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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
PWM
3576
Peterson Wealth Management
Nevada
$691K -$2.15M -4,428 -77%
BL
3577
Balentine LLC
Georgia
$691K -$48.6K -100 -7%
PIM
3578
Provident Investment Management
Michigan
$691K +$4.86K +10 +0.8%
SIM
3579
Sims Investment Management
Ohio
$689K +$10.2K +21 +2%
VCM
3580
Vision Capital Management
Oregon
$688K
CNBOF
3581
City National Bank of Florida
Florida
$686K +$39.9K +82 +7%
DPW
3582
DiNuzzo Private Wealth
Pennsylvania
$684K +$486 +1 +0.1%
WDC
3583
Woodward Diversified Capital
California
$683K -$250K -515 -29%
IWP
3584
Invenio Wealth Partners
Florida
$682K +$250K +514 +67%
SFG
3585
Shum Financial Group
California
$682K -$11.7K -24 -2%
IJWM
3586
Inman Jager Wealth Management
Mississippi
$681K -$19K -39 -3%
PS
3587
Portfolio Strategies
New York
$681K +$1.46K +3 +0.2%
BIA
3588
Benchmark Investment Advisors
Illinois
$680K
BHA
3589
Beech Hill Advisors
New York
$679K -$754K -1,550 -55%
ATWA
3590
Arbor Trust Wealth Advisors
Michigan
$679K -$2.92K -6 -0.5%
BCCM
3591
Bridge Creek Capital Management
Massachusetts
$679K -$6.32K -13 -1%
BAM
3592
Bellevue Asset Management
Washington
$678K
RWM
3593
Rialto Wealth Management
New York
$677K +$30.6K +63 +5%
DA
3594
Doliver Advisors
Texas
$676K -$106K -218 -15%
IIA
3595
Integrity Investment Advisors
Colorado
$676K +$617K +1,270 New
AWS
3596
Aspen Wealth Strategies
Colorado
$676K
EI
3597
Ellevest Inc
New York
$675K -$872K -1,794 -59%
BH
3598
Burk Holdings
Oklahoma
$674K
FC
3599
Financial Council
Maryland
$673K
WFMPM
3600
Woodley Farra Manion Portfolio Management
Indiana
$673K +$10.7K +22 +2%

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.