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 %
CFP
2926
Curran Financial Partners
South Carolina
$1.4M +$154K +290 +12%
SHFA
2927
SC&H Financial Advisors
Maryland
$1.4M +$38.3K +72 +3%
OPWM
2928
Oregon Pacific Wealth Management
Oregon
$1.4M +$60.2K +113 +4%
FA
2929
Financial Alternatives
California
$1.39M +$217K +408 +18%
WJA
2930
Willis Johnson & Associates
Texas
$1.39M +$211K +397 +18%
RA
2931
Rational Advisors
New York
$1.39M -$472K -886 -25%
QFA
2932
Quantum Financial Advisors
California
$1.39M -$359K -674 -20%
SFC
2933
SYM Financial Corp
Indiana
$1.39M +$268K +503 +24%
DFG
2934
Demars Financial Group
Washington
$1.39M +$209K +111,307 +18%
SPWG
2935
Syntegra Private Wealth Group
Missouri
$1.39M +$71.4K +134 +5%
CMS
2936
Capital Market Strategies
Florida
$1.39M -$361K -677 -21%
CTB
2937
Country Trust Bank
Illinois
$1.39M -$38.9K -73 -3%
TCM
2938
Towneley Capital Management
California
$1.38M +$872K +1,637 +170%
DI
2939
DDFG Inc
California
$1.38M +$204K +383 +17%
AM
2940
Atwater Malick
Pennsylvania
$1.38M – – –
WWC
2941
Waypoint Wealth Counsel
Georgia
$1.38M +$149K +279 +12%
FB
2942
First Bancorp
Maine
$1.38M -$4.79K -9 -0.3%
MFS
2943
Miller Financial Services
Michigan
$1.37M -$624K -1,172 -31%
THCM
2944
Taylor Hoffman Capital Management
Virginia
$1.37M +$205K +384 +18%
NA
2945
Nottingham Advisors
New York
$1.37M -$304K -571 -18%
FMP
2946
Financial Management Professionals
Texas
$1.37M -$62.3K -117 -4%
PA
2947
Parkside Advisors
California
$1.37M – – –
RSA
2948
River Street Advisors
Illinois
$1.37M -$21.3K -40 -2%
BWM
2949
BCS Wealth Management
Tennessee
$1.37M +$101K +190 +8%
EIG
2950
Ellenbecker Investment Group
Wisconsin
$1.37M +$9.05K +17 +0.7%
116 117
118
119 120