We are live on ! Find out more
BRK.B icon

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
GIC
3651
GFI Investment Counsel
Ontario, Canada
$637K
SGC
3652
Slocum, Gordon & Co
Rhode Island
$637K
MAG
3653
M3 Advisory Group
Massachusetts
$636K -$99.7K -205 -15%
FFM
3654
Fullerton Fund Management
Singapore
$635K +$580K +1,193 New
PFA
3655
Portland Financial Advisors
New York
$635K
DIM
3656
DLK Investment Management
California
$634K
CCA
3657
Carrera Capital Advisors
Michigan
$633K +$152K +313 +36%
NEPPG
3658
New England Professional Planning Group
Rhode Island
$631K -$30.1K -62 -5%
HWA
3659
HMV Wealth Advisors
Louisiana
$630K -$67.6K -139 -11%
CWM
3660
Cedar Wealth Management
California
$630K
IAP
3661
Indie Asset Partners
Indiana
$630K -$115K -236 -17%
CCA
3662
Conestoga Capital Advisors
Pennsylvania
$628K +$7.29K +15 +1%
HC
3663
Hurley Capital
New York
$627K +$4.86K +10 +0.9%
BF
3664
Brogan Financial
Tennessee
$626K
BFA
3665
Bright Financial Advisors
Michigan
$625K -$14.6K -30 -2%
WB
3666
West Bancorporation
Iowa
$625K +$279K +574 +96%
CFS
3667
Compass Financial Services
Iowa
$625K
PA
3668
Persium Advisors
Georgia
$625K -$486 -1 -0.1%
BSCCG
3669
Blue Sky Capital Consultants Group
California
$625K
OAS
3670
Optivise Advisory Services
Tennessee
$622K +$24.8K +51 +5%
SFC
3671
Summit Financial Consulting
Michigan
$622K +$568K +1,168 New
DR
3672
Davis Rea
Ontario, Canada
$622K +$344K +707 +154%
CCA
3673
Coign Capital Advisors
Utah
$621K -$780K -1,604 -58%
UCMOK
3674
United Capital Management of KS
Kansas
$620K +$7.29K +15 +1%
RFN
3675
Redwood Financial Network
Ohio
$619K

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.