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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
MF
1276
Montis Financial
Massachusetts
$9.88M -$260K -534 -3%
SC
1277
Stephens Consulting
Michigan
$9.88M +$167K +344 +2%
RCWM
1278
Royal Capital Wealth Management
Indiana
$9.85M +$27.7K +57 +0.3%
GKWIM
1279
Gerber Kawasaki Wealth & Investment Management
California
$9.85M +$990K +2,037 +12%
AC
1280
Aristides Capital
Kentucky
$9.77M
WHRC
1281
W.H. Reaves & Co
New Jersey
$9.76M
CIC
1282
Crawford Investment Counsel
Georgia
$9.75M +$26.3K +54 +0.3%
ST
1283
Sabal Trust
Florida
$9.74M +$121K +249 +1%
MPAM
1284
Murphy Pohlad Asset Management
Minnesota
$9.74M -$146K -300 -2%
CAM
1285
Councilmark Asset Management
Tennessee
$9.73M -$17K -35 -0.2%
LIA
1286
LS Investment Advisors
Michigan
$9.73M -$158K -325 -2%
IP
1287
Ignite Planners
California
$9.73M +$6.45M +13,258 +261%
HIMC
1288
Heritage Investors Management Corp
Maryland
$9.71M -$185K -380 -2%
TSWM
1289
Tyler-Stone Wealth Management
Ohio
$9.68M -$286K -588 -3%
SC
1290
Syon Capital
California
$9.68M +$1.07M +2,195 +14%
ARC
1291
Advisor Resource Council
Texas
$9.66M +$10.8M +22,254 +1,464%
FI
1292
Financial Insights
Washington
$9.64M -$111K -228 -1%
DWP
1293
Destiny Wealth Partners
Florida
$9.63M -$68.1K -140 -0.8%
TIM
1294
Tortoise Investment Management
New York
$9.62M -$221K -454 -2%
AL
1295
ACAS LLC
California
$9.62M +$292K +601 +3%
MA
1296
MONECO Advisors
Connecticut
$9.61M -$3.1M -6,381 -26%
WT
1297
Washington Trust
Rhode Island
$9.6M +$1.2M +2,472 +16%
BA
1298
Bridgewater Advisors
New York
$9.58M +$639K +1,315 +8%
GC
1299
Grimes & Company
Massachusetts
$9.58M +$158K +326 +2%
FWSM
1300
First Wilshire Securities Management
California
$9.56M -$64.2K -132 -0.7%

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.