BRK.B icon

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 %
RSWA
3326
Robinson Smith Wealth Advisors
Maine
$886K
SP
3327
Sequent Planning
Nebraska
$886K +$90K +169 +11%
KPWG
3328
KFA Private Wealth Group
Virginia
$886K +$178K +335 +25%
EAM
3329
Empirical Asset Management
Massachusetts
$885K -$43.4M -81,468 -98%
MFF
3330
Michels Family Financial
Texas
$885K +$47.4K +89 +6%
NCMW
3331
Northern Capital Management (Washington)
Washington
$882K
JC
3332
Jentner Corp
Ohio
$880K
SFWA
3333
Summit Financial Wealth Advisors
Louisiana
$880K -$46.9K -88 -5%
CF
3334
Cyr Financial
Illinois
$879K +$35.2K +66 +4%
VFPW
3335
Vantage Financial Partners (Wisconsin)
Wisconsin
$879K -$47.4K -89 -5%
HWM
3336
Horizons Wealth Management
North Carolina
$879K -$2.13K -4 -0.2%
MC
3337
McCarthy & Cox
Ohio
$878K
LWM
3338
Lionshead Wealth Management
New York
$878K -$758K -1,424 -46%
CWM
3339
Core Wealth Management
Florida
$877K +$877K +1,647 New
CCA
3340
Clearwater Capital Advisors
Illinois
$876K +$117K +220 +15%
CFG
3341
Carr Financial Group
Massachusetts
$875K +$87.3K +164 +11%
JHP
3342
James Hambro & Partners
United Kingdom
$874K -$2.76M -5,179 -76%
WMP
3343
Wealth Management Partners
Arizona
$873K -$6.39K -12 -0.7%
MSG
3344
Main Street Group
Virginia
$872K +$74K +139 +9%
FCA
3345
Fortis Capital Advisors
Kansas
$869K +$224K +421 +35%
BCP
3346
Berkeley Capital Partners
Georgia
$868K +$24K +45 +3%
CST
3347
Charles Schwab Trust
Nevada
$868K -$185K -348 -18%
AF
3348
Abound Financial
California
$866K
AWM
3349
Accel Wealth Management
Iowa
$863K +$14.4K +27 +2%
CIAS
3350
CBIZ Investment Advisory Services
Ohio
$862K +$59.7K +112 +7%