We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

4,878 hedge funds and large institutions have $458B invested in Berkshire Hathaway Class B in 2025 Q4 according to their latest regulatory filings, with 526 funds opening new positions, 1,808 increasing their positions, 1,933 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 526 | Existing positions closed: 131

48% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $8.27B

7% more funds holding

Funds holding: 4,5764,878 (+302)

2.87% more ownership

Funds ownership: 63.48%66.35% (+2.9%)

4% more capital invested

Capital invested by funds: $440B → $458B (+$18.2B)

6% less repeat investments, than reductions

Existing positions increased: 1,808 | Existing positions reduced: 1,933

2% less funds holding in top 10

Funds holding in top 10: 657643 (-14)

Holders
4,878
Holders Change
+302
Holders Change %
+6.6%
% of All Funds
59.32%
Holding in Top 10
643
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-2.13%
% of All Funds
7.82%
New
526
Increased
1,808
Reduced
1,933
Closed
131
Calls
$12.3B
Puts
$8.27B
Net Calls
+$3.99B
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
3926
Schneider Downs Wealth Management Advisors
Pennsylvania
$571K -$11.9K -24 -2%
CCMG
3927
Connecticut Capital Management Group
Connecticut
$571K +$565K +1,135 New
BWM
3928
Braeburn Wealth Management
Michigan
$570K +$564K +1,133 New
WPA
3929
West Paces Advisors
Georgia
$570K +$30.4K +61 +6%
TAM
3930
TCP Asset Management
Ohio
$569K +$498 +1 +0.1%
IJWM
3931
Inman Jager Wealth Management
Mississippi
$569K +$2.49K +5 +0.4%
AWP
3932
Atlas Wealth Partners
Pennsylvania
$568K -$99.5K -200 -15%
SGC
3933
Slocum, Gordon & Co
Rhode Island
$566K -$5.47K -11 -1%
BWMG
3934
Barnes Wealth Management Group
California
$566K +$29.4K +59 +6%
HAM
3935
Harmony Asset Management
Arizona
$566K +$1.99K +4 +0.4%
MRI
3936
Mad River Investors
Massachusetts
$565K -$24.9K -50 -4%
BAM
3937
Blueshift Asset Management
New Jersey
$563K +$558K +1,121 New
GRWP
3938
Green Ridge Wealth Planning
New Jersey
$563K +$558K +1,121 New
BHWA
3939
Beacon Harbor Wealth Advisors
Virginia
$563K
SFC
3940
Summit Financial Consulting
Michigan
$562K
PCM
3941
Polymer Capital Management
New York
$560K +$555K +1,115 New
B
3942
Bayban
Minnesota
$559K +$553K +1,112 New
SA
3943
SJBenen ADVISORY
North Carolina
$559K +$553K +1,112 New
BC
3944
Barrett & Company
Rhode Island
$558K
RFS
3945
Richardson Financial Services
Massachusetts
$558K +$98.5K +198 +21%
PIN
3946
Prudent Investors Network
California
$557K -$162K -326 -23%
CFSG
3947
Clark Financial Services Group
Missouri
$557K -$498 -1 -0.1%
ACM
3948
Anfield Capital Management
California
$555K +$475K +954 +632%
T
3949
Tableaux
Massachusetts
$555K -$116K -233 -17%
CWM
3950
Cranbrook Wealth Management
Michigan
$554K

BRK.B Hedge Fund Activity: Q4 2025 in Review

4,878 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2025, worth a combined $458B — up 4.1% from $440B a quarter earlier.

Buyers outnumbered sellers: 526 funds opened new BRK.B positions and 131 closed out — a net gain of 395 holders — while 1,808 added to existing stakes and 1,933 trimmed.

The largest buyer was BlackRock, adding an estimated $3.27B. The largest seller was Gates Foundation Trust, cutting an estimated $1.17B.

  • 4,878 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2025, up from 4,576 in Q3 2025.
  • Funds reported $458B of Berkshire Hathaway Class B stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 526 funds opened new Berkshire Hathaway Class B positions in Q4 2025 and 131 closed out, a net change of +395 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2025 was BlackRock, an estimated $3.27B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2025 was Gates Foundation Trust, an estimated $1.17B sold.

Based on aggregated 13F filings for Q4 2025.