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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
JVBC
3251
J.V. Bruni & Co
Colorado
$1.01M +$10.7K +22 +1%
HCC
3252
Hirtle Callaghan & Co
Pennsylvania
$1.01M +$146K +301 +19%
JHCP
3253
Jackson Hole Capital Partners
Oklahoma
$1.01M +$183K +377 +25%
TPWM
3254
Twelve Points Wealth Management
Massachusetts
$1M +$77.3K +159 +9%
MWA
3255
Motive Wealth Advisors
Michigan
$1M -$36.5K -75 -4%
MPIA
3256
Mountain Pacific Investment Advisers
Idaho
$1M -$20.4K -42 -2%
OA
3257
Oceanside Advisors
South Carolina
$1M
OIC
3258
Orion Investment Company
Missouri
$1M
ECM
3259
Estabrook Capital Management
New York
$999K -$2.43K -5 -0.3%
TIM
3260
Total Investment Management
Arizona
$998K -$354K -728 -28%
KIM
3261
Kane Investment Management
California
$997K +$265K +545 +41%
IFA
3262
Index Fund Advisors
California
$996K -$135K -278 -13%
SCM
3263
Sunbeam Capital Management
Georgia
$995K -$104K -214 -10%
WAM
3264
Wallington Asset Management
Indiana
$995K +$6.32K +13 +0.7%
RF
3265
Rossby Financial
Florida
$995K +$302K +621 +50%
HIM
3266
Hillsdale Investment Management
Ontario, Canada
$993K -$141K -290 -13%
MHR
3267
Matthew Hamilton Rosenberg
$991K +$1.95K +4 +0.2%
LG
3268
LAM Group
Oregon
$988K +$1.46K +3 +0.2%
MWM
3269
Meritas Wealth Management
California
$986K
WTFG
3270
Wells Trecaso Financial Group
Ohio
$985K
BWM
3271
Birchcreek Wealth Management
Ohio
$985K +$2.43K +5 +0.3%
NL
3272
Navalign LLC
California
$984K -$46.7K -96 -5%
CISOA
3273
Capital Investment Services of America
Wisconsin
$983K +$3.89K +8 +0.4%
SI
3274
Seeds Investor
New York
$982K +$99.7K +205 +13%
VBWMG
3275
Von Berge Wealth Management Group
California
$980K

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.