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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
CCIA
3676
Cherry Creek Investment Advisors
Colorado
$618K
MLIC
3677
Mandatum Life Insurance Company
Finland
$618K
CRI
3678
Commonwealth Retirement Investments
Virginia
$618K
SEA
3679
Stegent Equity Advisors
Texas
$617K -$2.43K -5 -0.4%
RPCONE
3680
Retirement Planning Company of New England
Rhode Island
$615K +$12.2K +25 +2%
HFP
3681
Holistic Financial Partners
Indiana
$614K +$19K +39 +4%
RPA
3682
Rock Point Advisors
Vermont
$614K
KG
3683
Kilter Group
New York
$613K -$972 -2 -0.2%
JPLA
3684
Joseph P. Lucia & Associates
New York
$613K +$35K +72 +7%
CB
3685
Centennial Bank
Arkansas
$612K
TFO
3686
Timonier Family Office
North Carolina
$612K
SFG
3687
Synergy Financial Group
California
$612K +$20.4K +42 +4%
MMM
3688
Mendel Money Management
Illinois
$610K -$12.2K -25 -2%
ICMM
3689
Integrated Capital Management (Michigan)
Michigan
$610K -$86K -177 -13%
BA
3690
BCM Advisors
Louisiana
$609K +$4.38K +9 +0.8%
RWA
3691
Rooted Wealth Advisors
Illinois
$609K -$49.6K -102 -8%
SDWMA
3692
Schneider Downs Wealth Management Advisors
Pennsylvania
$608K -$4.38K -9 -0.8%
SF
3693
Strategent Financial
Virginia
$607K -$52.5K -108 -9%
M
3694
MYeCFO
California
$607K
HW
3695
Hamilton Wealth
California
$607K +$55.9K +115 +11%
VPF
3696
Vantage Point Financial
Illinois
$607K +$83.1K +171 +18%
AP
3697
Aspect Partners
Virginia
$606K +$2.43K +5 +0.4%
BFS
3698
Burrus Financial Services
Utah
$605K
LFPWM
3699
Leicht Financial Planning & Wealth Management
New Jersey
$604K +$1.46K +3 +0.3%
NMG
3700
New Millennium Group
Utah
$604K -$3.89K -8 -0.7%

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.