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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
BPW
3826
Bingham Private Wealth
California
$513K -$320K -659 -41%
DP
3827
Divergent Planning
Maryland
$513K
AV
3828
Aspiring Ventures
Ohio
$511K +$194K +400 +68%
1IA
3829
1834 Investment Advisors
Wisconsin
$511K +$97.2K +200 +26%
GPW
3830
Gray Private Wealth
Massachusetts
$510K -$7.29K -15 -2%
PWA
3831
Peterson Wealth Advisors
Utah
$510K
RCYC
3832
Richard C. Young & Co
Rhode Island
$509K
GAM
3833
GEM Asset Management
Michigan
$509K
UWM
3834
USAdvisors Wealth Management
Minnesota
$509K -$608K -1,250 -57%
SFP
3835
SwitchPoint Financial Planning
Utah
$509K -$479K -985 -51%
KOMWMG
3836
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$509K -$121K -249 -21%
KPP
3837
Kings Path Partners
Texas
$509K
PCM
3838
Passive Capital Management
Maryland
$508K +$106K +218 +30%
CWA
3839
CM Wealth Advisors
Ohio
$507K -$24.3K -50 -5%
CCM
3840
Cox Capital Management
Massachusetts
$506K
FAM
3841
Fairtree Asset Management
South Africa
$505K
SCM
3842
Stordahl Capital Management
Colorado
$504K +$8.27K +17 +2%
BMD
3843
Better Money Decisions
New Mexico
$504K -$33.1K -68 -7%
BWM
3844
Boyd Wealth Management
California
$503K
RSS
3845
Rosenblum Silverman Sutton
California
$503K
VR
3846
Valued Retirements
Texas
$503K +$209K +430 +83%
EMC
3847
Everest Management Corp
California
$503K +$65.1K +134 +17%
HBS
3848
Howard Bailey Securities
Indiana
$502K +$1.46K +3 +0.3%
RFS
3849
Richardson Financial Services
Massachusetts
$500K -$4.86K -10 -1%
CWM
3850
Collaborative Wealth Management
Florida
$500K -$15.6K -32 -3%

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.