We are live on ! Find out more
BRK.B icon

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
VFA
4151
Values First Advisors
Tennessee
$331K
BSAM
4152
Blue Square Asset Management
New York
$330K -$2.92K -6 -1%
TWM
4153
TSA Wealth Management
Texas
$330K +$972 +2 +0.3%
GWAM
4154
Guardian Wealth Advisors (Minnesota)
Minnesota
$330K
HWA
4155
Hilltop Wealth Advisors
North Carolina
$329K +$300K +617 New
MSA
4156
Marathon Strategic Advisors
Pennsylvania
$328K
CA
4157
CWC Advisors
Oregon
$327K +$15.6K +32 +5%
PD
4158
Planning Directions
Pennsylvania
$326K -$36.5K -75 -11%
PWM
4159
Pacific Wealth Management
California
$326K
RCM
4160
Requisite Capital Management
Texas
$325K +$13.6K +28 +5%
DI
4161
Disciplined Investments
Oklahoma
$324K -$3.4K -7 -1%
NME
4162
Notis-McConarty Edward
$324K +$3.89K +8 +1%
CSI
4163
Clark & Stuart Inc
Maine
$323K -$1.46K -3 -0.5%
AFS
4164
AFG Fiduciary Services
Massachusetts
$323K
SGWM
4165
Sterling Group Wealth Management
California
$322K
TIA
4166
Tandem Investment Advisors
South Carolina
$322K -$249K -513 -46%
LD
4167
Lipe & Dalton
New York
$322K
WI
4168
WJ Interests
Texas
$322K +$294K +604 New
BFP
4169
Brewster Financial Planning
New York
$322K
WHCFA
4170
William Howard & Co Financial Advisors
Tennessee
$322K +$68.1K +140 +30%
GSC
4171
Ground Swell Capital
South Carolina
$321K +$293K +603 New
OC
4172
OxenFree Capital
Florida
$321K -$20.9K -43 -6%
ASG
4173
Ariston Services Group
California
$321K
ERSOT
4174
Employees Retirement System of Texas
Texas
$320K -$52.4M -107,790 -99%
SC
4175
Scholtz & Company
Connecticut
$320K -$97.2K -200 -25%

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.