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 %
HA
3726
HFG Advisors
Ohio
$550K +$100K +188 +22%
FW
3727
Fidato Wealth
Ohio
$548K -$35.2K -66 -6%
BWCS
3728
Beirne Wealth Consulting Services
Connecticut
$548K – – –
FC
3729
Fusion Capital
South Carolina
$548K +$33.6K +63 +7%
AAM
3730
American Asset Management
Florida
$547K +$1.07K +2 +0.2%
BCM
3731
BluePath Capital Management
Georgia
$546K -$111K -208 -17%
TAM
3732
Taurus Asset Management
New York
$546K -$53.3K -100 -9%
VWM
3733
Vigilare Wealth Management
Arizona
$546K -$15.4K -29 -3%
CP
3734
Clarendon Private
Massachusetts
$545K -$159K -299 -23%
SR
3735
Syntax Research
Florida
$545K – – –
LGW
3736
Leslie Global Wealth
Illinois
$545K +$44.2K +83 +9%
WFAG
3737
Worth Financial Advisory Group
North Carolina
$545K +$80.4K +151 +17%
BWM
3738
BCO Wealth Management
New Mexico
$543K – – –
QP
3739
Quartz Partners
New York
$542K -$27.2K -51 -5%
HC
3740
Hara Capital
Washington
$542K -$540K -1,013 -50%
NWMP
3741
Noble Wealth Management PBC
Colorado
$541K -$3.2K -6 -0.6%
PFA
3742
Pinnacle Family Advisors
Missouri
$538K +$4.79K +9 +0.9%
AWM
3743
Affinity Wealth Management
Delaware
$538K +$13.3K +25 +3%
RIM
3744
Reliant Investment Management
Tennessee
$538K +$214K +401 +66%
DFCM
3745
Dark Forest Capital Management
Puerto Rico
$537K -$2.13K -4 -0.4%
GPA
3746
Guidance Point Advisors
Massachusetts
$537K – – –
DAC
3747
Dividend Assets Capital
South Carolina
$535K – – –
WAL
3748
W Advisors LLC
Tennessee
$535K – – –
CWM
3749
Cranbrook Wealth Management
Michigan
$534K – – –
E
3750
EntreWealth
Texas
$534K +$107K +201 +25%
148 149
150
151 152