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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
PIA
1151
Pinion Investment Advisors
Kansas
$11.9M +$4.89M +10,056 +82%
CT
1152
Caldwell Trust
Florida
$11.9M -$606K -1,246 -5%
FMWA
1153
Forvis Mazars Wealth Advisors
Missouri
$11.9M -$670K -1,378 -6%
MMPW
1154
Mitchell McLeod Pugh & Williams
Alabama
$11.8M +$122K +251 +1%
HCM
1155
Howard Capital Management
Georgia
$11.8M -$467K -961 -4%
RCA
1156
Resonant Capital Advisors
Wisconsin
$11.8M +$338K +696 +3%
FG
1157
Foster Group
Iowa
$11.8M +$95.3K +196 +0.9%
FB
1158
Fulton Bank
Pennsylvania
$11.8M -$308K -634 -3%
BFA
1159
Buttonwood Financial Advisors
Maryland
$11.8M -$92.9K -191 -0.9%
CIM
1160
Corda Investment Management
Texas
$11.8M -$182K -375 -2%
GWANC
1161
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.7M +$535K +1,101 +5%
PIA
1162
Perennial Investment Advisors
California
$11.7M +$310K +637 +3%
AFA
1163
Arlington Financial Advisors
California
$11.7M +$75.8K +156 +0.7%
GEA
1164
Glen Eagle Advisors
New Jersey
$11.7M +$278K +571 +3%
CF
1165
Centaurus Financial
California
$11.7M +$460K +947 +5%
SB
1166
Simmons Bank
Arkansas
$11.7M -$247K -509 -2%
MIP
1167
Marietta Investment Partners
Wisconsin
$11.7M
GIM
1168
Goelzer Investment Management
Indiana
$11.6M +$77.8K +160 +0.7%
CCA
1169
Covey Capital Advisors
Georgia
$11.6M -$972K -1,999 -8%
LSV Asset Management
1170
LSV Asset Management
Illinois
$11.6M -$214K -440 -2%
AWC
1171
Adamsbrown Wealth Consultants
Kansas
$11.6M +$1.27M +2,609 +14%
SIA
1172
SeaBridge Investment Advisors
New Jersey
$11.6M -$260K -535 -2%
BB
1173
Burford Brothers
Texas
$11.5M +$849K +1,747 +9%
OMC
1174
Overbrook Management Corp
New York
$11.5M -$2.92M -6,004 -22%
MIM
1175
Moseley Investment Management
Florida
$11.5M +$209K +430 +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.