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 %
WAS
2951
WESPAC Advisors SoCal
California
$1.36M -$122K -230 -8%
IHWM
2952
Iron Horse Wealth Management
Iowa
$1.36M +$286K +537 +27%
BWA
2953
BlueSky Wealth Advisors
North Carolina
$1.36M – – –
CCG
2954
Coastwise Capital Group
California
$1.36M -$85.2K -160 -6%
WA
2955
Wealthstream Advisors
New York
$1.36M +$84.1K +158 +7%
MS
2956
Maven Securities
Jersey
$1.36M +$1.36M +2,548 New
IAG
2957
Investmark Advisory Group
Connecticut
$1.36M – – –
TWG
2958
The Wealth Group
Minnesota
$1.35M -$1.6K -3 -0.1%
ACA
2959
Affinity Capital Advisors
California
$1.35M +$3.15K +6 +0.2%
BSHC
2960
Breed's Hill Capital
Massachusetts
$1.35M +$38.9K +73 +3%
WF
2961
Wayfinding Financial
Washington
$1.35M +$9.05K +17 +0.7%
PWMG
2962
Private Wealth Management Group
New Jersey
$1.35M +$2.13K +4 +0.2%
APW
2963
Austin Private Wealth
Texas
$1.35M +$175K +328 +15%
HNWAG
2964
High Net Worth Advisory Group
Florida
$1.35M -$5.33K -10 -0.4%
ECA
2965
Elevated Capital Advisors
Utah
$1.35M -$6.39K -12 -0.5%
BWM
2966
BlackDiamond Wealth Management
New York
$1.35M -$177K -344 -12%
KSB
2967
Kennebec Savings Bank
Maine
$1.35M +$21.3K +40 +2%
SF
2968
Safeguard Financial
Wisconsin
$1.35M +$53.3K +100 +4%
FFG
2969
Fortem Financial Group
California
$1.34M +$124K +233 +10%
UWP
2970
Uniting Wealth Partners
Kansas
$1.34M +$11.2K +21 +0.8%
PAM
2971
PCG Asset Management
New Jersey
$1.34M -$70.8K -133 -5%
TWM
2972
Topsail Wealth Management
North Carolina
$1.34M +$39.4K +74 +3%
RB
2973
Rodgers Brothers
Pennsylvania
$1.33M – – –
CWM
2974
CarsonAllaria Wealth Management
Illinois
$1.33M +$10.7K +20 +0.8%
FG
2975
Fairman Group
Pennsylvania
$1.33M -$227K -500 -15%
117 118
119
120 121