We are live on ! Find out more
BRK.B icon

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
HNW
1326
High Note Wealth
Minnesota
$9.22M -$32.1K -66 -0.4%
VWM
1327
Vermillion Wealth Management
Minnesota
$9.21M -$91.4K -188 -1%
FHC
1328
First Heartland Consultants
Missouri
$9.16M +$1.05M +2,157 +14%
CWM
1329
Circle Wealth Management
New Jersey
$9.16M +$29.2K +60 +0.3%
SMA
1330
Sage Mountain Advisors
Georgia
$9.15M +$384K +790 +5%
CA
1331
Calton & Associates
Florida
$9.13M +$4.8M +9,866 +135%
PK
1332
Pflug Koory
Nebraska
$9.13M +$181K +373 +2%
MNBTD
1333
Moody National Bank Trust Division
Texas
$9.12M -$4.38K -9 -0.1%
OWIM
1334
Old West Investment Management
California
$9.1M +$28.2K +58 +0.3%
CHC
1335
City Holding Co
West Virginia
$9.1M +$337K +693 +4%
CCA
1336
Checchi Capital Advisers
California
$9.1M +$91.9K +189 +1%
ISB
1337
Iowa State Bank
Iowa
$9.09M -$390K -802 -4%
WP
1338
Westmount Partners
California
$9.09M -$152K -313 -2%
SI
1339
Symmetry Investments
Jersey
$9.05M +$3.89M +8,002 +89%
DA
1340
DCM Advisors
New York
$9.03M -$408K -839 -5%
BA
1341
Birinyi Associates
Connecticut
$9.02M
DWM
1342
Drive Wealth Management
Utah
$9.02M +$307K +631 +4%
LHC
1343
Little House Capital
Massachusetts
$9.01M -$1.29M -2,662 -14%
SAG
1344
SageView Advisory Group
California
$8.99M +$1.42M +2,911 +21%
CFP
1345
Cascade Financial Partners
California
$8.95M -$108K -223 -1%
3IP
1346
3Chopt Investment Partners
Virginia
$8.94M +$43.3K +89 +0.5%
TCM
1347
Traynor Capital Management
Pennsylvania
$8.94M +$387K +797 +5%
WAM
1348
Wernau Asset Management
Massachusetts
$8.93M -$10.7K -22 -0.1%
LS
1349
Leelyn Smith
Illinois
$8.93M +$37.9K +78 +0.5%
LWANC
1350
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.9M -$131K -269 -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.