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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
BNMT
4176
Bawa N Mallick Trust
New York
$320K
FFL
4177
Financial Freedom LLC
Ohio
$320K
LAI
4178
Legal Advantage Investments
California
$320K
MCG
4179
McCollum Christoferson Group
New York
$320K
MPWS
4180
McCarter Private Wealth Services
Massachusetts
$320K +$43.8K +90 +18%
LWM
4181
Latko Wealth Management
Illinois
$319K -$87K -179 -23%
GKFF
4182
George Kaiser Family Foundation
Oklahoma
$318K +$290K +597 New
PGCM
4183
Prescott Group Capital Management
Oklahoma
$318K +$290K +597 New
DWA
4184
Delap Wealth Advisory
Oregon
$317K +$4.86K +10 +2%
RFM
4185
Royal Fund Management
Florida
$315K -$8.27K -17 -3%
EMB
4186
Elefante Mark B
$315K
WAM
4187
Walker Asset Management
Missouri
$315K
VEA
4188
Virtus ETF Advisers
New York
$314K -$934K -1,921 -77%
SHFP
4189
Second Half Financial Partners
Florida
$314K +$8.27K +17 +3%
LWA
4190
Lowe Wealth Advisors
Maryland
$314K +$89.5K +184 +45%
MSCM
4191
McElhenny Sheffield Capital Management
Texas
$313K +$13.1K +27 +5%
CBB
4192
Citizens Business Bank
California
$313K +$195K +402 +217%
CFGA
4193
Cambridge Financial Group (Arizona)
Arizona
$312K +$288K +593 New
NCM
4194
Narwhal Capital Management
Georgia
$312K
VWM
4195
Verus Wealth Management
Wisconsin
$309K
PRI
4196
Prepared Retirement Institute
Pennsylvania
$309K +$20.4K +42 +8%
HCWM
4197
Hidden Cove Wealth Management
Washington
$308K +$42.3K +87 +18%
AW
4198
Alaethes Wealth
Nevada
$308K +$281K +579 New
MF
4199
Manuka Financial
Virginia
$308K +$13.6K +28 +5%
DF
4200
Dunhill Financial
United Kingdom
$308K +$39.9K +82 +17%

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.