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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
HAFS
3476
Hapanowicz & Associates Financial Services
Pennsylvania
$762K
PCA
3477
Private Capital Advisors
Connecticut
$762K
MPW
3478
Melone Private Wealth
Michigan
$761K -$20.9K -43 -3%
DSC
3479
Duncker Streett & Co
Missouri
$761K
SC
3480
Schiavi & Co
Delaware
$761K
IIA
3481
Integral Investment Advisors
California
$759K +$242K +497 +53%
TWP
3482
Triad Wealth Partners
Kansas
$759K +$227K +466 +49%
MW
3483
Members Wealth
Pennsylvania
$759K +$6.81K +14 +1%
SICM
3484
Sustainable Insight Capital Management
New York
$758K +$194K +400 +39%
MFG
3485
Mosaic Financial Group
Illinois
$757K
CICI
3486
Capital Investment Counsel Inc
North Carolina
$756K
GWM
3487
Gitterman Wealth Management
New Jersey
$756K -$80.7K -166 -10%
WAM
3488
Weinberger Asset Management
California
$756K -$16K -33 -2%
SCM
3489
Saxony Capital Management
Missouri
$755K -$3.89K -8 -0.6%
CCA
3490
Cora Capital Advisors
New Jersey
$755K -$1.95K -4 -0.3%
LWM
3491
Luminvest Wealth Management
Arizona
$754K
ACM
3492
Avos Capital Management
Washington
$753K
ASBI
3493
American State Bank (Iowa)
Iowa
$753K +$23.3K +48 +4%
FWA
3494
FSC Wealth Advisors
New York
$750K -$13.1K -27 -2%
HWMT
3495
Heritage Wealth Management (Texas)
Texas
$750K
JTWM
3496
Jackson Thornton Wealth Management
Alabama
$750K -$509K -1,048 -42%
AIA
3497
Alternative Investment Advisors
Florida
$748K -$451K -927 -40%
PA
3498
PFW Advisors
Georgia
$748K
GA
3499
Goldstein Advisors
Wisconsin
$747K +$91.4K +188 +15%
OWA
3500
ORBA Wealth Advisors
Illinois
$747K +$29.2K +60 +4%

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.