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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
SIAG
2876
Safeguard Investment Advisory Group
California
$1.53M +$512K +1,054 +58%
SPWM
2877
Spartan Planning & Wealth Management
North Carolina
$1.53M -$332K -683 -19%
COI
2878
Connable Office Inc
Michigan
$1.52M
MKA
2879
M. Kulyk & Associates
Georgia
$1.52M -$54.4K -112 -4%
MCIA
2880
Mountain Capital Investment Advisors
Colorado
$1.52M +$164K +337 +13%
WF
2881
Whelan Financial
California
$1.52M +$598K +1,231 +76%
FP
2882
Financial Perspectives
Minnesota
$1.52M -$26.7K -55 -2%
CMP
2883
Courage Miller Partners
Virginia
$1.52M
FIBT
2884
First International Bank & Trust
North Dakota
$1.52M +$337K +693 +32%
SCM
2885
Seascape Capital Management
New Hampshire
$1.52M +$109K +224 +9%
CWM
2886
CCG Wealth Management
California
$1.51M +$486 +1 +0%
IAS
2887
IMA Advisory Services
Colorado
$1.51M -$40.4K -83 -3%
PWM
2888
Partnership Wealth Management
Maryland
$1.51M +$20.9K +43 +2%
FF
2889
Francis Financial
$1.5M -$249K -513 -15%
HCA
2890
Heck Capital Advisors
Wisconsin
$1.5M +$311K +639 +29%
RW
2891
REDW Wealth
New Mexico
$1.5M
GWP
2892
Gateway Wealth Partners
Wisconsin
$1.5M -$2.43K -5 -0.2%
TLFA
2893
True Link Financial Advisors
California
$1.5M +$374K +770 +38%
SFC
2894
Sprinkle Financial Consultants
Colorado
$1.49M
SJIM
2895
St. Johns Investment Management
Florida
$1.49M +$857K +1,762 +170%
GFA
2896
Gallagher Fiduciary Advisors
Illinois
$1.49M +$22.4K +46 +2%
FF
2897
Fortitude Financial
Washington
$1.49M +$54.9K +113 +4%
GFG
2898
Goldstone Financial Group
Illinois
$1.48M +$114K +235 +9%
OFW
2899
Omnia Family Wealth
Florida
$1.48M +$247K +509 +22%
DCM
2900
Davis Capital Management
Florida
$1.48M -$32.6K -67 -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.