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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 %
AIFAIM
3401
American Institute for Advanced Investment Management
Arizona
$803K
PFP
3402
Paragon Financial Partners
California
$801K +$73K +137 +10%
DWMS
3403
Dominguez Wealth Management Solutions
Virginia
$800K +$533 +1 +0.1%
SCP
3404
Stamos Capital Partners
California
$799K -$676K -1,269 -46%
HCA
3405
Harbour Capital Advisors
Virginia
$798K +$53K +100 +7%
CNTOF
3406
Canandaigua National Trust of Florida
New York
$798K -$345K -647 -30%
AHC
3407
Adell Harriman & Carpenter
Texas
$797K +$140K +262 +21%
PPWM
3408
PFG Private Wealth Management
Florida
$796K +$1.07K +2 +0.1%
LCM
3409
Lazari Capital Management
California
$796K -$35.7K -67 -4%
FGWP
3410
Founders Grove Wealth Partners
Virginia
$794K +$42.6K +80 +6%
EFP
3411
EnRich Financial Partners
Wisconsin
$791K
BMA
3412
Brooks Moore & Associates
Tennessee
$791K
CFC
3413
Coyle Financial Counsel
Illinois
$791K +$184K +345 +30%
GFPC
3414
Global Financial Private Client
Florida
$789K +$24.5K +46 +3%
CQWA
3415
Chokshi & Queen Wealth Advisors
California
$788K
MAM
3416
Mainsail Asset Management
Alabama
$787K +$60.7K +114 +8%
MC
3417
Miramar Capital
Illinois
$784K -$4.79K -9 -0.6%
CFG
3418
Compton Financial Group
Maryland
$783K -$26.6K -50 -3%
EIP
3419
Easterly Investment Partners
Massachusetts
$783K
BFP
3420
Briaud Financial Planning
Texas
$782K
AFP
3421
Alpha Financial Partners
Kentucky
$782K -$21.3K -40 -3%
LCM
3422
Logan Capital Management
Pennsylvania
$782K
CPW
3423
Crestmont Private Wealth
Texas
$780K +$105K +197 +16%
4WM
3424
49 Wealth Management
Texas
$780K -$140K -262 -15%
HB
3425
Horizon Bancorp
Indiana
$779K -$52.8K -99 -6%