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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
CWA
3026
Consilio Wealth Advisors
Washington
$1.3M +$23.8K +49 +2%
CPW
3027
Cove Private Wealth
New York
$1.3M +$891K +1,832 +304%
SPAS
3028
Spectrum Planning & Advisory Services
California
$1.29M
SA
3029
Sunesis Advisors
Kansas
$1.29M
BCMLT
3030
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.29M -$55.4K -114 -5%
PW
3031
Paladin Wealth
Minnesota
$1.29M +$50.1K +103 +4%
PFC
3032
Phocas Financial Corp
California
$1.28M
RAM
3033
Riggs Asset Management
Pennsylvania
$1.28M +$7.29K +15 +0.6%
CIA
3034
Cascade Investment Advisors
Oregon
$1.28M -$41.3K -85 -3%
PFG
3035
PAX Financial Group
Texas
$1.28M +$18.5K +38 +2%
BWL
3036
Bogart Wealth LLC
Virginia
$1.28M +$225K +463 +24%
SFP
3037
Sterling Financial Planning
New Jersey
$1.28M +$106K +218 +10%
PCS
3038
Private Client Services
Kentucky
$1.28M +$34K +70 +3%
WF
3039
Warner Financial
Maryland
$1.28M
SC
3040
Schoolcraft Capital
Colorado
$1.27M +$29.7K +61 +3%
CCP
3041
Carmel Capital Partners
California
$1.27M -$11.2K -23 -1%
WMA
3042
West Michigan Advisors
Michigan
$1.27M +$547K +1,125 +89%
RWM
3043
Riverchase Wealth Management
Texas
$1.27M
FWP
3044
Falcon Wealth Planning
California
$1.27M +$224K +461 +24%
PWM
3045
Parkshore Wealth Management
California
$1.27M +$486 +1 +0%
RCM
3046
Radnor Capital Management
Pennsylvania
$1.27M +$31.6K +65 +3%
NI
3047
Natural Investments
California
$1.26M
CIS
3048
Continental Investors Services
Washington
$1.26M +$158K +324 +16%
WA
3049
Wealthstar Advisors
Texas
$1.26M +$245K +504 +27%
COFSG
3050
Carbahal Olsen Financial Services Group
California
$1.26M

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.