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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
FRA
1401
Frank Rimerman Advisors
California
$8.33M +$445K +915 +6%
BFA
1402
Benedict Financial Advisors
Georgia
$8.32M -$89.5K -184 -1%
SEIA
1403
Signature Estate & Investment Advisors
California
$8.31M +$979K +2,013 +15%
AF
1404
Aldebaran Financial
$8.31M -$85.6K -176 -1%
BZWA
1405
Blue Zone Wealth Advisors
California
$8.29M +$27.2K +56 +0.4%
CPA
1406
Cardiff Park Advisors
California
$8.29M +$12.6K +26 +0.2%
SA
1407
Strategic Advisors
New York
$8.25M +$746K +1,534 +11%
CSI
1408
Cross Staff Investments
New York
$8.24M -$34K -70 -0.5%
AF
1409
Apexium Financial
Texas
$8.22M -$6.81K -14 -0.1%
KTM
1410
Keeler Thomas Management
Utah
$8.22M -$3.02M -6,206 -29%
WG
1411
Watchman Group
Texas
$8.21M -$340K -700 -4%
CCME
1412
CIBC Capital Markets (Europe)
Luxembourg
$8.2M
SPG
1413
Strategic Planning Group
Utah
$8.2M +$89.5K +184 +1%
CWA
1414
CJM Wealth Advisers
Virginia
$8.18M +$486 +1 +0%
NSIM
1415
North Star Investment Management
Illinois
$8.18M +$390K +802 +6%
TIM
1416
Tevis Investment Management
Texas
$8.15M
CPRC
1417
Consolidated Portfolio Review Corp
New York
$8.14M +$4.17M +8,584 +128%
RCM
1418
Ridgepath Capital Management
Tennessee
$8.13M -$3.28M -6,743 -31%
MAC
1419
Mason & Associates (California)
California
$8.13M +$191K +392 +3%
Verition Fund Management
1420
Verition Fund Management
Connecticut
$8.12M -$1.25M -2,581 -14%
LWA
1421
Lineweaver Wealth Advisors
Ohio
$8.11M +$573K +1,178 +8%
PB
1422
Pinnacle Bancorp
Nebraska
$8.11M +$394K +811 +6%
GTAM
1423
Global Trust Asset Management
Florida
$8.1M -$239K -492 -3%
PWG
1424
Private Wealth Group
Florida
$8.08M -$5.78M -11,889 -44%
ACM
1425
AKRE Capital Management
Virginia
$8.08M -$48.1K -99 -0.6%

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.