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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
TFA
851
Teamwork Financial Advisors
Texas
$21.2M +$16.1M +33,129 +503%
TI
852
Tidal Investments
Wisconsin
$21.1M -$8.89M -18,278 -32%
IWM
853
IHT Wealth Management
Illinois
$21.1M +$972K +2,000 +5%
AFG
854
Atomi Financial Group
New York
$21.1M +$3.77M +7,762 +24%
SWM
855
Spire Wealth Management
Virginia
$21M +$1.67M +3,425 +10%
KCPG
856
Kavar Capital Partners Group
Kansas
$21M +$519K +1,068 +3%
CFG
857
Citizens Financial Group
Rhode Island
$20.9M -$10.6M -21,756 -36%
VA
858
VestGen Advisors
Illinois
$20.9M +$19.1M +39,264 New
LAM
859
Lingohr Asset Management
Germany
$20.9M +$16.8M +34,484 +732%
AFG
860
Albion Financial Group
Utah
$20.9M -$13.4M -27,658 -41%
BWM
861
Buckley Wealth Management
Nevada
$20.8M -$352K -725 -2%
BCM
862
Brookstone Capital Management
Illinois
$20.8M -$2.58M -5,300 -12%
SC
863
Stolper & Co
Oklahoma
$20.8M -$326K -670 -2%
VW
864
Vantage Wealth
California
$20.7M -$2.46M -5,061 -12%
KWM
865
Koa Wealth Management
California
$20.7M -$242K -498 -1%
APC
866
Asset Planning Corporation
Tennessee
$20.6M +$46.7K +96 +0.2%
PCG
867
Prosperity Consulting Group
Maryland
$20.6M +$332K +683 +2%
WPC
868
Wedmont Private Capital
Pennsylvania
$20.5M +$4.62M +9,494 +32%
XF
869
XML Financial
Maryland
$20.5M -$41.8K -86 -0.2%
FA
870
Financial Avengers
California
$20.5M +$144K +296 +0.8%
TGAM
871
TBH Global Asset Management
Tennessee
$20.5M +$3.26M +6,703 +21%
NAAA
872
New Age Alpha Advisors
New York
$20.5M -$12.7M -26,214 -41%
NB
873
NBT Bank
New York
$20.3M +$744K +1,530 +4%
MC
874
Muhlenkamp & Co
Pennsylvania
$20.3M -$16.5K -34 -0.1%
HWM
875
Heirloom Wealth Management
Colorado
$20.3M +$687K +1,413 +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.