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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
IFG
926
Independent Financial Group
California
$17.6M +$188K +387 +1%
SIM
927
Sterling Investment Management
Arizona
$17.5M -$745K -1,532 -4%
AUB
928
Atlantic Union Bankshares
Virginia
$17.5M -$544K -1,119 -3%
KFP
929
KMG Fiduciary Partners
Ohio
$17.4M +$589K +1,212 +4%
ECAM
930
East Coast Asset Management
Massachusetts
$17.4M -$281K -578 -2%
CPA
931
Court Place Advisors
Maryland
$17.3M +$44.7K +92 +0.3%
CCA
932
Cooper Capital Advisors
California
$17.3M +$4.38K +9 +0%
MAS
933
Meeder Advisory Services
Ohio
$17.3M +$1.05M +2,165 +7%
MSA
934
MUFG Securities Americas
New York
$17.3M +$2.62M +5,388 +20%
PWW
935
Pettyjohn Wood & White
Virginia
$17.1M -$962K -1,978 -6%
KAS
936
Kemnay Advisory Services
New York
$17.1M +$3.92M +8,062 +34%
IVP
937
Intrinsic Value Partners
Arizona
$17.1M -$105K -216 -0.7%
GI
938
GAMMA Investing
California
$17.1M +$4.67M +9,601 +43%
FHA
939
Flagship Harbor Advisors
Massachusetts
$17M +$6.46M +13,287 +71%
CIA
940
CCM Investment Advisers
South Carolina
$17M -$572K -1,177 -4%
MG
941
Mather Group
Illinois
$16.9M +$634K +1,304 +4%
SQA
942
Simon Quick Advisors
New Jersey
$16.9M +$1.99M +4,103 +15%
LNB
943
Ledyard National Bank
$16.9M -$217K -447 -1%
AWM
944
Axxcess Wealth Management
California
$16.8M -$3.25M -6,682 -17%
BCFD
945
Boit C.F. David
$16.8M
WIC
946
Woodmont Investment Counsel
Tennessee
$16.8M -$154K -317 -1%
AC
947
AlphaCore Capital
California
$16.8M -$99.2K -204 -0.6%
ECM
948
Exchange Capital Management
Michigan
$16.7M -$142K -292 -0.9%
AG
949
AlTi Global
New York
$16.7M -$238K -490 -2%
WW
950
Waterfront Wealth
Kansas
$16.7M -$308K -633 -2%

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.