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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
MAM
4351
Mullooly Asset Management
New Jersey
$243K +$222K +457 New
FPWM
4352
Five Pine Wealth Management
Idaho
$243K
TIM
4353
Thompson Investment Management
Wisconsin
$243K
SPI
4354
Santori & Peters Inc
Pennsylvania
$242K
WFPG
4355
Waller Financial Planning Group
Ohio
$242K +$221K +455 New
CC
4356
Commons Capital
Massachusetts
$242K +$221K +455 New
UFF
4357
USA Financial Formulas
Michigan
$242K -$21.4K -44 -9%
DIA
4358
Davidson Investment Advisors
Montana
$242K
TFM
4359
Trademark Financial Management
Minnesota
$241K +$220K +453 New
ODA
4360
One Degree Advisors
California
$241K +$221K +454 New
AR
4361
Apeiron RIA
Texas
$241K -$43.8K -90 -17%
ACM
4362
Andina Capital Management
Utah
$241K +$220K +452 New
BIP
4363
Blue Investment Partners
California
$238K
WA
4364
WESPAC Advisors
California
$236K +$215K +443 New
MM
4365
Meridian Management
Arkansas
$235K -$133K -273 -38%
KA
4366
Kooman & Associates
Pennsylvania
$235K -$15.6K -32 -7%
NA
4367
Novus Advisors
South Carolina
$235K -$2.92K -6 -1%
LFS
4368
Littlejohn Financial Services
Oregon
$234K +$214K +440 New
SC
4369
Shearwater Capital
Colorado
$233K +$213K +438 New
IPW
4370
Impact Partnership Wealth
Georgia
$233K +$212K +437 New
SC
4371
Schubert & Co
Texas
$233K +$212K +437 New
BWS
4372
Buck Wealth Strategies
Colorado
$232K -$123K -254 -37%
SCA
4373
St. Clair Advisors
Ohio
$231K -$77.8K -160 -27%
OS
4374
Objectivity Squared
South Carolina
$230K +$213K +438 New
AFA
4375
Alpha Financial Advisors
North Carolina
$230K +$210K +431 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.