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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
GW
3851
Griffith & Werner
Georgia
$500K -$3.4K -7 -0.7%
PWA
3852
Primoris Wealth Advisors
Florida
$498K +$27.2K +56 +7%
KWMG
3853
King Wealth Management Group
Florida
$498K +$2.92K +6 +0.6%
RHAM
3854
Round Hill Asset Management
California
$498K -$498K -1,025 -52%
CGFA
3855
Colton Groome Financial Advisors
North Carolina
$496K +$4.38K +9 +1%
OPWM
3856
Oxinas Partners Wealth Management
Indiana
$496K +$24.8K +51 +6%
BB
3857
Berkshire Bank
Massachusetts
$495K +$24.3K +50 +6%
RF
3858
Roxbury Financial
New Jersey
$494K +$2.92K +6 +0.6%
FWM
3859
Foguth Wealth Management
Michigan
$494K +$107K +221 +31%
IIM
3860
Ipswich Investment Management
Massachusetts
$493K
PA
3861
Prism Advisors
California
$493K
BOSSRA
3862
B.O.S.S. Retirement Advisors
Utah
$493K -$131K -270 -23%
CA
3863
Claris Advisors
Missouri
$492K +$12.2K +25 +3%
IAS
3864
Investment Advisory Services
Texas
$491K
CI
3865
Corient IA
Florida
$489K +$447K +919 New
GBFP
3866
Golden Bell Financial Planning
Georgia
$489K
LBWM
3867
Left Brain Wealth Management
Illinois
$489K +$52K +107 +13%
AWP
3868
Accretive Wealth Partners
New Jersey
$488K +$17.5K +36 +4%
PWM
3869
Purus Wealth Management
California
$487K -$31.6K -65 -7%
CIR
3870
Clear Investment Research
Georgia
$487K -$7.78K -16 -2%
NECFA
3871
New England Capital Financial Advisors
Connecticut
$487K +$7.29K +15 +2%
CWA
3872
Cascade Wealth Advisors
Washington
$486K +$204K +420 +84%
BC
3873
Barrett & Company
Rhode Island
$485K -$48.6K -100 -10%
KWM
3874
Kiker Wealth Management
Georgia
$484K -$257K -528 -37%
GCM
3875
Gunderson Capital Management
South Carolina
$482K +$972 +2 +0.2%

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.