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 %
MTWM
3776
Masso Torrence Wealth Management
New Jersey
$517K -$7.46K -14 -1%
RFW
3777
Rainier Family Wealth
Washington
$516K -$10.7K -20 -2%
TFA
3778
Toth Financial Advisory
Virginia
$515K -$3.73K -7 -0.7%
TLA
3779
Tanglewood Legacy Advisors
Texas
$514K -$14.9K -28 -3%
RWMG
3780
Redwood Wealth Management Group
New Jersey
$514K +$4.26K +8 +0.8%
BWM
3781
Brickley Wealth Management
California
$514K +$12.8K +24 +3%
MCM
3782
Monument Capital Management
Virginia
$514K +$28.2K +53 +6%
BPW
3783
Bingham Private Wealth
California
$513K -$351K -659 -41%
DP
3784
Divergent Planning
Maryland
$513K – – –
AV
3785
Aspiring Ventures
Ohio
$511K +$207K +400 +68%
1IA
3786
1834 Investment Advisors
Wisconsin
$511K +$107K +200 +26%
GPW
3787
Gray Private Wealth
Massachusetts
$510K -$7.99K -15 -2%
PWA
3788
Peterson Wealth Advisors
Utah
$510K – – –
RCYC
3789
Richard C. Young & Co
Rhode Island
$509K – – –
GAM
3790
GEM Asset Management
Michigan
$509K – – –
UWM
3791
USAdvisors Wealth Management
Minnesota
$509K -$665K -1,250 -57%
SFP
3792
SwitchPoint Financial Planning
Utah
$509K -$525K -985 -51%
KOMWMG
3793
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$509K -$133K -249 -21%
KPP
3794
Kings Path Partners
Texas
$509K – – –
PCM
3795
Passive Capital Management
Maryland
$508K +$116K +218 +30%
CWA
3796
CM Wealth Advisors
Ohio
$507K -$26.6K -50 -5%
CCM
3797
Cox Capital Management
Massachusetts
$506K – – –
FAM
3798
Fairtree Asset Management
South Africa
$505K – – –
SCM
3799
Stordahl Capital Management
Colorado
$504K +$9.05K +17 +2%
BMD
3800
Better Money Decisions
New Mexico
$504K -$36.2K -68 -7%
150 151
152
153 154