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 %
CW
4151
Code Waechter
Florida
$306K -$29.3K -55 -9%
MWM
4152
MinichMacGregor Wealth Management
New York
$306K -$10.1K -19 -3%
IPA
4153
Investment Planning Advisors
Georgia
$306K +$306K +574 New
DFS
4154
Dixon Fnancial Services
California
$304K – – –
HFS
4155
Hughes Financial Services
Virginia
$303K +$12.8K +24 +4%
LA
4156
LPF Advisors
Florida
$303K – – –
IRC
4157
Investors Research Corp
Georgia
$303K -$44.7K -84 -13%
AWP
4158
Ascent Wealth Partners
New York
$303K – – –
TS
4159
TradeWell Securities
Indiana
$303K +$7.99K +15 +3%
BW
4160
Balance Wealth
Ohio
$302K +$302K +567 New
TCM
4161
TruNorth Capital Management
Michigan
$300K -$298K -559 -50%
BAM
4162
Beaumont Asset Management
Texas
$300K -$66.6K -125 -18%
HKIMG
4163
Hutchens & Kramer Investment Management Group
Indiana
$299K – – –
CWMA
4164
Capstone Wealth Management (Alabama)
Alabama
$299K – – –
WHCI
4165
W.H. Cornerstone Investments
Massachusetts
$298K -$28.2K -53 -9%
BO
4166
Bank OZK
Arkansas
$298K -$4.79K -9 -2%
CIM
4167
Cambria Investment Management
California
$298K +$41.5K +78 +16%
I
4168
InvesTrust
Oklahoma
$297K -$26.6K -50 -8%
SIA
4169
Stegner Investment Associates
Kentucky
$297K – – –
SWM
4170
Seaside Wealth Management
California
$296K +$18.1K +34 +7%
KC
4171
Kinloch Capital
Virginia
$296K +$9.59K +18 +3%
CWM
4172
Centricity Wealth Management
Ohio
$295K – – –
APW
4173
Axim Planning & Wealth
Ohio
$293K +$293K +551 New
SAM
4174
Strive Asset Management
Ohio
$293K -$454K -852 -61%
HR
4175
Howe & Rusling
New York
$293K -$217K -407 -43%
165 166
167
168 169