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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
MAM
3451
Mainsail Asset Management
Alabama
$787K +$55.4K +114 +8%
MC
3452
Miramar Capital
Illinois
$784K -$4.38K -9 -0.6%
CFG
3453
Compton Financial Group
Maryland
$783K -$24.3K -50 -3%
EIP
3454
Easterly Investment Partners
Massachusetts
$783K
BFP
3455
Briaud Financial Planning
Texas
$782K
AFP
3456
Alpha Financial Partners
Kentucky
$782K -$19.4K -40 -3%
LCM
3457
Logan Capital Management
Pennsylvania
$782K
CPW
3458
Crestmont Private Wealth
Texas
$780K +$95.8K +197 +16%
BFAG
3459
Blackston Financial Advisory Group
Florida
$780K -$984K -2,024 -58%
4WM
3460
49 Wealth Management
Texas
$780K -$127K -262 -15%
HB
3461
Horizon Bancorp
Indiana
$779K -$48.1K -99 -6%
OWA
3462
Outlook Wealth Advisors
Texas
$779K -$26.7K -55 -4%
MCA
3463
Martin Capital Advisors
Texas
$778K +$3.4K +7 +0.5%
AGA
3464
Arkos Global Advisors
Texas
$774K
ST
3465
Sentinel Trust
Texas
$774K
SDJVC
3466
St. Denis J. Villere & Co
Louisiana
$774K -$48.6K -100 -6%
4WM
3467
44 Wealth Management
Oregon
$773K +$57.9K +119 +9%
BBWA
3468
Bell & Brown Wealth Advisors
California
$772K -$13.6K -28 -2%
MFC
3469
Mechanics Financial Corp
Ohio
$772K
FAG
3470
Fortitude Advisory Group
Washington
$772K +$117K +241 +19%
IFA
3471
Independence Financial Advisors
New Hampshire
$769K +$702K +1,444 New
OC
3472
Optima Capital
Oregon
$767K +$4.38K +9 +0.6%
GWM
3473
GK Wealth Management
Nevada
$767K +$125K +257 +22%
CCM
3474
Coerente Capital Management
Ontario, Canada
$764K -$9.72K -20 -1%
GWMIA
3475
Global Wealth Management Investment Advisory
Florida
$764K -$8.75K -18 -1%

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.