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
61.04%
Holding in Top 10
920
Holding in Top 10 Change
+202
Holding in Top 10 Change %
+28.13%
% of All Funds
12.5%
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 %
PF
3176
Prosperitas Financial
California
$1.06M -$205K -384 -16%
AFA
3177
Allium Financial Advisors
Oregon
$1.06M +$1.06M +1,983 New
MWM
3178
Maripau Wealth Management
Indiana
$1.05M -$303K -569 -22%
CCG
3179
Capital CS Group
California
$1.05M -$7.46K -14 -0.7%
TCG
3180
Transcendent Capital Group
Oklahoma
$1.05M +$5.86K +11 +0.6%
IA
3181
IMZ Advisory
Florida
$1.05M -$69.2K -130 -6%
HPM
3182
Hoxton Planning & Management
West Virginia
$1.05M +$7.99K +15 +0.8%
APSI
3183
Asset Planning Services Inc
Louisiana
$1.05M – – –
PS
3184
Planned Solutions
California
$1.04M +$24K +45 +2%
HDA
3185
Harold Davidson & Associates
California
$1.04M +$38.9K +73 +4%
WFA
3186
WestHill Financial Advisors
California
$1.04M +$30.9K +58 +3%
EA
3187
Everpar Advisors
Oklahoma
$1.04M +$304K +571 +41%
BRWM
3188
Blue Rock Wealth Management
North Carolina
$1.04M +$90.5K +170 +10%
STCOSD
3189
Sageworth Trust Company of South Dakota
South Dakota
$1.04M +$1.04M +1,950 New
OCM
3190
Objective Capital Management
Ohio
$1.04M -$491K -922 -32%
MFA
3191
McClarren Financial Advisors
Pennsylvania
$1.04M +$1.04M +3,861 New
EWA
3192
ERTS Wealth Advisors
Michigan
$1.04M -$10.7K -20 -1%
CS
3193
Capital Square
Tennessee
$1.04M +$36.2K +68 +4%
AWM
3194
Arista Wealth Management
Nevada
$1.04M +$226K +424 +28%
LWM
3195
LJI Wealth Management
Indiana
$1.03M +$34.1K +64 +3%
CPL
3196
CAP Partners LLC
Tennessee
$1.03M -$44.2K -83 -4%
GL
3197
Gerber LLC
Ohio
$1.03M – – –
BWA
3198
BlueChip Wealth Advisors
Georgia
$1.03M +$157K +295 +18%
RFG
3199
RFP Financial Group
Georgia
$1.03M +$1.07K +2 +0.1%
T
3200
Tidemark
California
$1.03M +$84.7K +159 +9%
126 127
128
129 130