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 %
BWM
3801
Boyd Wealth Management
California
$503K – – –
RSS
3802
Rosenblum Silverman Sutton
California
$503K – – –
VR
3803
Valued Retirements
Texas
$503K +$229K +430 +83%
EMC
3804
Everest Management Corp
California
$503K +$71.4K +134 +17%
HBS
3805
Howard Bailey Securities
Indiana
$502K +$1.6K +3 +0.3%
RFS
3806
Richardson Financial Services
Massachusetts
$500K -$5.33K -10 -1%
CWM
3807
Collaborative Wealth Management
Florida
$500K -$17K -32 -3%
GW
3808
Griffith & Werner
Georgia
$500K -$3.73K -7 -0.7%
PWA
3809
Primoris Wealth Advisors
Florida
$498K +$31.5K +56 +7%
KWMG
3810
King Wealth Management Group
Florida
$498K +$3.2K +6 +0.6%
RHAM
3811
Round Hill Asset Management
California
$498K -$546K -1,025 -52%
CGFA
3812
Colton Groome Financial Advisors
North Carolina
$496K +$4.8K +9 +1%
OPWM
3813
Oxinas Partners Wealth Management
Indiana
$496K +$27.2K +51 +6%
BB
3814
Berkshire Bank
Massachusetts
$495K +$26.6K +50 +6%
RF
3815
Roxbury Financial
New Jersey
$494K +$3.08K +6 +0.6%
FWM
3816
Foguth Wealth Management
Michigan
$494K +$118K +221 +31%
IIM
3817
Ipswich Investment Management
Massachusetts
$493K – – –
PA
3818
Prism Advisors
California
$493K – – –
BOSSRA
3819
B.O.S.S. Retirement Advisors
Utah
$493K -$144K -270 -23%
CA
3820
Claris Advisors
Missouri
$492K +$13.3K +25 +3%
IAS
3821
Investment Advisory Services
Texas
$491K – – –
CI
3822
Corient IA
Florida
$489K +$489K +919 New
GBFP
3823
Golden Bell Financial Planning
Georgia
$489K – – –
LBWM
3824
Left Brain Wealth Management
Illinois
$489K +$57K +107 +13%
AWP
3825
Accretive Wealth Partners
New Jersey
$488K +$18.4K +36 +4%
151 152
153
154 155