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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
MWM
2901
McNaughton Wealth Management
California
$1.48M +$43.3K +89 +3%
PWAM
2902
Pinnacle West Asset Management
Wyoming
$1.48M -$4.86K -10 -0.4%
JWM
2903
Jessup Wealth Management
Ohio
$1.48M +$5.83K +12 +0.4%
HSWM
2904
Hubbell Strickland Wealth Management
Louisiana
$1.48M
MCWS
2905
McKinley Carter Wealth Services
West Virginia
$1.47M -$134K -276 -9%
HP
2906
Hilltop Partners
Indiana
$1.47M -$74.4K -153 -5%
MHC
2907
May Hill Capital
Massachusetts
$1.47M -$28.7K -59 -2%
BPFA
2908
Barnes Pettey Financial Advisors
Mississippi
$1.47M
MAM
2909
Milestone Asset Management
Pennsylvania
$1.47M +$48.6K +100 +4%
PFG
2910
Prospect Financial Group
Virginia
$1.47M +$486 +1 +0%
CRIG
2911
Charter Research & Investment Group
Connecticut
$1.46M -$4.86K -10 -0.4%
GVCM
2912
Global View Capital Management
Wisconsin
$1.46M +$1.33M +2,743 New
MTIC
2913
Missouri Trust & Investment Company
Missouri
$1.46M -$24.3K -50 -2%
TF
2914
TLWM Financial
Texas
$1.46M +$17K +35 +1%
AHL
2915
Abel Hall LLC
Louisiana
$1.46M +$299K +615 +29%
HP
2916
HT Partners
Connecticut
$1.46M -$47.2K -97 -3%
SWMP
2917
Signature Wealth Management Partners
New Jersey
$1.46M -$146K -300 -10%
DWM
2918
Denver Wealth Management
Colorado
$1.46M
MAMG
2919
Milestone Asset Management Group
Connecticut
$1.45M +$71.5K +147 +6%
IAA
2920
Ironsides Asset Advisors
North Carolina
$1.45M +$186K +382 +16%
SP
2921
Stablepoint Partners
Massachusetts
$1.45M +$10.7K +22 +0.8%
RBC
2922
Roble Belko & Company
Pennsylvania
$1.45M +$647K +1,331 +96%
OBWG
2923
Onyx Bridge Wealth Group
New York
$1.44M +$26.7K +55 +2%
EA
2924
Eclectic Associates
California
$1.44M +$52.5K +108 +4%
FA
2925
Fermata Advisors
California
$1.44M +$164K +337 +14%

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.