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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
BFP
801
Beacon Financial Planning
Massachusetts
$23.3M -$539K -1,108 -2%
FNBOO
802
First National Bank of Omaha
Nebraska
$23.2M -$512K -1,053 -2%
HKAM
803
Horizon Kinetics Asset Management
New York
$23M -$233K -479 -1%
BCM
804
Banyan Capital Management
Georgia
$22.9M -$331K -680 -2%
FSA
805
Financial Security Advisor
Virginia
$22.9M +$367K +754 +2%
MWM
806
Modern Wealth Management
Kansas
$22.9M -$311K -639 -1%
RWM
807
Ritholtz Wealth Management
New York
$22.9M +$962K +1,978 +5%
AC
808
Aldebaran Capital
Indiana
$22.8M -$146K -300 -0.7%
KWM
809
Kingsview Wealth Management
Oregon
$22.8M -$1.79M -3,672 -8%
NP
810
NorthRock Partners
Minnesota
$22.8M +$565K +1,162 +3%
HTC
811
Haverford Trust Company
Pennsylvania
$22.8M +$153K +314 +0.7%
BFS
812
Bard Financial Services
Connecticut
$22.7M -$668K -1,375 -3%
TWM
813
TLW Wealth Management
Florida
$22.7M +$86.5K +178 +0.4%
EI
814
Ethic Inc
New York
$22.7M +$4.74M +9,743 +30%
MFWM
815
Motley Fool Wealth Management
Virginia
$22.7M -$2.36M -4,852 -10%
CA
816
Cornerstone Advisory
Maryland
$22.7M -$34K -70 -0.2%
PPG
817
Peak Planning Group
Colorado
$22.7M +$1.92M +3,956 +10%
CTI
818
Community Trust & Investment
Kentucky
$22.6M -$4.51M -9,277 -18%
HVP
819
Hudson Value Partners
Florida
$22.6M +$218K +448 +1%
VIM
820
Vinva Investment Management
Australia
$22.6M +$6.91M +14,213 +50%
WCM
821
Weik Capital Management
Pennsylvania
$22.6M -$1.05M -2,151 -5%
PFS
822
Prospera Financial Services
Texas
$22.5M +$889K +1,828 +5%
IIM
823
INTECH Investment Management
Florida
$22.5M -$611K -1,256 -3%
JWBC
824
J.W. Burns & Co
New York
$22.4M -$32.6K -67 -0.2%
BJL
825
Brighton Jones LLC
Washington
$22.4M +$1.28M +2,628 +7%

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.