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
DAM
3276
Diamant Asset Management
Connecticut
$980K
OAM
3277
Oak Asset Management
California
$980K
VWA
3278
VERITY Wealth Advisors
United States
$977K -$117K -240 -12%
HFS
3279
Hoge Financial Services
Pennsylvania
$977K +$346K +711 +63%
AA
3280
Alpha Advisors
Virginia
$975K -$260K -534 -23%
GA
3281
Gordian Advisors
Arizona
$975K +$4.38K +9 +0.5%
BAG
3282
Bridgewealth Advisory Group
California
$974K -$1.04M -2,146 -54%
ACC
3283
Acorn Creek Capital
Colorado
$970K +$19.9K +41 +2%
PH
3284
Pinnacle Holdings
Oklahoma
$970K +$886K +1,822 New
B
3285
BetterWealth
California
$968K -$47.2K -97 -5%
VFP
3286
Verus Financial Partners
Virginia
$968K
MFT
3287
Moisand Fitzgerald Tamayo
Florida
$968K +$154K +316 +21%
FOR
3288
Family Office Research
Maryland
$966K +$59.3K +122 +7%
VIM
3289
Vista Investment Management
Pennsylvania
$966K -$110K -227 -11%
TM
3290
TigerOak Management
New Mexico
$965K +$117K +240 +15%
MWA
3291
MFA Wealth Advisors
Pennsylvania
$965K +$19.4K +40 +2%
WCP
3292
Wick Capital Partners
Pennsylvania
$963K +$30.6K +63 +4%
FCMA
3293
Foresight Capital Management Advisors
Michigan
$963K +$19.4K +40 +2%
WDG
3294
Wealth Dimensions Group
Ohio
$959K -$18K -37 -2%
PA
3295
Probity Advisors
Texas
$959K -$9.24K -19 -1%
JGUA
3296
John G. Ullman & Associates
New York
$958K +$12.2K +25 +1%
MFG
3297
Menard Financial Group
Texas
$958K +$28.2K +58 +3%
JFGLC
3298
Johnson Financial Group LLC (Colorado)
Colorado
$953K -$34.5K -71 -4%
AW
3299
Atlas Wealth
Ohio
$953K -$486 -1 -0.1%
MA
3300
MBA Advisors
Pennsylvania
$953K +$3.4K +7 +0.4%

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.