We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

4,560 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: 4,5184,560 (+42)

0% less ownership

Funds ownership: 65.74%65.74% (-0%)

Holders
4,560
Holders Change
+42
Holders Change %
+0.93%
% of All Funds
61.14%
Holding in Top 10
932
Holding in Top 10 Change
+200
Holding in Top 10 Change %
+27.32%
% of All Funds
12.5%
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
AWM
3226
Arista Wealth Management
Nevada
$1.04M +$206K +424 +28%
LWM
3227
LJI Wealth Management
Indiana
$1.03M +$31.1K +64 +3%
CPL
3228
CAP Partners LLC
Tennessee
$1.03M -$40.4K -83 -4%
GL
3229
Gerber LLC
Ohio
$1.03M
BWA
3230
BlueChip Wealth Advisors
Georgia
$1.03M +$143K +295 +18%
RFG
3231
RFP Financial Group
Georgia
$1.03M +$972 +2 +0.1%
T
3232
Tidemark
California
$1.03M +$77.3K +159 +9%
GSF
3233
Grove Street Fiduciary
New Hampshire
$1.03M
GHAM
3234
Gilman Hill Asset Management
Connecticut
$1.03M -$221K -454 -19%
BFWA
3235
Benchmark Financial Wealth Advisors
Florida
$1.03M +$71K +146 +8%
BBPWM
3236
Blue Bell Private Wealth Management
Pennsylvania
$1.02M
VCWA
3237
Vanguard Capital Wealth Advisors
Colorado
$1.02M
ALAM
3238
Asahi Life Asset Management
Japan
$1.02M -$631K -1,298 -40%
SIA
3239
Spectrum Investment Advisors
Wisconsin
$1.02M -$40.8K -84 -4%
LBC
3240
Leigh Baldwin & Co
New York
$1.02M +$48.1K +99 +5%
LWMM
3241
Legacy Wealth Management (Mississippi)
Mississippi
$1.02M +$165K +339 +22%
GG
3242
Gleason Group
Kentucky
$1.02M -$37.4K -77 -4%
CWM
3243
Challenger Wealth Management
California
$1.02M -$12.6K -26 -1%
CIG
3244
Cascade Investment Group
Colorado
$1.01M -$79.2K -163 -8%
NRG
3245
Nemes Rush Group
Michigan
$1.01M -$8.75K -18 -0.9%
CMA
3246
Cedar Mountain Advisors
Oregon
$1.01M -$18.5K -38 -2%
JWWM
3247
Johnson & White Wealth Management
Pennsylvania
$1.01M
MRI
3248
Mad River Investors
Massachusetts
$1.01M -$2.35M -4,825 -72%
DP
3249
Dearborn Partners
Illinois
$1.01M
NWAG
3250
Net Worth Advisory Group
Utah
$1.01M -$5.35K -11 -0.6%

BRK.B Hedge Fund Activity: Q1 2025 in Review

4,560 of the 7,458 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.

  • 4,560 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2025, up from 4,518 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.