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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
HOWA
4076
Heritage Oak Wealth Advisors
Florida
$479K +$7.96K +16 +2%
NI
4077
NDVR Inc
Massachusetts
$479K +$10.9K +22 +2%
IWP
4078
Invenio Wealth Partners
Florida
$478K
IW
4079
Instrumental Wealth
Florida
$477K +$48.8K +98 +12%
SC
4080
Shearwater Capital
Colorado
$477K +$235K +473 +99%
GW
4081
Griffith & Werner
Georgia
$476K
NMG
4082
New Millennium Group
Utah
$475K -$2.98K -6 -0.6%
BWM
4083
Boyd Wealth Management
California
$475K
RSS
4084
Rosenblum Silverman Sutton
California
$475K
JF
4085
Joule Financial
Kentucky
$475K +$76.1K +153 +19%
OAP
4086
One Advisory Partners
Kansas
$473K
YWM
4087
Yukon Wealth Management
Kansas
$473K -$671K -1,348 -59%
MWP
4088
Moller Wealth Partners
$472K +$8.46K +17 +2%
WWG
4089
West Wealth Group
California
$471K +$21.9K +44 +5%
CCM
4090
Cox Capital Management
Massachusetts
$470K
APWA
4091
Atlas Private Wealth Advisors
New Jersey
$470K -$14.9K -30 -3%
VBA
4092
von Borstel & Associates
Oregon
$469K -$1.21M -2,440 -72%
SIM
4093
Synergy Investment Management
Florida
$469K +$5.47K +11 +1%
WDC
4094
Woodward Diversified Capital
California
$468K -$15.9K -32 -3%
WFC
4095
Western Financial Corp
California
$468K +$11.9K +24 +3%
PWP
4096
Precedent Wealth Partners
Texas
$468K -$16.9K -34 -4%
SWA
4097
Serenus Wealth Advisors
California
$467K +$463K +930 New
RWM
4098
Rialto Wealth Management
New York
$467K +$1.99K +4 +0.4%
KIG
4099
Kessler Investment Group
Indiana
$466K -$12.9K -26 -3%
VWM
4100
Valley Wealth Managers
New Jersey
$466K -$21.9K -44 -5%

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.