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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
WSWA
3326
Warren Street Wealth Advisors
California
$932K +$20.9K +43 +3%
AWA
3327
Aletheian Wealth Advisors
Washington
$932K +$41.8K +86 +5%
TCM
3328
Tradewinds Capital Management
Washington
$931K +$3.89K +8 +0.5%
HFO
3329
Heritage Family Offices
Arizona
$930K -$2.92K -6 -0.3%
BRG
3330
Bay Rivers Group
Virginia
$930K
HP
3331
Holistic Planning
Texas
$929K +$7.78K +16 +0.9%
KAM
3332
KEB Asset Management
Illinois
$928K -$37.4K -77 -4%
CPSC
3333
Carl P. Sherr & Co
Massachusetts
$925K +$18K +37 +2%
FSWA
3334
Financial Synergies Wealth Advisors
Texas
$920K +$243K +500 +41%
IIM
3335
InTrack Investment Management
Vermont
$914K -$1.62M -3,325 -66%
PSIWM
3336
Paradigm Strategies in Wealth Management
Minnesota
$910K
FFG
3337
Fortress Financial Group
Minnesota
$910K +$4.86K +10 +0.6%
EB
3338
Exchange Bank
California
$909K +$8.75K +18 +1%
HIM
3339
Hanlon Investment Management
New Jersey
$909K -$498K -1,025 -38%
GPW
3340
Gentry Private Wealth
Kansas
$908K +$828K +1,704 New
RLIM
3341
Red Lighthouse Investment Management
New York
$905K -$3.89K -8 -0.4%
MAM
3342
Marquette Asset Management
Minnesota
$903K
FWI
3343
Facet Wealth Inc
Maryland
$903K +$75.8K +156 +10%
APM
3344
Advanced Portfolio Management
New York
$902K +$823K +1,693 New
MPW
3345
MGO Private Wealth
California
$901K
HI
3346
Human Investing
Oregon
$899K +$9.72K +20 +1%
CWA
3347
Centerline Wealth Advisors
Kentucky
$898K -$200K -411 -20%
WPW
3348
Warther Private Wealth
Ohio
$897K -$26.7K -55 -3%
RTC
3349
Riverview Trust Company
Washington
$896K -$17.5K -36 -2%
CWM
3350
Cherrydale Wealth Management
New Jersey
$896K -$7.78K -16 -0.9%

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.