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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
MWM
3426
Momentous Wealth Management
Washington
$818K +$469K +964 +169%
IP
3427
Isthmus Partners
Wisconsin
$816K
TWP
3428
Tower Wealth Partners
Pennsylvania
$814K
W
3429
WealthCollab
Washington
$812K
CHA
3430
Cooper/Haims Advisors
New York
$810K -$12.6K -26 -2%
BDL
3431
Banque de Luxembourg
Luxembourg
$808K +$737K +1,517 New
OPPS
3432
Obsidian Personal Planning Solutions
Maryland
$807K -$5.83K -12 -0.8%
CFO
3433
Collective Family Office
Pennsylvania
$806K -$27.7K -57 -4%
PCG
3434
PFC Capital Group
California
$805K -$8.75K -18 -1%
AIFAIM
3435
American Institute for Advanced Investment Management
Arizona
$803K
PFP
3436
Paragon Financial Partners
California
$801K +$66.6K +137 +10%
DWMS
3437
Dominguez Wealth Management Solutions
Virginia
$800K +$486 +1 +0.1%
SCP
3438
Stamos Capital Partners
California
$799K -$617K -1,269 -46%
HIM
3439
HughesLittle Investment Management
$799K
HCA
3440
Harbour Capital Advisors
Virginia
$798K +$48.6K +100 +7%
CNTOF
3441
Canandaigua National Trust of Florida
New York
$798K -$315K -647 -30%
AHC
3442
Adell Harriman & Carpenter
Texas
$797K +$127K +262 +21%
PPWM
3443
PFG Private Wealth Management
Florida
$796K +$972 +2 +0.1%
LCM
3444
Lazari Capital Management
California
$796K -$32.6K -67 -4%
FGWP
3445
Founders Grove Wealth Partners
Virginia
$794K +$38.9K +80 +6%
EFP
3446
EnRich Financial Partners
Wisconsin
$791K
BMA
3447
Brooks Moore & Associates
Tennessee
$791K
CFC
3448
Coyle Financial Counsel
Illinois
$791K +$168K +345 +30%
GFPC
3449
Global Financial Private Client
Florida
$789K +$22.4K +46 +3%
CQWA
3450
Chokshi & Queen Wealth Advisors
California
$788K

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.