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 %
CF
3051
Claris Financial
Virginia
$1.22M – – –
WCFA
3052
Walkner Condon Financial Advisors
Wisconsin
$1.22M +$19.7K +37 +2%
OFP
3053
OLIO Financial Planning
Virginia
$1.22M +$81.5K +153 +7%
KAM
3054
Knightsbridge Asset Management
California
$1.22M +$42.1K +79 +4%
UAG
3055
United Advisor Group
Ohio
$1.21M +$38.9K +73 +3%
DC
3056
DeDora Capital
California
$1.21M -$44.2K -83 -4%
TWP
3057
Tempus Wealth Planning
California
$1.21M -$2.66K -5 -0.2%
ACM
3058
Ayrshire Capital Management
Connecticut
$1.21M -$203K -382 -14%
SSWM
3059
Sheets Smith Wealth Management
North Carolina
$1.21M – – –
BMWS
3060
Brady Martz Wealth Solutions
North Dakota
$1.21M +$10.1K +19 +0.8%
PFM
3061
Phillips Financial Management
Indiana
$1.21M +$59.6K +112 +5%
T
3062
Tableaux
Massachusetts
$1.21M +$849K +1,594 +237%
PSCM
3063
Per Stirling Capital Management
Texas
$1.2M -$127K -238 -10%
FNBTCON
3064
First National Bank & Trust Co of Newtown
Pennsylvania
$1.2M – – –
DPI
3065
Diversified Portfolios Inc
Michigan
$1.2M – – –
HCM
3066
Hengehold Capital Management
Ohio
$1.2M +$397K +745 +49%
OPTFSNA
3067
Old Point Trust & Financial Services N A
Virginia
$1.2M – – –
ML
3068
Mayport LLC
Massachusetts
$1.2M +$202K +379 +20%
AWM
3069
Austin Wealth Management
Texas
$1.2M +$10.1K +19 +0.8%
SAM
3070
Selway Asset Management
$1.2M -$18.6K -35 -2%
AAIM
3071
American Assets Investment Management
California
$1.2M – – –
PCM
3072
Penserra Capital Management
California
$1.2M -$1.36M -2,556 -53%
SRC
3073
Sage Rhino Capital
California
$1.2M -$28.8K -54 -2%
SIC
3074
Shoker Investment Counsel
Ohio
$1.2M +$446K +838 +60%
CIM
3075
Contravisory Investment Management
Massachusetts
$1.2M +$547K +1,028 +84%
121 122
123
124 125