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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
MAM
3801
Marotta Asset Management
Virginia
$531K -$3.89K -8 -0.7%
UAML
3802
US Asset Management LLC
Pennsylvania
$530K -$5.35K -11 -1%
ACM
3803
Advance Capital Management
Michigan
$528K +$8.27K +17 +2%
SHA
3804
Seneca House Advisors
Virginia
$527K +$15.6K +32 +3%
AIA
3805
Affinity Investment Advisors
California
$527K +$73.9K +152 +18%
ACM
3806
Alamar Capital Management
California
$527K +$146K +300 +44%
FAM
3807
Flaharty Asset Management
Florida
$526K -$23.3K -48 -5%
AA
3808
ArborFi Advisors
Michigan
$526K
WAG
3809
Wallace Advisory Group
California
$526K +$329K +676 +140%
SWM
3810
Shakespeare Wealth Management
Wisconsin
$525K +$1.95K +4 +0.4%
PP
3811
Postrock Partners
Oregon
$522K
TAM
3812
Tucker Asset Management
Colorado
$522K -$206K -423 -30%
SSW
3813
Stone Summit Wealth
Florida
$522K -$23.8K -49 -5%
LF
3814
Lighthouse Financial
Florida
$522K
NFA
3815
Northwest Financial Advisors
Virginia
$521K
WI
3816
WBI Investments
New Jersey
$518K +$473K +973 New
FFWM
3817
Future Financial Wealth Management
Ohio
$518K
NJBEST
3818
New Jersey Better Educational Savings Trust
New Jersey
$518K
MTWM
3819
Masso Torrence Wealth Management
New Jersey
$517K -$6.81K -14 -1%
RFW
3820
Rainier Family Wealth
Washington
$516K -$9.72K -20 -2%
TFA
3821
Toth Financial Advisory
Virginia
$515K -$3.4K -7 -0.7%
TLA
3822
Tanglewood Legacy Advisors
Texas
$514K -$13.6K -28 -3%
RWMG
3823
Redwood Wealth Management Group
New Jersey
$514K +$3.89K +8 +0.8%
BWM
3824
Brickley Wealth Management
California
$514K +$11.7K +24 +3%
MCM
3825
Monument Capital Management
Virginia
$514K +$25.8K +53 +6%

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.