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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
FWM
4301
Forefront Wealth Management
Pennsylvania
$264K -$1.95K -4 -0.8%
SWP
4302
Summit Wealth Partners
Florida
$263K
BIA
4303
Barry Investment Advisors
Massachusetts
$263K -$972 -2 -0.4%
BBL
4304
Beck Bode LLC
Massachusetts
$261K
BOJHT
4305
Bank of Jackson Hole Trust
Wyoming
$261K -$26.7K -55 -10%
SHFA
4306
SS&H Financial Advisors
Michigan
$260K
KPPF
4307
Klein Pavlis & Peasley Financial
California
$259K +$236K +486 New
CMBA
4308
C.M. Bidwell & Associates
Hawaii
$259K
EWA
4309
Emergent Wealth Advisors
New York
$259K +$236K +486 New
TA
4310
TFG Advisers
Michigan
$259K +$236K +486 New
TDWM
4311
Topel & Distasi Wealth Management
California
$258K
ISWM
4312
Independent Solutions Wealth Management
New York
$257K -$24.3K -50 -9%
LWA
4313
LifeGoal Wealth Advisors
New York
$257K -$68.5K -141 -23%
SF
4314
Slagle Financial
Illinois
$257K
AIFS
4315
A&I Financial Services
Colorado
$256K
FFG
4316
Foundry Financial Group
New Hampshire
$256K +$234K +481 New
NDWM
4317
New Dimensions Wealth Management
Texas
$256K +$234K +481 New
LSC
4318
Lesa Sroufe & Co
Washington
$256K +$233K +480 New
LPP
4319
Life Planning Partners
Florida
$255K
OWM
4320
Orgel Wealth Management
Wisconsin
$254K
PP
4321
Pingora Partners
Wyoming
$254K
KAM
4322
Kraft Asset Management
Tennessee
$254K +$972 +2 +0.4%
MAWAG
4323
Mid-American Wealth Advisory Group
Missouri
$254K +$232K +477 New
TF
4324
Tandem Financial
Colorado
$254K
RL
4325
Rogco LP
Oklahoma
$254K

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.