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 %
TFM
4301
Trademark Financial Management
Minnesota
$241K +$241K +453 New
ODA
4302
One Degree Advisors
California
$241K +$241K +454 New
AR
4303
Apeiron RIA
Texas
$241K -$47.9K -90 -17%
ACM
4304
Andina Capital Management
Utah
$241K +$241K +452 New
BIP
4305
Blue Investment Partners
California
$238K – – –
WA
4306
WESPAC Advisors
California
$236K +$236K +443 New
MM
4307
Meridian Management
Arkansas
$235K -$145K -273 -38%
KA
4308
Kooman & Associates
Pennsylvania
$235K -$17K -32 -7%
NA
4309
Novus Advisors
South Carolina
$235K -$3.2K -6 -1%
LFS
4310
Littlejohn Financial Services
Oregon
$234K +$234K +440 New
SC
4311
Shearwater Capital
Colorado
$233K +$233K +438 New
IPW
4312
Impact Partnership Wealth
Georgia
$233K +$233K +437 New
SC
4313
Schubert & Co
Texas
$233K +$233K +437 New
BWS
4314
Buck Wealth Strategies
Colorado
$232K -$135K -254 -37%
SCA
4315
St. Clair Advisors
Ohio
$231K -$85.2K -160 -27%
OS
4316
Objectivity Squared
South Carolina
$230K +$230K +438 New
AFA
4317
Alpha Financial Advisors
North Carolina
$230K +$230K +431 New
SEM
4318
Strategic Equity Management
Arizona
$229K +$229K +430 New
HOWA
4319
Heritage Oak Wealth Advisors
Florida
$229K +$229K +430 New
MTC
4320
Matrix Trust Company
Colorado
$229K +$52.7K +99 +30%
TWP
4321
Total Wealth Planning
Ohio
$228K +$228K +428 New
CI
4322
Ceera Investments
Texas
$228K +$228K +428 New
BCM
4323
Beck Capital Management
Texas
$228K +$228K +428 New
QFA
4324
Quattro Financial Advisors
Texas
$226K +$226K +425 New
RWA
4325
Roberts Wealth Advisors
California
$225K -$31.4K -59 -12%
171 172
173
174 175