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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
OWP
4026
Old Well Partners
North Carolina
$391K -$1.15M -2,365 -76%
HWMC
4027
Heritage Wealth Management (California)
California
$391K +$23.3K +48 +7%
ERIC
4028
Eagle Rock Investment Company
Georgia
$391K
SFA
4029
Seneca Financial Advisors
New York
$391K +$141K +291 +66%
SA
4030
Stewardship Advisors
Pennsylvania
$390K -$1.46K -3 -0.4%
MGWA
4031
Monument Group Wealth Advisors
Massachusetts
$389K
WFS
4032
Widmann Financial Services
Maryland
$389K -$29.2K -60 -8%
HWM
4033
HRC Wealth Management
Idaho
$388K
AWP
4034
Astra Wealth Partners
New Jersey
$388K +$20.9K +43 +6%
KFGG
4035
Keystone Financial Group (Georgia)
Georgia
$387K -$26.7K -55 -7%
OWMIAS
4036
One Wealth Management Investment & Advisory Services
Florida
$387K -$11.2K -23 -3%
KDA
4037
Kraft Davis & Associates
Missouri
$386K
NWMG
4038
Nicholson Wealth Management Group
South Carolina
$386K
OAP
4039
One Advisory Partners
Kansas
$386K
MWPCG
4040
Measured Wealth Private Client Group
New Hampshire
$385K -$7.78K -16 -2%
FWM
4041
Fonville Wealth Management
Virginia
$385K +$1.95K +4 +0.6%
PRRFG
4042
Paul R. Ried Financial Group
Washington
$385K +$126K +260 +56%
GFG
4043
Greenberg Financial Group
Arizona
$384K +$390K +802 New
IWP
4044
Innova Wealth Partners
Pennsylvania
$384K +$351K +721 New
LFG
4045
Lockerman Financial Group
California
$383K
MPM
4046
MBB Public Markets
Illinois
$383K +$350K +720 New
KHCM
4047
Kirtland Hills Capital Management
Ohio
$383K +$132K +271 +58%
KRW
4048
Kaufman Rossin Wealth
Florida
$382K +$349K +718 New
BRIA
4049
Balanced Rock Investment Advisors
Massachusetts
$382K +$972 +2 +0.3%
CC
4050
Centiva Capital
New York
$382K +$349K +717 New

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.