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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
CHJWM
2951
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.41M
PPWM
2952
Perissos Private Wealth Management
Oklahoma
$1.4M
VC
2953
Veracity Capital
Georgia
$1.4M -$8.75K -18 -0.7%
HCP
2954
Hexagon Capital Partners
Arkansas
$1.4M +$81.7K +168 +7%
4A
2955
4Wealth Advisors
Illinois
$1.4M +$93.8K +193 +8%
CFP
2956
Curran Financial Partners
South Carolina
$1.4M +$141K +290 +12%
SHFA
2957
SC&H Financial Advisors
Maryland
$1.4M +$35K +72 +3%
OPWM
2958
Oregon Pacific Wealth Management
Oregon
$1.4M +$54.9K +113 +4%
FA
2959
Financial Alternatives
California
$1.39M +$198K +408 +18%
WJA
2960
Willis Johnson & Associates
Texas
$1.39M +$193K +397 +18%
RA
2961
Rational Advisors
New York
$1.39M -$431K -886 -25%
QFA
2962
Quantum Financial Advisors
California
$1.39M -$328K -674 -20%
SFC
2963
SYM Financial Corp
Indiana
$1.39M +$245K +503 +24%
DFG
2964
Demars Financial Group
Washington
$1.39M +$54.1M +111,307 +18%
SPWG
2965
Syntegra Private Wealth Group
Missouri
$1.39M +$65.1K +134 +5%
CMS
2966
Capital Market Strategies
Florida
$1.39M -$329K -677 -21%
CTB
2967
Country Trust Bank
Illinois
$1.39M -$35.5K -73 -3%
TCM
2968
Towneley Capital Management
California
$1.38M +$796K +1,637 +170%
DI
2969
DDFG Inc
California
$1.38M +$186K +383 +17%
AM
2970
Atwater Malick
Pennsylvania
$1.38M
WWC
2971
Waypoint Wealth Counsel
Georgia
$1.38M +$136K +279 +12%
FB
2972
First Bancorp
Maine
$1.38M -$4.38K -9 -0.3%
MFS
2973
Miller Financial Services
Michigan
$1.37M -$570K -1,172 -31%
THCM
2974
Taylor Hoffman Capital Management
Virginia
$1.37M +$187K +384 +18%
NA
2975
Nottingham Advisors
New York
$1.37M -$278K -571 -18%

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.