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

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
MWM
3976
Maltin Wealth Management
New Jersey
$424K
AA
3977
ACT Advisors
North Carolina
$423K
AAM
3978
Ackerman Asset Management
Maryland
$422K +$386K +793 New
MP
3979
Moment Partners
California
$421K -$1.95K -4 -0.5%
PWM
3980
Prosperity Wealth Management
California
$421K
JA
3981
JVL Associates
Michigan
$421K
JWBC
3982
John W. Brooker & Co
California
$420K +$384K +789 New
PFS
3983
Prospect Financial Services
New York
$419K +$25.8K +53 +7%
IW
3984
Instrumental Wealth
Florida
$419K +$16K +33 +4%
CCM
3985
Chiron Capital Management
Florida
$419K
LWM
3986
Lighthouse Wealth Management
Ohio
$417K
YCG
3987
Yeomans Consulting Group
Georgia
$416K -$187K -385 -33%
LI
3988
LVZ Inc
Michigan
$416K
CWA
3989
Carolina Wealth Advisors
South Carolina
$413K -$4.86K -10 -1%
CIP
3990
Capital Insight Partners
Arizona
$412K -$51K -105 -12%
AFGAS
3991
Allegiance Financial Group Advisory Services
Virginia
$412K -$293K -602 -44%
NC
3992
NewSquare Capital
Pennsylvania
$412K +$278K +572 +285%
IWA
3993
IVC Wealth Advisors
Pennsylvania
$411K -$1.46K -3 -0.4%
HIMS
3994
Hager Investment Management Services
New Hampshire
$411K
PSA
3995
Plum Street Advisors
Louisiana
$411K +$38.9K +80 +12%
MSWMA
3996
Market Street Wealth Management Advisors
Indiana
$410K +$57.4K +118 +18%
GIM
3997
Grassi Investment Management
California
$408K +$19.9K +41 +6%
RK
3998
Rather & Kittrell
Tennessee
$407K +$8.27K +17 +2%
MAG
3999
Members Advisory Group
New York
$406K
PMIA
4000
Patrick Mauro Investment Advisor
Illinois
$406K

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.