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Berkshire Hathaway Class B
BRK.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: 732 → 932 (+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: 4,518 → 4,560 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.98B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.25B
3
JP Morgan Chase
JP Morgan Chase
New York
+$814M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$684M
5
BlackRock
BlackRock
New York
+$563M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.28B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.21B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$570M
4
AIS
AM Investment Strategies
Tennessee
-$497M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$439M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
4451
Halbert Hargrove Global Advisors
California
$151K -$24.3K -50 -15%
FFC
4452
First Financial Corp
Indiana
$150K – – –
VWA
4453
Valued Wealth Advisors
Utah
$150K +$17K +35 +14%
DWM
4454
Dogwood Wealth Management
Kansas
$146K +$18.5K +38 +16%
NG
4455
NWK Group
California
$143K – – –
SAM
4456
Sherman Asset Management
California
$138K – – –
BGC
4457
Beutel, Goodman & Co
Ontario, Canada
$138K +$126K +260 New
SWP
4458
SIMA Wealth Partners
Virginia
$137K – – –
WA
4459
Whipplewood Advisors
Colorado
$137K +$70K +144 +56%
NSG
4460
Nalls Sherbakoff Group
Tennessee
$137K +$125K +257 New
MCI
4461
MRP Capital Investments
Georgia
$133K – – –
APW
4462
Atlantic Private Wealth
North Carolina
$133K +$122K +250 New
CJL
4463
Cyrus J. Lawrence
New York
$133K -$1.89M -3,889 -94%
SVCF
4464
Silicon Valley Community Foundation
California
$127K +$21.9K +45 +23%
DWA
4465
Dougherty Wealth Advisers
Minnesota
$126K -$2.43K -5 -2%
RWS
4466
Retirement Wealth Solutions
Wisconsin
$126K – – –
PWA
4467
Principia Wealth Advisory
Texas
$124K +$9.24K +19 +9%
WCM
4468
WealthTrak Capital Management
Virginia
$123K +$24.8K +51 +28%
NOI
4469
Newton One Investments
Delaware
$116K – – –
DWM
4470
Darwin Wealth Management
Florida
$115K – – –
PCC
4471
Park Circle Company
Maryland
$113K – – –
RF
4472
Robinswood Financial
Washington
$112K – – –
1M
4473
1248 Management
Missouri
$109K +$99.7K +205 New
EFMH
4474
E Fund Management (HK)
Hong Kong
$108K +$98.2K +202 New
GCM
4475
GKV Capital Management
California
$107K -$24.3K -50 -20%
177 178
179
180 181

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.