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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
MA
4326
MSA Advisors
California
$253K
O3W
4327
Omni 360 Wealth
New Jersey
$252K -$13.6K -28 -6%
TIA
4328
Trust Investment Advisors
Indiana
$252K +$230K +473 New
HA
4329
HC Advisors
Georgia
$251K
FP
4330
Fiduciary Planning
Florida
$251K
SH
4331
SLT Holdings
Arizona
$251K +$4.86K +10 +2%
FAC
4332
Financial Advisory Corporation
Michigan
$251K
IWC
4333
Infinity Wealth Counsel
Ohio
$249K -$5.35K -11 -2%
VI
4334
VanderPol Investments
Michigan
$249K -$1.95K -4 -0.8%
CC
4335
Caxton Corporation
New Jersey
$249K -$324K -666 -59%
JHC
4336
J. Hagan Capital
Kentucky
$248K +$266K +548 New
HFF
4337
Halter Ferguson Financial
Indiana
$248K -$6.81K -14 -3%
AWM
4338
Allen Wealth Management
North Carolina
$248K
HP
4339
Holowesko Partners
Bahamas
$248K -$729K -1,500 -76%
TDC
4340
Thompson Davis & Co
Virginia
$248K
SCA
4341
Stokes Capital Advisors
South Carolina
$246K
IPW
4342
IronBridge Private Wealth
Texas
$246K +$224K +461 New
BCM
4343
Bienville Capital Management
New York
$246K -$262K -539 -54%
SW
4344
Schulz Wealth
Texas
$245K
NRWA
4345
North Ridge Wealth Advisors
Oregon
$245K -$18.5K -38 -8%
PCIG
4346
Partners Capital Investment Group
Massachusetts
$244K +$223K +459 New
SPWG
4347
Sage Private Wealth Group
Illinois
$244K -$16K -33 -7%
EMAM
4348
Encompass More Asset Management
California
$243K -$54.9K -113 -20%
JWM
4349
Jeppson Wealth Management
California
$243K
MHB
4350
Midwest Heritage Bank
Iowa
$243K +$222K +457 New

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.