BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$892M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$747M
5
BlackRock
BlackRock
New York
+$617M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.4B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.32B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624M
4
AIS
AM Investment Strategies
Tennessee
-$545M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
3501
Bernardo Wealth Planning
Pennsylvania
$724K +$59.1K +111 +9%
LWIC
3502
Leith Wheeler Investment Counsel
British Columbia, Canada
$724K +$724K +1,359 New
FAN
3503
Financial Advisors Network
California
$721K +$62.3K +117 +9%
FRA
3504
Front Row Advisors
California
$721K -$36.2K -68 -5%
LWA
3505
Ledgewood Wealth Advisors
New Hampshire
$719K – – –
BE
3506
Bonness Enterprises
District of Columbia
$719K – – –
CKAIS
3507
Christensen King & Associates Investment Services
Washington
$718K +$293K +554 +69%
AWMNH
3508
Arcadia Wealth Management (New Hampshire)
New Hampshire
$717K +$32K +60 +5%
SAI
3509
Systematic Alpha Investments
New Jersey
$717K – – –
UFA
3510
US Financial Advisors
Massachusetts
$717K +$53.3K +100 +8%
CIA
3511
Caerus Investment Advisors
Texas
$716K -$238K -447 -25%
SL
3512
Sentinus LLC
Illinois
$713K +$102K +192 +17%
FIC
3513
Family Investment Center
Missouri
$710K -$694K -1,304 -49%
CL
3514
CSS LLC
Illinois
$710K – – –
TBNY
3515
Trustco Bank (New York)
New York
$709K +$29.3K +55 +4%
DF
3516
Define Financial
California
$709K – – –
KW
3517
Keyvantage Wealth
Pennsylvania
$709K +$73K +137 +11%
CCM
3518
Cutler Capital Management
Massachusetts
$708K -$3.2K -6 -0.4%
TWA
3519
Trace Wealth Advisors
California
$708K – – –
VAF
3520
Values Added Financial
District of Columbia
$705K +$5.33K +10 +0.8%
AFM
3521
Abbot Financial Management
Massachusetts
$704K – – –
FA
3522
Financial Advisors
Massachusetts
$701K -$58.1K -109 -8%
DACG
3523
Donor Advised Charitable Giving
California
$701K +$50.1K +94 +8%
C1AG
3524
Client 1st Advisory Group
Florida
$699K +$34.1K +64 +5%
RWA
3525
Redmont Wealth Advisors
Illinois
$698K -$380K -714 -35%
139 140
141
142 143