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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
AC
3726
Anson Capital
Georgia
$589K -$25.8K -53 -5%
CBT
3727
Crews Bank & Trust
Florida
$589K -$6.81K -14 -1%
WBCM
3728
Wilson & Boucher Capital Management
California
$589K
CWR
3729
Chico Wealth RIA
California
$589K +$5.35K +11 +1%
AWM
3730
Avondale Wealth Management
Texas
$589K +$48.6K +100 +10%
IWS
3731
Insight Wealth Strategies
California
$588K +$57.4K +118 +12%
ACM
3732
Aspen Capital Management
Idaho
$587K +$536K +1,103 New
IPWA
3733
International Private Wealth Advisors
California
$586K +$13.6K +28 +3%
HFA
3734
Highland Financial Advisors
New Jersey
$585K -$233K -479 -30%
WWMSC
3735
Wagner Wealth Management (South Carolina)
South Carolina
$584K -$5.83K -12 -1%
T
3736
Transce3nd
Texas
$583K -$531K -1,092 -50%
WLPWM
3737
Walled Lake Planning & Wealth Management
Illinois
$583K +$96.3K +198 +22%
KIG
3738
Kennedy Investment Group
New Jersey
$581K +$2.43K +5 +0.5%
OWM
3739
OneAscent Wealth Management
Alabama
$581K -$33.1K -68 -6%
PWS
3740
Proactive Wealth Strategies
Georgia
$581K
MAG
3741
Mayfair Advisory Group
Alabama
$579K -$972 -2 -0.2%
GWA
3742
Gutierrez Wealth Advisory
Arkansas
$579K
GG
3743
GenWealth Group
New Jersey
$577K +$264K +544 +101%
BDPWM
3744
Barnes Dennig Private Wealth Management
Ohio
$576K +$526K +1,081 New
MAM
3745
MMA Asset Management
Pennsylvania
$575K
MSWM
3746
Mowery & Schoenfeld Wealth Management
Illinois
$572K +$11.2K +23 +2%
KCP
3747
Kera Capital Partners
California
$572K -$218K -449 -29%
GK
3748
Graney & King
New York
$569K +$184K +379 +55%
BWMG
3749
Barnes Wealth Management Group
California
$567K -$15.6K -32 -3%
PCP
3750
Panoramic Capital Partners
Oregon
$567K +$126K +259 +29%

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.