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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
61.15%
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
FF
4426
Fluent Financial
Texas
$201K -$44.7K -92 -20%
CDWM
4427
Campbell Deegan Wealth Management
Virginia
$201K +$183K +377 New
CB
4428
Chris Bulman
California
$201K -$36K -74 -16%
PCM
4429
Perritt Capital Management
Illinois
$201K +$26.7K +55 +17%
BI
4430
Bramshill Investments
Florida
$201K +$183K +377 New
RTL
4431
Red Tortoise LLC
Georgia
$200K
TWA
4432
Talisman Wealth Advisors
New Jersey
$200K +$183K +376 New
MDA
4433
Minot DeBlois Advisors
Massachusetts
$194K -$68.1K -140 -28%
DF
4434
DecisionPoint Financial
Arizona
$194K -$486 -1 -0.3%
KA
4435
Kozak & Associates
Colorado
$193K -$122K -250 -41%
AF
4436
Atala Financial
California
$192K
AAG
4437
Accordant Advisory Group
Maryland
$186K +$114K +235 +204%
SC
4438
Sawyer & Company
Massachusetts
$184K -$12.2K -25 -7%
GWMI
4439
Guardian Wealth Management (Illinois)
Illinois
$184K -$4.86K -10 -3%
TWD
4440
True Wealth Design
Ohio
$182K +$44.2K +91 +36%
AEPWM
4441
Atlantic Edge Private Wealth Management
Florida
$178K
PPC
4442
Park Place Capital
Alabama
$176K -$416K -856 -72%
LWMI
4443
Legacy Wealth Management (Idaho)
Idaho
$168K +$17K +35 +12%
SVWA
4444
Sarver Vrooman Wealth Advisors
Missouri
$167K +$153K +314 New
CWM
4445
Copia Wealth Management
Oregon
$167K +$12.2K +25 +9%
MMCM
4446
Murphy & Mullick Capital Management
New York
$161K +$18.5K +38 +14%
RAM
4447
Ramirez Asset Management
New York
$160K
RWM
4448
Ruedi Wealth Management
Illinois
$153K
CRFG
4449
Columbia River Financial Group
Washington
$151K +$139K +285 New
SCM
4450
Silvant Capital Management
Georgia
$151K

BRK.B Hedge Fund Activity: Q1 2025 in Review

4,560 of the 7,457 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.