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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
HIA
651
Harbor Investment Advisory
Maryland
$33.1M +$389K +801 +0.3%
MCM
652
Marsico Capital Management
Colorado
$33M +$29.4M +60,416 +3,853%
AI
653
Atria Investments
North Carolina
$32.9M -$5.15M -10,596 -15%
SC
654
Steginsky Capital
New York
$32.9M -$1.1M -2,259 -4%
CSP
655
Cary Street Partners
Virginia
$32.7M +$1.78M +3,655 +6%
SRC
656
Shufro Rose & Co
New York
$32.5M -$829K -1,706 -3%
FNT
657
First National Trust
Pennsylvania
$32.3M -$2.81M -5,775 -9%
ZIG
658
Zuckerman Investment Group
Illinois
$32.2M -$1.48M -3,045 -5%
CCM
659
Coldstream Capital Management
Washington
$32M +$1.83M +3,755 +7%
SPC
660
Sigma Planning Corp
Michigan
$32M +$721K +1,484 +3%
BFA
661
Beaumont Financial Advisors
Massachusetts
$31.8M +$919K +1,890 +3%
HC
662
Hendley & Co
Ohio
$31.7M -$104K -213 -0.4%
CAM
663
Carret Asset Management
New York
$31.7M -$52K -107 -0.2%
BFO
664
Boston Family Office
Massachusetts
$31.7M -$775K -1,595 -3%
ASN
665
Advisory Services Network
Georgia
$31.7M -$509K -1,047 -2%
NAS
666
Nicolet Advisory Services
Wisconsin
$31.6M +$1.71M +3,513 +6%
SC
667
Sierra Capital
Florida
$31.4M +$2.92M +6,011 +11%
SN
668
Sittner & Nelson
Oregon
$31.4M -$307K -632 -1%
OIA
669
OneDigital Investment Advisors
Kansas
$31.4M +$358K +736 +1%
VA
670
Valmark Advisers
Ohio
$31.3M +$2.58M +5,311 +10%
VCM
671
Violich Capital Management
California
$31.2M +$175K +360 +0.6%
CIA
672
Capital Investment Advisors
Georgia
$31.2M +$3.03M +6,237 +12%
GG
673
Greenwood Gearhart
Arkansas
$31.2M +$1.28M +2,633 +5%
A
674
Allianz
Germany
$31.1M +$3.66M +7,533 +15%
CA
675
Callahan Advisors
Texas
$31.1M -$1.12M -2,303 -4%

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.