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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
IA
2826
IAM Advisory
Pennsylvania
$1.6M -$30.1K -62 -2%
WRPWM
2827
Werba Rubin Papier Wealth Management
California
$1.6M +$38.9K +80 +3%
CA
2828
Centerpoint Advisors
Massachusetts
$1.6M -$2.43K -5 -0.2%
WFS
2829
WealthGarden F.S.
California
$1.6M +$6.81K +14 +0.5%
UWPG
2830
Ullmann Wealth Partners Group
Florida
$1.6M +$105K +215 +8%
CMANY
2831
Capital Management Associates (New York)
New York
$1.6M
HAI
2832
Hennessy Advisors Inc
California
$1.6M
ANB
2833
Amarillo National Bank
Texas
$1.6M
PSP
2834
Principal Street Partners
Tennessee
$1.59M -$20.9K -43 -1%
CSC
2835
Cove Street Capital
California
$1.59M -$458K -942 -24%
WN
2836
Williams & Novak
California
$1.59M -$270K -556 -16%
WIM
2837
Westside Investment Management
California
$1.59M -$110K -227 -7%
FC
2838
Fairscale Capital
New Hampshire
$1.59M -$2.92K -6 -0.2%
GFM
2839
GEN Financial Management
Minnesota
$1.59M -$102K -210 -7%
LWM
2840
Laidlaw Wealth Management
New York
$1.59M -$60.2M -123,873 -98%
HCP
2841
Hamilton Capital Partners
Georgia
$1.59M -$177K -365 -11%
GDP
2842
Great Diamond Partners
Maine
$1.59M +$35.5K +73 +3%
FZCM
2843
Flynn Zito Capital Management
New York
$1.59M +$174K +357 +14%
ATFA
2844
All Terrain Financial Advisors
Minnesota
$1.58M +$29.2K +60 +2%
AWC
2845
Abundance Wealth Counselors
Pennsylvania
$1.58M -$29.2K -60 -2%
TPWA
2846
Twin Peaks Wealth Advisors
California
$1.58M +$30.1K +62 +2%
MHWM
2847
Montz Harcus Wealth Management
Louisiana
$1.58M +$1.46K +3 +0.1%
PP
2848
Patron Partners
Texas
$1.58M -$5.35K -11 -0.4%
TCBWMS
2849
Texas Capital Bank Wealth Management Services
Texas
$1.58M +$607K +1,248 +73%
SG
2850
Strid Group
Pennsylvania
$1.58M -$7.78K -16 -0.5%

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.