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 %
BCM
851
Brookstone Capital Management
Illinois
$20.8M -$2.82M -5,300 -12%
SC
852
Stolper & Co
Oklahoma
$20.8M -$357K -670 -2%
VW
853
Vantage Wealth
California
$20.7M -$2.7M -5,061 -12%
KWM
854
Koa Wealth Management
California
$20.7M -$265K -498 -1%
APC
855
Asset Planning Corporation
Tennessee
$20.6M +$51.1K +96 +0.2%
PCG
856
Prosperity Consulting Group
Maryland
$20.6M +$364K +683 +2%
WPC
857
Wedmont Private Capital
Pennsylvania
$20.5M +$4.98M +9,494 +32%
XF
858
XML Financial
Maryland
$20.5M -$45.8K -86 -0.2%
FA
859
Financial Avengers
California
$20.5M +$158K +296 +0.8%
TGAM
860
TBH Global Asset Management
Tennessee
$20.5M +$3.57M +6,703 +21%
NAAA
861
New Age Alpha Advisors
New York
$20.5M -$14M -26,214 -41%
NB
862
NBT Bank
New York
$20.3M +$815K +1,530 +4%
MC
863
Muhlenkamp & Co
Pennsylvania
$20.3M -$18.1K -34 -0.1%
HWM
864
Heirloom Wealth Management
Colorado
$20.3M +$753K +1,413 +4%
FGP
865
Freestone Grove Partners
California
$20.3M +$20.3M +38,086 New
CM
866
Churchill Management
California
$20.2M +$150K +282 +0.7%
HCM
867
Hutner Capital Management
Vermont
$20.2M +$1.8M +3,376 +10%
SWM
868
Stockman Wealth Management
Montana
$20.2M -$104K -195 -0.5%
SAM
869
Summit Asset Management
Tennessee
$20.1M +$190K +357 +1%
LS
870
Livforsakringsbolaget Skandia
Sweden
$20.1M +$320K +600 +2%
AIM
871
Anchor Investment Management
South Carolina
$19.9M -$1.14M -2,145 -5%
WPW
872
Waldron Private Wealth
Pennsylvania
$19.9M -$28.7M -53,926 -59%
WDL
873
Well Done LLC
Michigan
$19.8M +$478K +1,055 +2%
MPW
874
Monterey Private Wealth
California
$19.8M -$55.4K -104 -0.3%
VVP
875
Venture Visionary Partners
Ohio
$19.7M +$78.3K +147 +0.4%
33 34
35
36 37