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
MLA
4251
MB, Levis & Associates
Pennsylvania
$282K
BDFN
4252
Bond & Devick Financial Network
Minnesota
$282K +$36.9K +76 +17%
BW
4253
BostonPremier Wealth
Massachusetts
$281K -$56.4K -116 -18%
MWP
4254
Meredith Wealth Planning
Illinois
$281K +$7.29K +15 +3%
TWA
4255
Trellis Wealth Advisors
California
$280K
ELM
4256
Elite Life Management
Florida
$280K +$17K +35 +7%
TCM
4257
TD Capital Management
Tennessee
$280K
GOCP
4258
Great Oak Capital Partners
Massachusetts
$280K
BGIM
4259
Brandywine Global Investment Management
Pennsylvania
$279K -$54.5M -112,120 -100%
LW
4260
Libra Wealth
California
$279K
SCB
4261
Saudi Central Bank
Saudi Arabia
$279K +$255K +524 New
OCFG
4262
O'Connor Financial Group
Illinois
$279K +$3.89K +8 +2%
VC
4263
Veery Capital
Delaware
$278K
AI
4264
Auour Investments
Massachusetts
$278K
RRWA
4265
Rainey & Randall Wealth Advisors
Florida
$277K +$1.46K +3 +0.6%
RGF
4266
Retirement Guys Formula
Ohio
$277K +$29.7K +61 +13%
DA
4267
Dillon & Associates
Michigan
$277K
QCIG
4268
Quad-Cities Investment Group
Iowa
$276K
PCWA
4269
Pacific Capital Wealth Advisors
California
$276K -$31.6K -65 -11%
JF
4270
Joule Financial
Kentucky
$275K +$8.75K +18 +4%
LIA
4271
LifePlan Investment Advisors
North Carolina
$275K -$972 -2 -0.4%
BCFS
4272
Butensky & Cohen Financial Security
Florida
$274K -$48.6K -100 -16%
AWA
4273
ARQ Wealth Advisors
Arizona
$273K -$47.2K -97 -16%
DWA
4274
Delta Wealth Advisors
Indiana
$272K
TC
4275
Tenret Company
Florida
$272K

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.