BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,494 hedge funds and large institutions have $464B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,874 increasing their positions, 1,786 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,494
Holders Change
+29
Holders Change %
+0.65%
% of All Funds
61.03%
Holding in Top 10
920
Holding in Top 10 Change
+202
Holding in Top 10 Change %
+28.13%
% of All Funds
12.49%
New
223
Increased
1,874
Reduced
1,786
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$892M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$747M
5
BlackRock
BlackRock
New York
+$617M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.4B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.32B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624M
4
AIS
AM Investment Strategies
Tennessee
-$545M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
1476
Trivium Point Advisory
Connecticut
$7.3M +$209K +392 +3%
CNFG
1477
Creegan & Nassoura Financial Group
New Hampshire
$7.28M -$477K -895 -6%
WA
1478
Waddell & Associates
Tennessee
$7.28M -$58.6K -110 -0.8%
QCMNJ
1479
Quantum Capital Management (New Jersey)
New Jersey
$7.26M -$66K -124 -0.9%
TBA
1480
Tower Bridge Advisors
Pennsylvania
$7.26M -$176K -330 -2%
FAIM
1481
Financial Advocates Investment Management
Washington
$7.25M -$4M -7,513 -36%
KWA
1482
Kingswood Wealth Advisors
California
$7.24M -$2.72M -5,106 -27%
Financial Engines Advisors
1483
Financial Engines Advisors
California
$7.23M -$310K -582 -4%
AF
1484
Aviso Financial
Ontario, Canada
$7.23M -$343K -644 -5%
DWM
1485
Diversify Wealth Management
Utah
$7.22M -$163K -305 -2%
PTC
1486
Private Trust Company
Ohio
$7.2M +$68.7K +129 +1%
DLCIG
1487
D.L. Carlson Investment Group
New Hampshire
$7.2M -$581K -1,090 -7%
MWM
1488
MOKAN Wealth Management
Kansas
$7.2M +$34.1K +64 +0.5%
OAJ
1489
Ogorek Anthony Joseph
New York
$7.2M +$6.04M +11,342 +521%
BFW
1490
Brady Family Wealth
Missouri
$7.2M -$82.6K -155 -1%
WAM
1491
WNY Asset Management
New York
$7.19M +$538K +1,011 +8%
RA
1492
Royce & Associates
New York
$7.19M – – –
PFBT
1493
Parkside Financial Bank & Trust
Missouri
$7.19M +$264K +495 +4%
ACS
1494
Archford Capital Strategies
Illinois
$7.19M +$727K +1,365 +11%
SM
1495
Samjo Management
New York
$7.18M -$242K -455 -3%
AFA
1496
AllGen Financial Advisors
Florida
$7.18M -$477K -895 -6%
CP
1497
Clayton Partners
California
$7.18M -$997K -1,872 -12%
MCA
1498
MSH Capital Advisors
Arizona
$7.16M -$17K -32 -0.2%
AWM
1499
Angeles Wealth Management
California
$7.15M -$193K -362 -3%
VAM
1500
Vienna Asset Management
California
$7.15M -$1.2M -2,248 -14%
58 59
60
61 62