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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
HGA
4126
Hobbs Group Advisors
South Carolina
$344K -$59.8K -123 -16%
PDM
4127
Penn Davis McFarland
Texas
$344K -$171K -352 -35%
FCMT
4128
Founders Capital Management (Texas)
Texas
$344K
PCTC
4129
Perkins Coie Trust Company
Washington
$343K +$48.6K +100 +18%
HWM
4130
HighMark Wealth Management
Minnesota
$342K -$26.7K -55 -8%
AWA
4131
Aquire Wealth Advisors
Utah
$341K +$24.8K +51 +9%
RIA
4132
Realta Investment Advisors
Delaware
$340K -$74.9K -154 -19%
NWA
4133
Navis Wealth Advisors
New York
$340K +$20.9K +43 +7%
PP
4134
PFS Partners
New Jersey
$338K +$7.29K +15 +2%
SL
4135
Salomon & Ludwin
Virginia
$338K
MFP
4136
Meridian Financial Partners
Virginia
$338K -$18.5K -38 -6%
MIM
4137
Montgomery Investment Management
Maryland
$338K -$29.2K -60 -9%
LC
4138
Lavaca Capital
Texas
$338K -$17.5K -36 -5%
FWS
4139
FinDec Wealth Services
California
$337K -$94.3K -194 -23%
SIAS
4140
Summit Investment Advisory Services
Minnesota
$337K +$44.2K +91 +17%
PWP
4141
Phillips Wealth Planners
Mississippi
$335K -$4.38K -9 -1%
STFP
4142
Signal Tree Financial Partners
Ohio
$334K -$3.4K -7 -1%
EWM
4143
Elite Wealth Management
Washington
$334K +$305K +628 New
WAN
4144
Wealth Advisors Northwest
Oregon
$334K
KFS
4145
Kaizen Financial Strategies
California
$332K -$40.4K -83 -12%
RC
4146
Rovin Capital
Arizona
$332K -$6.32K -13 -2%
LWMNY
4147
Landmark Wealth Management (New York)
New York
$332K
APW
4148
Aventura Private Wealth
Florida
$332K +$13.1K +27 +5%
AWP
4149
Axis Wealth Partners
Rhode Island
$331K -$68.1K -140 -18%
LTI
4150
Laffer Tengler Investments
Tennessee
$331K +$302K +621 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.