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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
AF
1476
Apollon Financial
South Carolina
$7.43M +$425K +874 +7%
BA
1477
Bellwether Advisors
Nebraska
$7.42M +$13.1K +27 +0.2%
EWA
1478
EverSource Wealth Advisors
Alabama
$7.4M -$3.1M -6,375 -31%
SAM
1479
Smartleaf Asset Management
Massachusetts
$7.4M +$151K +310 +2%
ATS
1480
Ashton Thomas Securities
New York
$7.38M +$106K +219 +2%
HFS
1481
Howard Financial Services
Texas
$7.38M +$219K +450 +3%
CDDEC
1482
Caisse Des Depots Et Consignations
France
$7.37M +$6.73M +13,838 New
TFM
1483
TFC Financial Management
Massachusetts
$7.37M +$468K +963 +7%
WDA
1484
Wendell David Associates
New Hampshire
$7.35M -$486K -1,000 -7%
PCM
1485
Pointe Capital Management
Michigan
$7.35M -$649K -1,335 -9%
BIG
1486
Brooklyn Investment Group
New York
$7.34M +$1.73M +3,557 +35%
GPFA
1487
Game Plan Financial Advisors
Ohio
$7.34M -$65.1K -134 -1%
RFWA
1488
RPg Family Wealth Advisory
Massachusetts
$7.33M -$389K -800 -5%
SEP
1489
Southland Equity Partners
Missouri
$7.33M +$473K +972 +8%
4WM
1490
4J Wealth Management
Virginia
$7.32M -$48.1K -99 -0.7%
TPA
1491
Trivium Point Advisory
Connecticut
$7.3M +$191K +392 +3%
CNFG
1492
Creegan & Nassoura Financial Group
New Hampshire
$7.28M -$435K -895 -6%
WA
1493
Waddell & Associates
Tennessee
$7.28M -$53.5K -110 -0.8%
QCMNJ
1494
Quantum Capital Management (New Jersey)
New Jersey
$7.26M -$60.3K -124 -0.9%
TBA
1495
Tower Bridge Advisors
Pennsylvania
$7.26M -$160K -330 -2%
FAIM
1496
Financial Advocates Investment Management
Washington
$7.25M -$3.65M -7,513 -36%
KWA
1497
Kingswood Wealth Advisors
California
$7.24M -$2.48M -5,106 -27%
Financial Engines Advisors
1498
Financial Engines Advisors
California
$7.23M -$283K -582 -4%
AF
1499
Aviso Financial
Ontario, Canada
$7.23M -$313K -644 -5%
DWM
1500
Diversify Wealth Management
Utah
$7.22M -$148K -305 -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.