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 %
KPPF
4251
Klein Pavlis & Peasley Financial
California
$259K +$259K +486 New
CMBA
4252
C.M. Bidwell & Associates
Hawaii
$259K – – –
TA
4253
TFG Advisers
Michigan
$259K +$259K +486 New
TDWM
4254
Topel & Distasi Wealth Management
California
$258K – – –
ISWM
4255
Independent Solutions Wealth Management
New York
$257K -$26.6K -50 -9%
LWA
4256
LifeGoal Wealth Advisors
New York
$257K -$75.1K -141 -23%
SF
4257
Slagle Financial
Illinois
$257K – – –
AIFS
4258
A&I Financial Services
Colorado
$256K – – –
FFG
4259
Foundry Financial Group
New Hampshire
$256K +$256K +481 New
NDWM
4260
New Dimensions Wealth Management
Texas
$256K +$256K +481 New
LSC
4261
Lesa Sroufe & Co
Washington
$256K +$256K +480 New
LPP
4262
Life Planning Partners
Florida
$255K – – –
PP
4263
Pingora Partners
Wyoming
$254K – – –
OWM
4264
Orgel Wealth Management
Wisconsin
$254K – – –
KAM
4265
Kraft Asset Management
Tennessee
$254K +$1.07K +2 +0.4%
MAWAG
4266
Mid-American Wealth Advisory Group
Missouri
$254K +$254K +477 New
TF
4267
Tandem Financial
Colorado
$254K – – –
RL
4268
Rogco LP
Oklahoma
$254K – – –
MA
4269
MSA Advisors
California
$253K – – –
TIA
4270
Trust Investment Advisors
Indiana
$252K +$252K +473 New
HA
4271
HC Advisors
Georgia
$251K – – –
FP
4272
Fiduciary Planning
Florida
$251K – – –
SH
4273
SLT Holdings
Arizona
$251K +$5.33K +10 +2%
FAC
4274
Financial Advisory Corporation
Michigan
$251K – – –
IWC
4275
Infinity Wealth Counsel
Ohio
$249K -$5.86K -11 -2%
169 170
171
172 173