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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
PGAM
1126
Princeton Global Asset Management
New Jersey
$12.6M -$58.3K -120 -0.5%
HTI
1127
Hikari Tsushin Inc
Japan
$12.6M +$65.1K +134 +0.6%
GAMC
1128
Garner Asset Management Corp
Texas
$12.6M -$439K -904 -4%
VCA
1129
Verdence Capital Advisors
Maryland
$12.5M +$1.35M +2,779 +13%
NMCM
1130
Nicholson Meyer Capital Management
Missouri
$12.5M +$11.4M +23,428 New
WKWM
1131
Walter & Keenan Wealth Management
Indiana
$12.4M +$90.4K +186 +0.8%
LSWM
1132
Lorne Steinberg Wealth Management
Canada
$12.4M +$26.7K +55 +0.2%
AAIM
1133
Asset Advisors Investment Management
Georgia
$12.4M -$99.7K -205 -0.9%
ANTB
1134
AMG National Trust Bank
Colorado
$12.3M -$316K -651 -3%
SIG
1135
Sargent Investment Group
Maryland
$12.3M +$132K +271 +1%
DIM
1136
Delta Investment Management
California
$12.3M +$105K +216 +0.9%
CAS
1137
Coppell Advisory Solutions
Texas
$12.3M +$8.34M +17,153 +297%
LAM
1138
Lakewood Asset Management
Illinois
$12.2M +$724K +1,490 +7%
KCG
1139
Kinsale Capital Group
Virginia
$12.2M +$1.36M +2,791 +14%
CCWA
1140
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.1M +$51K +105 +0.5%
FFG
1141
Frisch Financial Group
New York
$12.1M -$3.9M -8,023 -26%
MIM
1142
Martin Investment Management
Florida
$12.1M +$21.9K +45 +0.2%
CWM
1143
Chronos Wealth Management
Florida
$12M -$247K -509 -2%
TC
1144
TAGStone Capital
North Carolina
$12M +$188K +386 +2%
IAN
1145
Integrated Advisors Network
Texas
$12M -$1.34M -2,750 -11%
TF
1146
Tompkins Financial
New York
$12M +$144K +296 +1%
MSFS
1147
Main Street Financial Solutions
Pennsylvania
$12M +$5.63M +11,582 +107%
EM
1148
Excalibur Management
Massachusetts
$11.9M +$365K +750 +3%
RA
1149
Riverstone Advisors
Texas
$11.9M +$342K +704 +3%
GL
1150
Graypoint LLC
New York
$11.9M -$2.92K -6 -0%

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.