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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
PAM
3001
PCG Asset Management
New Jersey
$1.34M -$64.7K -133 -5%
TWM
3002
Topsail Wealth Management
North Carolina
$1.34M +$36K +74 +3%
RB
3003
Rodgers Brothers
Pennsylvania
$1.33M
CWM
3004
CarsonAllaria Wealth Management
Illinois
$1.33M +$9.72K +20 +0.8%
FG
3005
Fairman Group
Pennsylvania
$1.33M -$243K -500 -15%
BEW
3006
Burton Enright Welch
California
$1.33M +$1.46K +3 +0.1%
AFW
3007
Atlantic Family Wealth
Florida
$1.33M +$40.4K +83 +3%
OA
3008
Operose Advisors
Wisconsin
$1.33M +$751K +1,545 +163%
TA
3009
TPG Advisors
Illinois
$1.33M
CSWG
3010
Cardinal Strategic Wealth Guidance
Kentucky
$1.33M -$403K -828 -25%
W
3011
Wealthquest
Ohio
$1.33M +$33.1K +68 +3%
CCMI
3012
Creative Capital Management Investments
California
$1.32M
CA
3013
CGN Advisors
Kansas
$1.32M -$122K -250 -9%
FSC
3014
Full Sail Capital
Oklahoma
$1.32M -$29.2K -60 -2%
AFW
3015
Avantra Family Wealth
Pennsylvania
$1.31M -$59.8K -123 -5%
CWA
3016
Centennial Wealth Advisory
Michigan
$1.31M +$42.3K +87 +4%
KIC
3017
Kensington Investment Counsel
California
$1.31M
CFG
3018
CMC Financial Group
Georgia
$1.31M -$6.32K -13 -0.5%
SAM
3019
Sawgrass Asset Management
Florida
$1.31M -$18K -37 -1%
RHJA
3020
Rice Hall James & Associates
California
$1.3M -$63.2K -130 -5%
CWP
3021
Clark Wealth Partners
Illinois
$1.3M +$486 +1 +0%
CAM
3022
Creekmur Asset Management
Illinois
$1.3M -$96.7K -199 -8%
CP
3023
Canopy Partners
Ohio
$1.3M -$16K -33 -1%
EW
3024
Element Wealth
Mississippi
$1.3M +$12.2K +25 +1%
EA
3025
Emerald Advisors
Washington
$1.3M +$243K +500 +26%

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.