M – – –
ANB
2804
Amarillo National Bank
Texas
$1.6M – – –
PSP
2805
Principal Street Partners
Tennessee
$1.59M -$22.9K -43 -1%
CSC
2806
Cove Street Capital
California
$1.59M -$502K -942 -24%
WN
2807
Williams & Novak
California
$1.59M -$296K -556 -16%
WIM
2808
Westside Investment Management
California
$1.59M -$121K -227 -7%
FC
2809
Fairscale Capital
New Hampshire
$1.59M -$3.2K -6 -0.2%
GFM
2810
GEN Financial Management
Minnesota
$1.59M -$112K -210 -7%
LWM
2811
Laidlaw Wealth Management
New York
$1.59M -$66M -123,873 -98%
HCP
2812
Hamilton Capital Partners
Georgia
$1.59M -$194K -365 -11%
GDP
2813
Great Diamond Partners
Maine
$1.59M +$38.9K +73 +3%
FZCM
2814
Flynn Zito Capital Management
New York
$1.59M +$190K +357 +14%
ATFA
2815
All Terrain Financial Advisors
Minnesota
$1.58M +$32K +60 +2%
AWC
2816
Abundance Wealth Counselors
Pennsylvania
$1.58M -$32K -60 -2%
TPWA
2817
Twin Peaks Wealth Advisors
California
$1.58M +$32.8K +62 +2%
MHWM
2818
Montz Harcus Wealth Management
Louisiana
$1.58M +$1.6K +3 +0.1%
PP
2819
Patron Partners
Texas
$1.58M -$5.86K -11 -0.4%
TCBWMS
2820
Texas Capital Bank Wealth Management Services
Texas
$1.58M +$665K +1,248 +73%
SG
2821
Strid Group
Pennsylvania
$1.58M -$8.52K -16 -0.5%
BCG
2822
BayBridge Capital Group
California
$1.57M -$42.1K -79 -3%
VBFP
2823
Valtinson Bruner Financial Planning
Minnesota
$1.57M +$91.6K +172 +6%
FC
2824
Farley Capital
New York
$1.57M – – –
WCM
2825
Washburn Capital Management
Florida
$1.57M +$77.8K +146 +5%
111 112
113
114 115