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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
GBWM
1426
Granite Bay Wealth Management
New Hampshire
$8.08M -$55.4K -114 -0.7%
III
1427
Independent Investors Inc
New York
$8.06M
BFO
1428
Biltmore Family Office
North Carolina
$8.04M +$426K +877 +6%
TPCW
1429
TD Private Client Wealth
New York
$8.01M -$55.4K -114 -0.8%
D
1430
Drystone
Virginia
$8M -$12.2K -25 -0.2%
CCM
1431
Consolidated Capital Management
California
$8M +$4.75M +9,761 +185%
BOA
1432
Birnam Oak Advisors
New York
$7.99M
SFS
1433
Stiles Financial Services
Minnesota
$7.96M -$23.8K -49 -0.3%
PIM
1434
Plato Investment Management
Australia
$7.95M -$619K -1,273 -8%
MWA
1435
Meridian Wealth Advisors
Texas
$7.93M
SAI
1436
Savvy Advisors Inc
New York
$7.91M +$2.03M +4,173 +39%
TSS
1437
Thomas Story & Son
Indiana
$7.88M +$343K +705 +5%
PTP
1438
Platform Technology Partners
New York
$7.87M +$498K +1,025 +7%
AB
1439
ANB Bank
Colorado
$7.86M -$178K -366 -2%
BPWM
1440
Black Point Wealth Management
Florida
$7.86M -$20.3M -41,847 -74%
BOH
1441
Bank of Hawaii
Hawaii
$7.86M -$465K -957 -6%
GWSG
1442
GPS Wealth Strategies Group
Colorado
$7.85M -$339K -698 -5%
LA
1443
LM Advisors
California
$7.84M +$151K +311 +2%
CIC
1444
Chase Investment Counsel
Virginia
$7.82M +$1.31M +2,704 +23%
MWA
1445
Muirfield Wealth Advisors
North Carolina
$7.82M +$557K +1,146 +8%
SCG
1446
Sonata Capital Group
Washington
$7.8M +$272K +560 +4%
LSPW
1447
Lake Street Private Wealth
Illinois
$7.8M +$137K +281 +2%
GCA
1448
Genesee Capital Advisors
New York
$7.75M +$138K +283 +2%
IC
1449
Inkwell Capital
Florida
$7.75M -$1.16M -2,394 -14%
CCWM
1450
Correct Capital Wealth Management
Missouri
$7.73M -$9.24K -19 -0.1%

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.