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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
CAM
1076
Cypress Asset Management
Texas
$13.5M -$11.2K -23 -0.1%
MTC
1077
McDaniel Terry & Co
Texas
$13.5M -$353K -726 -3%
WAS
1078
Winch Advisory Services
Wisconsin
$13.5M -$111K -229 -0.9%
CPCM
1079
Cardinal Point Capital Management
Ontario, Canada
$13.4M -$1.16M -2,391 -18%
BCV
1080
Banque Cantonale Vaudoise
Switzerland
$13.4M +$12.2M +25,159 New
WAP
1081
Wealthcare Advisory Partners
Pennsylvania
$13.4M -$16.5K -34 -0.1%
KFA
1082
Kelleher Financial Advisors
New York
$13.4M -$2.4M -4,939 -16%
SWA
1083
Stratos Wealth Advisors
Ohio
$13.4M -$928K -1,908 -7%
PWP
1084
Principle Wealth Partners
Connecticut
$13.3M +$1.14M +2,344 +10%
HWM
1085
HFR Wealth Management
New York
$13.3M -$29.7K -61 -0.2%
PFM
1086
Patton Fund Management
Texas
$13.3M -$1.68M -3,462 -12%
KA
1087
Kovack Advisors
Florida
$13.3M -$124K -255 -1%
BRCM
1088
Bright Rock Capital Management
Massachusetts
$13.3M
JRP
1089
Jasper Ridge Partners
California
$13.3M
BTI
1090
Blue Trust Inc
Georgia
$13.3M -$38.4K -79 -0.3%
FLPIM
1091
F.L. Putnam Investment Management
Massachusetts
$13.3M +$777K +1,598 +7%
SWP
1092
Sagespring Wealth Partners
Tennessee
$13.2M +$1.67M +3,439 +16%
AT
1093
Arlington Trust
Alabama
$13.2M -$110K -227 -0.9%
UH
1094
Unigestion Holding
Switzerland
$13.2M -$2.76M -5,684 -19%
AIMC
1095
Alley Investment Management Company
Illinois
$13.1M -$38.4K -79 -0.3%
ZF
1096
Zhang Financial
Michigan
$13.1M -$58.8K -121 -0.5%
FIS
1097
Fischer Investment Strategies
California
$13.1M +$11.6M +23,831 +2,994%
BCPWM
1098
Bradley & Co Private Wealth Management
Florida
$13.1M -$307K -632 -3%
MPI
1099
Mairs & Power Inc
Minnesota
$13.1M -$675K -1,389 -5%
IIC
1100
Ironwood Investment Counsel
Arizona
$13.1M +$93.8K +193 +0.8%

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.