BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,494 hedge funds and large institutions have $464B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,874 increasing their positions, 1,786 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,494
Holders Change
+29
Holders Change %
+0.65%
% of All Funds
61.03%
Holding in Top 10
920
Holding in Top 10 Change
+202
Holding in Top 10 Change %
+28.13%
% of All Funds
12.49%
New
223
Increased
1,874
Reduced
1,786
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$892M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$747M
5
BlackRock
BlackRock
New York
+$617M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.4B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.32B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624M
4
AIS
AM Investment Strategies
Tennessee
-$545M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
1126
Lakewood Asset Management
Illinois
$12.2M +$794K +1,490 +7%
KCG
1127
Kinsale Capital Group
Virginia
$12.2M +$1.49M +2,791 +14%
CCWA
1128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.1M +$55.9K +105 +0.5%
FFG
1129
Frisch Financial Group
New York
$12.1M -$4.27M -8,023 -26%
MIM
1130
Martin Investment Management
Florida
$12.1M +$24K +45 +0.2%
CWM
1131
Chronos Wealth Management
Florida
$12M -$271K -509 -2%
TC
1132
TAGStone Capital
North Carolina
$12M +$206K +386 +2%
IAN
1133
Integrated Advisors Network
Texas
$12M -$1.46M -2,750 -11%
TF
1134
Tompkins Financial
New York
$12M +$158K +296 +1%
MSFS
1135
Main Street Financial Solutions
Pennsylvania
$12M +$6.17M +11,582 +107%
EM
1136
Excalibur Management
Massachusetts
$11.9M +$399K +750 +3%
RA
1137
Riverstone Advisors
Texas
$11.9M +$375K +704 +3%
GL
1138
Graypoint LLC
New York
$11.9M -$3.2K -6 -0%
PIA
1139
Pinion Investment Advisors
Kansas
$11.9M +$5.36M +10,056 +82%
FMWA
1140
Forvis Mazars Wealth Advisors
Missouri
$11.9M -$734K -1,378 -6%
MMPW
1141
Mitchell McLeod Pugh & Williams
Alabama
$11.8M +$134K +251 +1%
HCM
1142
Howard Capital Management
Georgia
$11.8M -$512K -961 -4%
RCA
1143
Resonant Capital Advisors
Wisconsin
$11.8M +$371K +696 +3%
FG
1144
Foster Group
Iowa
$11.8M +$104K +196 +0.9%
FB
1145
Fulton Bank
Pennsylvania
$11.8M -$338K -634 -3%
BFA
1146
Buttonwood Financial Advisors
Maryland
$11.8M -$102K -191 -0.9%
CIM
1147
Corda Investment Management
Texas
$11.8M -$200K -375 -2%
GWANC
1148
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.7M +$586K +1,101 +5%
PIA
1149
Perennial Investment Advisors
California
$11.7M +$339K +637 +3%
AFA
1150
Arlington Financial Advisors
California
$11.7M +$83.1K +156 +0.7%
44 45
46
47 48