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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
TWA
1226
TCI Wealth Advisors
Arizona
$10.7M +$114K +235 +1%
AC
1227
Avestar Capital
New York
$10.6M +$1.11M +2,286 +13%
SA
1228
SAM Advisors
California
$10.6M -$308K -633 -3%
HIP
1229
HUB Investment Partners
Texas
$10.5M -$2.16M -4,450 -18%
MIC
1230
Means Investment Company
Maine
$10.5M -$4.12M -8,478 -30%
IAIM
1231
International Assets Investment Management
Florida
$10.5M +$65.6K +135 +0.7%
JPWM
1232
Jamison Private Wealth Management
Georgia
$10.5M -$224K -461 -2%
CCM
1233
Conway Capital Management
California
$10.4M +$3.43M +7,049 +56%
SIA
1234
Schechter Investment Advisors
Michigan
$10.4M -$968K -1,992 -9%
PI
1235
PFG Investments
New York
$10.4M +$846K +1,740 +10%
FA
1236
Fagan Associates
New York
$10.4M -$100K -206 -1%
MP
1237
McDonald Partners
Ohio
$10.4M +$80.7K +166 +0.9%
VIM
1238
VELA Investment Management
Ohio
$10.4M -$928K -1,908 -9%
RL
1239
Ruffer LLP
United Kingdom
$10.4M -$6.28M -12,910 -40%
JIP
1240
Jaffetilchin Investment Partners
Florida
$10.4M +$29.7K +61 +0.3%
DWT
1241
Dorsey & Whitney Trust
South Dakota
$10.4M -$162K -333 -2%
HCM
1242
Harvey Capital Management
Florida
$10.3M -$426K -876 -4%
MIM
1243
Meridiem Investment Management
United Kingdom
$10.2M -$214K -440 -2%
MHIC
1244
Marble Harbor Investment Counsel
Massachusetts
$10.2M -$207K -425 -2%
SWA
1245
SOA Wealth Advisors
New York
$10.2M -$2.21M -4,538 -19%
BIM
1246
Baldwin Investment Management
Pennsylvania
$10.2M +$153K +315 +2%
BFS
1247
BridgePort Financial Solutions
Iowa
$10.2M +$20.4K +42 +0.2%
AWA
1248
Aaron Wealth Advisors
Illinois
$10.2M +$1.19M +2,439 +15%
GWM
1249
Graybill Wealth Management
Illinois
$10.2M +$9.29M +19,112 New
CWA
1250
Clarity Wealth Advisors
California
$10.2M +$373K +767 +4%

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.