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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
CAAS
1301
Capital Asset Advisory Services
Michigan
$9.55M +$4.86K +10 +0.1%
GCM
1302
Gibraltar Capital Management
Oklahoma
$9.53M +$6.9M +14,196 +383%
FHA
1303
First Horizon Advisors
Tennessee
$9.53M +$69.5K +143 +0.8%
SWM
1304
Salvus Wealth Management
New Jersey
$9.52M +$23.8K +49 +0.3%
BWP
1305
Baldwin Wealth Partners
Massachusetts
$9.51M +$8.68M +17,852 New
CPA
1306
Capital Performance Advisors
California
$9.5M +$2.79M +5,745 +48%
PL
1307
Plancorp LLC
Missouri
$9.49M +$328K +675 +4%
BIP
1308
Blueprint Investment Partners
North Carolina
$9.47M -$439K -903 -5%
DIA
1309
Dana Investment Advisors
Wisconsin
$9.43M -$240K -494 -3%
VAS
1310
Valicenti Advisory Services
New York
$9.43M +$348K +716 +4%
NFG
1311
Nadler Financial Group
Illinois
$9.42M -$168K -346 -2%
MIM
1312
Marshall Investment Management
Colorado
$9.4M -$69.5K -143 -0.8%
IWA
1313
Integrity Wealth Advisors
California
$9.39M +$28.2K +58 +0.3%
MCM
1314
McDonough Capital Management
Florida
$9.39M +$67.1K +138 +0.8%
CI
1315
Cigna Investments
Connecticut
$9.37M -$171K -351 -2%
BIMC
1316
Benson Investment Management Company
Virginia
$9.36M -$193K -397 -2%
NP
1317
Nilsine Partners
Colorado
$9.35M +$74.4K +153 +0.9%
BFC
1318
Bedel Financial Consulting
Indiana
$9.34M -$24.3K -50 -0.3%
CCAM
1319
Codex Capital Asset Management
Texas
$9.33M
AC
1320
Apella Capital
Connecticut
$9.29M +$802K +1,649 +10%
BP
1321
BBR Partners
New York
$9.29M -$32.6K -67 -0.4%
JCM
1322
Janney Capital Management
Pennsylvania
$9.28M -$1.58M -3,245 -16%
PCP
1323
Proficio Capital Partners
Massachusetts
$9.28M -$400K -822 -5%
FSA
1324
Fort Sheridan Advisors
Illinois
$9.27M +$6.81K +14 +0.1%
PWS
1325
Peterson Wealth Services
Utah
$9.25M +$302K +621 +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.