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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
HOWA
4376
Heritage Oak Wealth Advisors
Florida
$229K +$209K +430 New
SEM
4377
Strategic Equity Management
Arizona
$229K +$209K +430 New
MTC
4378
Matrix Trust Company
Colorado
$229K +$48.1K +99 +30%
CI
4379
Ceera Investments
Texas
$228K +$208K +428 New
TWP
4380
Total Wealth Planning
Ohio
$228K +$208K +428 New
BCM
4381
Beck Capital Management
Texas
$228K +$208K +428 New
QFA
4382
Quattro Financial Advisors
Texas
$226K +$207K +425 New
RWA
4383
Roberts Wealth Advisors
California
$225K -$28.7K -59 -12%
FDW
4384
Fourth Dimension Wealth
Ohio
$225K +$22.4K +46 +12%
PAWA
4385
Palo Alto Wealth Advisors
California
$225K +$214K +440 New
CCAL
4386
City Center Advisors LLC
Michigan
$225K +$205K +422 New
MWM
4387
Melfa Wealth Management
Massachusetts
$225K +$205K +422 New
WSFG
4388
Wall Street Financial Group
Illinois
$224K +$204K +420 New
DJFS
4389
Dean Jacobson Financial Services
Texas
$223K +$204K +419 New
VRM
4390
Vectors Research Management
New York
$223K +$203K +418 New
PIS
4391
POM Investment Strategies
North Carolina
$221K +$19.9K +41 +11%
MADFP
4392
Michael A Dubis Financial Planning
Wisconsin
$220K +$201K +414 New
PCMF
4393
Private Capital Management (Florida)
Florida
$220K +$201K +414 New
FC
4394
Fjell Capital
North Dakota
$220K +$201K +413 New
FPW
4395
Flagship Private Wealth
Massachusetts
$219K +$200K +412 New
Capstone Investment Advisors
4396
Capstone Investment Advisors
New York
$219K -$22.7M -46,646 -99%
AFO
4397
Aurelius Family Office
New Hampshire
$219K +$200K +411 New
FWP
4398
Fiduciary Wealth Partners
Massachusetts
$218K +$199K +410 New
KFG
4399
Kropog Financial Group
Louisiana
$218K +$199K +410 New
Loomis, Sayles & Company
4400
Loomis, Sayles & Company
Massachusetts
$218K -$99.2K -204 -33%

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.