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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
SPI
3076
Sutton Place Investors
New York
$1.23M +$213K +439 +24%
AIA
3077
AssuredPartners Investment Advisors
Florida
$1.22M +$17K +35 +2%
AGP
3078
Aspire Growth Partners
Florida
$1.22M -$8.75K -18 -0.8%
CCP
3079
Clarkston Capital Partners
Michigan
$1.22M +$36.5K +75 +3%
PW
3080
Pandora Wealth
Illinois
$1.22M +$1.12M +2,296 New
HIGP
3081
Hill Investment Group Partners
Missouri
$1.22M -$264K -543 -19%
CF
3082
Claris Financial
Virginia
$1.22M
WCFA
3083
Walkner Condon Financial Advisors
Wisconsin
$1.22M +$18K +37 +2%
OFP
3084
OLIO Financial Planning
Virginia
$1.22M +$74.4K +153 +7%
KAM
3085
Knightsbridge Asset Management
California
$1.22M +$38.4K +79 +4%
UAG
3086
United Advisor Group
Ohio
$1.21M +$35.5K +73 +3%
DC
3087
DeDora Capital
California
$1.21M -$40.4K -83 -4%
TWP
3088
Tempus Wealth Planning
California
$1.21M -$2.43K -5 -0.2%
ACM
3089
Ayrshire Capital Management
Connecticut
$1.21M -$186K -382 -14%
SSWM
3090
Sheets Smith Wealth Management
North Carolina
$1.21M
BMWS
3091
Brady Martz Wealth Solutions
North Dakota
$1.21M +$9.24K +19 +0.8%
PFM
3092
Phillips Financial Management
Indiana
$1.21M +$54.4K +112 +5%
T
3093
Tableaux
Massachusetts
$1.21M +$775K +1,594 +237%
PSCM
3094
Per Stirling Capital Management
Texas
$1.2M -$116K -238 -10%
FNBTCON
3095
First National Bank & Trust Co of Newtown
Pennsylvania
$1.2M
DPI
3096
Diversified Portfolios Inc
Michigan
$1.2M
HCM
3097
Hengehold Capital Management
Ohio
$1.2M +$362K +745 +49%
OPTFSNA
3098
Old Point Trust & Financial Services N A
Virginia
$1.2M
ML
3099
Mayport LLC
Massachusetts
$1.2M +$184K +379 +20%
AWM
3100
Austin Wealth Management
Texas
$1.2M +$9.24K +19 +0.8%

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.