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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
GMA
1026
Glassy Mountain Advisors
Maryland
$14.4M -$534K -1,098 -4%
CCM
1027
Canal Capital Management
Virginia
$14.3M +$218K +449 +2%
TCOK
1028
Trust Company of Kansas
Kansas
$14.3M -$329K -677 -2%
MA
1029
Montag & Associates
Georgia
$14.3M -$417K -858 -3%
ONSWM
1030
Old North State Wealth Management
North Carolina
$14.3M +$779K +1,602 +6%
MCCP
1031
Mission Creek Capital Partners
California
$14.3M +$5.34M +10,981 +69%
RBA
1032
Richard Bernstein Advisors
New York
$14.3M -$714K -1,468 -5%
VWA
1033
Visionary Wealth Advisors
Illinois
$14.3M -$246K -506 -2%
TG
1034
TCW Group
California
$14.2M +$699K +1,437 +6%
FFA
1035
Fragasso Financial Advisors
Pennsylvania
$14.2M -$4.83M -9,930 -27%
SFO
1036
Stokes Family Office
Louisiana
$14.2M -$70.5K -145 -0.5%
FVWA
1037
Foster Victor Wealth Advisors
South Carolina
$14.1M -$1.19M -2,439 -8%
CA
1038
Commerzbank Aktiengesellschaft
Germany
$14.1M +$1.26M +2,595 +11%
EWA
1039
EQ Wealth Advisors
Texas
$14.1M +$171K +351 +1%
PA
1040
Procyon Advisors
Connecticut
$14.1M +$224K +461 +2%
GFA
1041
Gifford Fong Associates
California
$14.1M
SFS
1042
Summit Financial Strategies
Ohio
$14.1M -$1.6M -3,286 -11%
TCM
1043
Twin Capital Management
Pennsylvania
$14.1M -$914K -1,881 -7%
AG
1044
Ascent Group
Virginia
$14.1M +$3.14M +6,452 +32%
AFM
1045
Armstrong Fleming & Moore
District of Columbia
$14.1M +$10.1M +20,837 +371%
HLCM
1046
Hi-Line Capital Management
South Dakota
$14.1M +$963K +1,981 +8%
BIA
1047
Beacon Investment Advisors
Maryland
$14M -$1.46K -3 -0%
GC
1048
Guggenheim Capital
Illinois
$14M -$3.63M -7,477 -22%
AP
1049
Appleton Partners
Massachusetts
$14M +$5.86M +12,055 +85%
TCM
1050
Telos Capital Management
California
$14M -$207K -426 -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.