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Berkshire Hathaway Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
FSWA
3301
Financial Synergies Wealth Advisors
Texas
$920K +$266K +500 +41%
IIM
3302
InTrack Investment Management
Vermont
$914K -$1.77M -3,325 -66%
PSIWM
3303
Paradigm Strategies in Wealth Management
Minnesota
$910K
FFG
3304
Fortress Financial Group
Minnesota
$910K +$5.33K +10 +0.6%
EB
3305
Exchange Bank
California
$909K +$9.59K +18 +1%
HIM
3306
Hanlon Investment Management
New Jersey
$909K -$546K -1,025 -38%
GPW
3307
Gentry Private Wealth
Kansas
$908K +$908K +1,704 New
RLIM
3308
Red Lighthouse Investment Management
New York
$905K -$3.36K -8 -0.4%
MAM
3309
Marquette Asset Management
Minnesota
$903K
FWI
3310
Facet Wealth Inc
Maryland
$903K +$79.9K +156 +10%
APM
3311
Advanced Portfolio Management
New York
$902K +$902K +1,693 New
MPW
3312
MGO Private Wealth
California
$901K
HI
3313
Human Investing
Oregon
$899K +$10.7K +20 +1%
CWA
3314
Centerline Wealth Advisors
Kentucky
$898K -$219K -411 -20%
WPW
3315
Warther Private Wealth
Ohio
$897K -$29.3K -55 -3%
RTC
3316
Riverview Trust Company
Washington
$896K -$19.2K -36 -2%
CWM
3317
Cherrydale Wealth Management
New Jersey
$896K -$8.52K -16 -0.9%
MC
3318
Matisse Capital
Oregon
$893K
AWM
3319
AAF Wealth Management
Massachusetts
$892K -$133K -250 -13%
BBNB
3320
Baker Boyer National Bank
Washington
$892K
IMC
3321
Investment Management Corporation
Virginia
$890K
ACM
3322
Argent Capital Management
Missouri
$889K
PIFP
3323
Partners in Financial Planning
Virginia
$889K
RCM
3324
RNC Capital Management
California
$888K -$51.7K -97 -5%
HS
3325
Horan Securities
United States
$888K -$92.1K -173 -9%