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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
SR
3776
Syntax Research
Florida
$545K
LGW
3777
Leslie Global Wealth
Illinois
$545K +$40.4K +83 +9%
WFAG
3778
Worth Financial Advisory Group
North Carolina
$545K +$73.4K +151 +17%
BWM
3779
BCO Wealth Management
New Mexico
$543K
RS
3780
Retirement Solution
Washington
$542K +$494K +1,017 New
QP
3781
Quartz Partners
New York
$542K -$24.8K -51 -5%
HC
3782
Hara Capital
Washington
$542K -$492K -1,013 -50%
NWMP
3783
Noble Wealth Management PBC
Colorado
$541K -$2.92K -6 -0.6%
PFA
3784
Pinnacle Family Advisors
Missouri
$538K +$4.38K +9 +0.9%
AWM
3785
Affinity Wealth Management
Delaware
$538K +$12.2K +25 +3%
RIM
3786
Reliant Investment Management
Tennessee
$538K +$195K +401 +66%
DFCM
3787
Dark Forest Capital Management
Puerto Rico
$537K -$1.95K -4 -0.4%
GPA
3788
Guidance Point Advisors
Massachusetts
$537K
DAC
3789
Dividend Assets Capital
South Carolina
$535K
WAL
3790
W Advisors LLC
Tennessee
$535K
CWM
3791
Cranbrook Wealth Management
Michigan
$534K
E
3792
EntreWealth
Texas
$534K +$97.7K +201 +25%
SF
3793
Seek First
California
$534K +$487K +1,002 New
SPF
3794
South Plains Financial
Texas
$534K +$65.6K +135 +16%
OPW
3795
Oxler Private Wealth
New York
$533K -$24.3K -50 -5%
GA
3796
Greenhaven Associates
New York
$533K
NOCM
3797
Night Owl Capital Management
Connecticut
$533K
IAMOG
3798
Investors Asset Management of Georgia
Georgia
$533K +$4.86K +10 +1%
MSE
3799
MUFG Securities EMEA
United Kingdom
$533K +$486K +999 New
CWIG
3800
Chung Wu Investment Group
Texas
$533K +$486K +1,000 New

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.