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
DWM
4001
Daner Wealth Management
Georgia
$519K
CWR
4002
Chico Wealth RIA
California
$518K +$15.9K +32 +3%
CCG
4003
Coastwise Capital Group
California
$517K -$1.99K -4 -0.4%
RWM
4004
Reston Wealth Management
Virginia
$517K +$155K +312 +44%
WFAG
4005
Worth Financial Advisory Group
North Carolina
$517K +$14.9K +30 +3%
HWP
4006
Hibernia Wealth Partners
Louisiana
$516K +$215K +432 +73%
DR
4007
Davis Rea
Ontario, Canada
$516K -$19.9K -40 -4%
SHWA
4008
Safe Harbor Wealth Advisors
Ohio
$516K +$513K +1,032 New
LFS
4009
Lighthouse Financial Services
California
$516K +$510K +1,026 New
TS
4010
TradeWell Securities
Indiana
$515K +$81.6K +164 +19%
SR
4011
Syntax Research
Florida
$515K
HWM
4012
HRC Wealth Management
Idaho
$515K +$82.6K +166 +19%
FF
4013
Farrow Financial
Vermont
$514K
HFA
4014
Highland Financial Advisors
New Jersey
$513K +$10.9K +22 +2%
BWM
4015
BCO Wealth Management
New Mexico
$512K
BB
4016
Berkshire Bank
Massachusetts
$512K
PWA
4017
Peterson Wealth Advisors
Utah
$511K -$2.49K -5 -0.5%
HA
4018
HFG Advisors
Ohio
$510K
OPWM
4019
Oxinas Partners Wealth Management
Indiana
$509K +$11.4K +23 +2%
FWM
4020
Foguth Wealth Management
Michigan
$508K +$509K +1,023 New
AC
4021
Asio Capital
Kentucky
$508K +$101K +202 +25%
AWM
4022
Affinity Wealth Management
Delaware
$508K
ZAM
4023
Zevin Asset Management
Massachusetts
$507K -$7.96K -16 -2%
AAM
4024
American Asset Management
Florida
$507K -$2.98K -6 -0.6%
VWM
4025
Vigilare Wealth Management
Arizona
$505K

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.