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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
YIA
576
YHB Investment Advisors
Connecticut
$40.6M +$370K +762 +1%
NAS
577
NWF Advisory Services
California
$40.5M -$2.02M -4,146 -5%
FCBT
578
First Citizens Bank & Trust
North Carolina
$40.4M -$1.1M -2,271 -3%
DWM
579
Destination Wealth Management
California
$40.2M -$442K -909 -1%
CGH
580
Crossmark Global Holdings
Texas
$40M +$1.9M +3,899 +5%
PWC
581
PYA Waltman Capital
Tennessee
$39.9M +$48.6K +100 +0.1%
WP
582
WealthPLAN Partners
Nebraska
$39.8M -$196K -404 -0.5%
KCM
583
Kanawha Capital Management
Virginia
$39.8M +$83.6K +172 +0.2%
LKIM
584
Lawson Kroeker Investment Management
Nebraska
$39.7M +$76.3K +157 +0.2%
DOA
585
D'Orazio & Associates
Virginia
$39.6M -$55.4K -114 -0.2%
CIA
586
Concurrent Investment Advisors
Florida
$39.5M +$6.99M +14,388 +24%
EDRH
587
Edmond de Rothschild Holding
Switzerland
$39.5M +$250K +515 +0.7%
MMA
588
Miracle Mile Advisors
California
$39.4M +$202K +415 +0.6%
TRCT
589
Tower Research Capital (TRC)
New York
$39.3M -$26.2M -53,909 -42%
CAMG
590
CWA Asset Management Group
Florida
$39.2M +$573K +1,178 +2%
SWP
591
Stratos Wealth Partners
Ohio
$39.2M -$4.24M -8,713 -11%
WPIC
592
White Pine Investment Company
Michigan
$39.2M -$682K -1,403 -2%
MWM
593
Meridian Wealth Management
Kentucky
$39.1M +$464K +955 +1%
HCM
594
Hutchinson Capital Management
California
$39.1M -$487K -1,002 -1%
OAC
595
OMERS Administration Corp
Ontario, Canada
$39M -$1M -2,064 -3%
EBSAM
596
Eubel Brady & Suttman Asset Management
Ohio
$39M -$3.82M -7,863 -10%
MAM
597
Magellan Asset Management
Australia
$38.9M -$2.43M -5,003 -6%
RT
598
Rockland Trust
Massachusetts
$38.7M -$1.42M -2,926 -4%
AMCA
599
Arthur M. Cohen & Associates
Illinois
$38.7M -$1.48M -3,048 -4%
SWA
600
Strata Wealth Advisors
Texas
$38.7M -$2.89M -5,948 -8%

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.