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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
WMP
3376
Wealth Management Partners
Arizona
$873K -$5.83K -12 -0.7%
MSG
3377
Main Street Group
Virginia
$872K +$67.6K +139 +9%
TCM
3378
Thoma Capital Management
Maryland
$869K +$56.4K +116 +8%
FCA
3379
Fortis Capital Advisors
Kansas
$869K +$205K +421 +35%
BCP
3380
Berkeley Capital Partners
Georgia
$868K +$21.9K +45 +3%
CST
3381
Charles Schwab Trust
Nevada
$868K -$169K -348 -18%
AF
3382
Abound Financial
California
$866K
AWM
3383
Accel Wealth Management
Iowa
$863K +$13.1K +27 +2%
CIAS
3384
CBIZ Investment Advisory Services
Ohio
$862K +$54.4K +112 +7%
RSF
3385
Rik Saylor Financial
Ohio
$862K
PIN
3386
Prudent Investors Network
California
$861K +$269K +553 +52%
CFIA
3387
Cantor Fitzgerald Investment Advisors
New York
$858K
AFM
3388
Anson Funds Management
Texas
$858K +$191K +393 +32%
FDS
3389
First Dallas Securities
Texas
$853K
LFA
3390
Lauterbach Financial Advisors
Texas
$853K +$486 +1 +0.1%
JAA
3391
Joel Adams & Associates
North Carolina
$849K -$9.72K -20 -1%
BMM
3392
Berkshire Money Management
Massachusetts
$848K +$17.5K +36 +2%
TA
3393
TrueWealth Advisors
Alabama
$847K +$43.3K +89 +6%
GAM
3394
Gould Asset Management
California
$845K +$40.4K +83 +6%
ONST
3395
Old North State Trust
North Carolina
$845K
YWM
3396
Yoder Wealth Management
California
$845K -$14.6K -30 -2%
PIWA
3397
Prevail Innovative Wealth Advisors
Kansas
$844K +$36.9K +76 +5%
BI
3398
Binnacle Investments
Iowa
$844K +$770K +1,584 New
KSWWM
3399
Keyes Stange & Wooten Wealth Management
Florida
$843K +$3.89K +8 +0.5%
CP
3400
Covenant Partners
Tennessee
$840K +$392K +806 +104%

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.