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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
CWD
4201
Clarity Wealth Development
Oregon
$308K
NCG
4202
Newport Capital Group
New Jersey
$307K +$5.83K +12 +2%
PIA
4203
Petredis Investment Advisors
Pennsylvania
$306K -$9.72K -20 -3%
KIC
4204
Keating Investment Counselors
Florida
$306K
RFO
4205
RiverGlades Family Offices
Florida
$306K
CW
4206
Code Waechter
Florida
$306K -$26.7K -55 -9%
MWM
4207
MinichMacGregor Wealth Management
New York
$306K -$9.24K -19 -3%
IPA
4208
Investment Planning Advisors
Georgia
$306K +$279K +574 New
DFS
4209
Dixon Fnancial Services
California
$304K
HFS
4210
Hughes Financial Services
Virginia
$303K +$11.7K +24 +4%
LA
4211
LPF Advisors
Florida
$303K
IRC
4212
Investors Research Corp
Georgia
$303K -$40.8K -84 -13%
AWP
4213
Ascent Wealth Partners
New York
$303K
TS
4214
TradeWell Securities
Indiana
$303K +$7.29K +15 +3%
BW
4215
Balance Wealth
Ohio
$302K +$276K +567 New
TCM
4216
TruNorth Capital Management
Michigan
$300K -$272K -559 -50%
BAM
4217
Beaumont Asset Management
Texas
$300K -$60.8K -125 -18%
HKIMG
4218
Hutchens & Kramer Investment Management Group
Indiana
$299K
CWMA
4219
Capstone Wealth Management (Alabama)
Alabama
$299K
WHCI
4220
W.H. Cornerstone Investments
Massachusetts
$298K -$25.8K -53 -9%
BO
4221
Bank OZK
Arkansas
$298K -$4.38K -9 -2%
CIM
4222
Cambria Investment Management
California
$298K +$37.9K +78 +16%
I
4223
InvesTrust
Oklahoma
$297K -$24.3K -50 -8%
SIA
4224
Stegner Investment Associates
Kentucky
$297K
SWM
4225
Seaside Wealth Management
California
$296K +$16.5K +34 +7%

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.