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 %
TFA
3976
Tobias Financial Advisors
Florida
$392K +$34.1K +64 +10%
OWP
3977
Old Well Partners
North Carolina
$391K -$1.26M -2,365 -76%
HWMC
3978
Heritage Wealth Management (California)
California
$391K +$25.6K +48 +7%
ERIC
3979
Eagle Rock Investment Company
Georgia
$391K – – –
SFA
3980
Seneca Financial Advisors
New York
$391K +$155K +291 +66%
SA
3981
Stewardship Advisors
Pennsylvania
$390K -$1.6K -3 -0.4%
MGWA
3982
Monument Group Wealth Advisors
Massachusetts
$389K – – –
WFS
3983
Widmann Financial Services
Maryland
$389K -$32K -60 -8%
HWM
3984
HRC Wealth Management
Idaho
$388K – – –
AWP
3985
Astra Wealth Partners
New Jersey
$388K +$22.9K +43 +6%
KFGG
3986
Keystone Financial Group (Georgia)
Georgia
$387K -$28.2K -55 -7%
OWMIAS
3987
One Wealth Management Investment & Advisory Services
Florida
$387K -$12.2K -23 -3%
KDA
3988
Kraft Davis & Associates
Missouri
$386K – – –
OAP
3989
One Advisory Partners
Kansas
$386K – – –
NWMG
3990
Nicholson Wealth Management Group
South Carolina
$386K – – –
MWPCG
3991
Measured Wealth Private Client Group
New Hampshire
$385K -$8.52K -16 -2%
FWM
3992
Fonville Wealth Management
Virginia
$385K +$2.13K +4 +0.6%
PRRFG
3993
Paul R. Ried Financial Group
Washington
$385K +$138K +260 +56%
IWP
3994
Innova Wealth Partners
Pennsylvania
$384K +$384K +721 New
LFG
3995
Lockerman Financial Group
California
$383K – – –
MPM
3996
MBB Public Markets
Illinois
$383K +$383K +720 New
KHCM
3997
Kirtland Hills Capital Management
Ohio
$383K +$140K +271 +58%
KRW
3998
Kaufman Rossin Wealth
Florida
$382K +$382K +718 New
BRIA
3999
Balanced Rock Investment Advisors
Massachusetts
$382K +$1.07K +2 +0.3%
CC
4000
Centiva Capital
New York
$382K +$382K +717 New
158 159
160
161 162