BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,494 hedge funds and large institutions have $464B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,874 increasing their positions, 1,786 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,494
Holders Change
+29
Holders Change %
+0.65%
% of All Funds
61.04%
Holding in Top 10
920
Holding in Top 10 Change
+202
Holding in Top 10 Change %
+28.13%
% of All Funds
12.5%
New
223
Increased
1,874
Reduced
1,786
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$892M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$747M
5
BlackRock
BlackRock
New York
+$617M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.4B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.32B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624M
4
AIS
AM Investment Strategies
Tennessee
-$545M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
676
Robertson Stephens Wealth Management
California
$30.7M +$1.11M +2,089 +4%
FDCP
677
Foster Dykema Cabot & Partners
Massachusetts
$30.6M -$147K -276 -0.5%
BFG
678
Bleakley Financial Group
New Jersey
$30.5M +$1.54M +2,888 +5%
PWAM
679
Private Wealth Asset Management
Iowa
$30.5M +$30.5M +57,338 New
TC
680
Truvestments Capital
Florida
$30.5M +$2.04M +3,825 +7%
PCA
681
Purkiss Capital Advisors
Connecticut
$30.5M +$414K +778 +1%
CWM
682
Cabot Wealth Management
Massachusetts
$30.4M -$683K -1,282 -2%
BWFA
683
Baltimore-Washington Financial Advisors
Maryland
$30.4M +$1.17M +2,190 +4%
Massachusetts Financial Services
684
Massachusetts Financial Services
Massachusetts
$29.9M +$8.52M +15,993 +40%
FFA
685
Farther Finance Advisors
California
$29.9M +$6.77M +12,698 +29%
UI
686
Unconventional Investor
New Hampshire
$29.9M +$46.9K +88 +0.2%
HAG
687
HighPoint Advisor Group
Illinois
$29.8M +$3.04M +5,683 +11%
IA
688
Integrity Alliance
Iowa
$29.7M +$19.8M +37,267 +200%
CC
689
Chicago Capital
Illinois
$29.7M +$93.7K +176 +0.3%
SFS
690
Sowell Financial Services
Arkansas
$29.7M -$265K -498 -0.9%
FA
691
Fiduciary Alliance
South Carolina
$29.6M +$1.04M +1,958 +4%
AI
692
Accredited Investors
Minnesota
$29.5M -$1.23M -2,318 -4%
BC
693
Burney Company
Virginia
$29.5M -$72.4K -136 -0.2%
NCM
694
Nearwater Capital Markets
Ireland
$29.5M -$28.8M -54,000 -49%
NL
695
NWAM LLC
Washington
$29.4M -$135K -253 -0.5%
PWM
696
Perigon Wealth Management
California
$29.2M -$1.15M -2,163 -4%
BBA
697
BLB&B Advisors
Pennsylvania
$29.2M +$2.05M +3,841 +8%
FG
698
Fiduciary Group
Georgia
$29.2M -$108K -203 -0.4%
HF
699
HRT Financial
New York
$29M +$29M +54,509 New
RGC
700
Roberts, Glore & Co
Illinois
$29M -$1.71M -3,209 -6%
26 27
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