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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
SDWIA
426
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$64.5M +$838K +1,724 +1%
AWS
427
Atria Wealth Solutions
New York
$64.5M -$10.4M -21,326 -15%
GWM
428
Geneos Wealth Management
Colorado
$64.4M +$35M +71,990 +147%
FT
429
Fiduciary Trust
Massachusetts
$63.7M -$1.75M -3,591 -3%
LGF
430
LGT Group Foundation
Liechtenstein
$63.6M +$13.1M +26,954 +29%
LI
431
Lafayette Investments
Maryland
$63.3M -$832K -1,711 -1%
NIM
432
NEOS Investment Management
Connecticut
$63.2M +$10.9M +22,512 +23%
VFA
433
Valeo Financial Advisors
Indiana
$62.7M +$648K +1,333 +0.5%
SAM
434
Silvercrest Asset Management
New York
$62.5M +$415K +853 +0.7%
AIS
435
AM Investment Strategies
Tennessee
$62.2M -$497M -1,022,650 -90%
DJSG
436
D.J. St. Germain
Massachusetts
$62M -$1.2M -2,463 -2%
SCTC
437
Sanibel Captiva Trust Company
Florida
$61.9M -$1M -2,062 -2%
SLAM
438
Swiss Life Asset Management
$61.4M +$18.4M +37,908 +49%
NCM
439
New Capital Management
Texas
$61.3M +$3.91M +8,036 +8%
CBCM
440
Cook & Bynum Capital Management
Alabama
$61.2M
RRAM
441
River Road Asset Management
Kentucky
$61.1M -$7.97M -16,403 -13%
AC
442
Avenir Corporation
Virginia
$60.6M -$452K -930 -0.8%
MG
443
Marex Group
$60.5M -$46M -94,581 -45%
AMAL
444
Asset Management Advisors LLC
Oklahoma
$60M -$69.5K -143 -0.1%
IMRF
445
Illinois Municipal Retirement Fund
Illinois
$59.8M -$6.89M -14,169 -11%
HIMCH
446
Hartford Investment Management Co (HIMCO)
Connecticut
$59.6M -$683K -1,404 -1%
CWM
447
Chemistry Wealth Management
New York
$59.5M -$427K -878 -0.8%
G
448
GenTrust
Florida
$59.3M -$7.29K -15 -0%
MSR
449
Main Street Research
Connecticut
$59.3M +$966K +1,986 +2%
ACM
450
Academy Capital Management
Texas
$59.2M -$608K -1,251 -1%

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.