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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
KGP
4526
Keystone Global Partners
Colorado
$30.9K +$28.2K +58 New
SCA
4527
Stuart Chaussee & Associates
California
$30.4K -$14.6K -30 -34%
TTIC
4528
Tower Trust & Investment Company
Iowa
$29.9K +$27.2K +56 New
WA
4529
WestEnd Advisors
North Carolina
$28.2K +$17.5K +36 +212%
GWP
4530
Gen-Wealth Partners
Michigan
$27.7K -$3.4K -7 -12%
LFA
4531
LGT Financial Advisors
Texas
$26.6K -$219K -450 -90%
BCM
4532
Basso Capital Management
Connecticut
$26.6K +$24.3K +50 New
NWM
4533
Navigoe Wealth Management
California
$26K
TFA
4534
Transamerica Financial Advisors
Florida
$25K
ZRP
4535
Zynergy Retirement Planning
New Jersey
$22.7K +$24.3K +50 New
CI
4536
Cordant Inc
Oregon
$22.4K +$20.4K +42 New
CW
4537
Cooksen Wealth
Texas
$21.4K +$24.8K +51 New
RA
4538
Resolute Advisors
California
$20.8K -$387K -797 -95%
RCM
4539
Ravenstone Capital Management
$20.2K
CF
4540
Collier Financial
Colorado
$19.2K
BHWM
4541
Bay Harbor Wealth Management
Maryland
$18.1K +$15.1K +31 +1,033%
PS
4542
PayPay Securities
Japan
$18K -$4.86K -10 -23%
SC
4543
Solstein Capital
California
$16K
BFS
4544
Bare Financial Services
Pennsylvania
$14.9K +$13.6K +28 New
SWIM
4545
Smallwood Wealth Investment Management
New Jersey
$13.8K +$12.6K +26 New
BCM
4546
Birch Capital Management
Texas
$13.3K
AFS
4547
Anderson Financial Strategies
Ohio
$13.3K +$12.2K +25 New
CAIM
4548
Catherine Avery Investment Management
Florida
$11.7K
MCA
4549
Midwest Capital Advisors
Michigan
$9.59K
RCM
4550
Raleigh Capital Management
North Carolina
$7.99K -$1.04M -2,135 -99%

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.