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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
AC
4076
AWM Capital
Arizona
$370K +$486 +1 +0.1%
PFM
4077
Peak Financial Management
Massachusetts
$369K -$170K -350 -34%
MGI
4078
MayTech Global Investments
New York
$369K -$24.8K -51 -7%
RAS
4079
RPS Advisory Solutions
Kentucky
$369K +$5.35K +11 +2%
HC
4080
Headland Capital
South Carolina
$364K -$13.6K -28 -4%
TS
4081
Tamar Securities
California
$364K -$8.27K -17 -2%
OWA
4082
Oak Wealth Advisors
Illinois
$364K -$49.1K -101 -13%
PAM
4083
Peninsula Asset Management
Florida
$363K
BMC
4084
Bear Mountain Capital
Washington
$363K +$4.38K +9 +1%
DWA
4085
Delos Wealth Advisors
Texas
$363K +$4.86K +10 +1%
MAS
4086
MPWM Advisory Solutions
Georgia
$363K +$19.4K +40 +6%
CCM
4087
Carderock Capital Management
Maryland
$362K -$80.2K -165 -20%
APW
4088
Acima Private Wealth
Virginia
$362K
KCM
4089
Kendall Capital Management
Maryland
$361K
OBWP
4090
O'Brien Wealth Partners
Massachusetts
$360K +$12.6K +26 +4%
EC
4091
Eaton-Cambridge
Arizona
$360K +$57.4K +118 +21%
CCA
4092
Conservest Capital Advisors
Pennsylvania
$359K
MCWA
4093
Meadow Creek Wealth Advisors
Georgia
$359K +$38.9K +80 +13%
GSIS
4094
Global Strategic Investment Solutions
Arizona
$358K -$54.4K -112 -14%
CG
4095
Clifford Group
Massachusetts
$358K +$3.4K +7 +1%
VWM
4096
Valley Wealth Managers
New Jersey
$357K -$82.6K -170 -20%
SFPG
4097
Stonebridge Financial Planning Group
Florida
$357K
SWM
4098
Seed Wealth Management
Illinois
$356K
MWM
4099
MBE Wealth Management
Wisconsin
$356K +$325K +668 New
AFTS
4100
American Financial & Tax Strategies
New York
$356K -$97.2K -200 -23%

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.