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 %
FCMT
4076
Founders Capital Management (Texas)
Texas
$344K – – –
PCTC
4077
Perkins Coie Trust Company
Washington
$343K +$53.3K +100 +18%
HWM
4078
HighMark Wealth Management
Minnesota
$342K -$29.3K -55 -8%
AWA
4079
Aquire Wealth Advisors
Utah
$341K +$27.2K +51 +9%
RIA
4080
Realta Investment Advisors
Delaware
$340K -$82K -154 -19%
NWA
4081
Navis Wealth Advisors
New York
$340K +$22.9K +43 +7%
PP
4082
PFS Partners
New Jersey
$338K +$7.99K +15 +2%
SL
4083
Salomon & Ludwin
Virginia
$338K – – –
MFP
4084
Meridian Financial Partners
Virginia
$338K -$20.2K -38 -6%
MIM
4085
Montgomery Investment Management
Maryland
$338K -$32K -60 -9%
LC
4086
Lavaca Capital
Texas
$338K -$19.2K -36 -5%
FWS
4087
FinDec Wealth Services
California
$337K -$103K -194 -23%
SIAS
4088
Summit Investment Advisory Services
Minnesota
$337K +$48.5K +91 +17%
PWP
4089
Phillips Wealth Planners
Mississippi
$335K -$4.72K -9 -1%
STFP
4090
Signal Tree Financial Partners
Ohio
$334K -$3.73K -7 -1%
EWM
4091
Elite Wealth Management
Washington
$334K +$334K +628 New
WAN
4092
Wealth Advisors Northwest
Oregon
$334K – – –
KFS
4093
Kaizen Financial Strategies
California
$332K -$44.2K -83 -12%
RC
4094
Rovin Capital
Arizona
$332K -$6.93K -13 -2%
LWMNY
4095
Landmark Wealth Management (New York)
New York
$332K – – –
AWP
4096
Axis Wealth Partners
Rhode Island
$331K -$74.5K -140 -18%
LTI
4097
Laffer Tengler Investments
Tennessee
$331K +$331K +621 New
VFA
4098
Values First Advisors
Tennessee
$331K – – –
BSAM
4099
Blue Square Asset Management
New York
$330K -$3.2K -6 -1%
TWM
4100
TSA Wealth Management
Texas
$330K +$1.07K +2 +0.3%
162 163
164
165 166