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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
CWA
1551
Capital Wealth Alliance
Arizona
$6.76M +$286K +588 +5%
JMFC
1552
J.M. Forbes & Co
Massachusetts
$6.75M -$27.7K -57 -0.4%
CC
1553
Courier Capital
New York
$6.74M +$1.27M +2,610 +26%
STB
1554
S&T Bank
Pennsylvania
$6.74M -$219K -450 -3%
NF
1555
Nvest Financial
New Hampshire
$6.73M -$140K -289 -2%
GWAG
1556
Garrett Wealth Advisory Group
Texas
$6.73M +$146K +301 +2%
UCI
1557
Uncommon Cents Investing
Wisconsin
$6.71M -$127K -261 -2%
FPWM
1558
FSB Premier Wealth Management
Iowa
$6.71M +$539K +1,108 +10%
DI
1559
Diligent Investors
California
$6.7M -$318K -654 -5%
GLA
1560
Good Life Advisors
Pennsylvania
$6.67M +$627K +1,289 +11%
AIMCA
1561
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.66M +$292K +600 +5%
AGP
1562
Autumn Glory Partners
Texas
$6.65M +$51K +105 +0.8%
CWM
1563
Concentrum Wealth Management
California
$6.64M +$585K +1,204 +11%
BF
1564
Bonfire Financial
Colorado
$6.63M +$227K +466 +4%
CMI
1565
Clare Market Investments
Texas
$6.63M +$853K +1,755 +16%
ACM
1566
Avalon Capital Management
California
$6.63M +$449K +923 +8%
NHT
1567
New Hampshire Trust
New Hampshire
$6.62M +$139K +285 +2%
RFP
1568
Root Financial Partners
California
$6.62M +$6.04M +12,430 New
CCG
1569
Cloverfields Capital Group
Minnesota
$6.62M -$420K -864 -7%
LSA
1570
Leonteq Securities AG
Switzerland
$6.61M -$5.78M -11,886 -49%
HCA
1571
Hyperion Capital Advisors
New York
$6.61M
CIAS
1572
Capital Investment Advisory Services
North Carolina
$6.6M +$630K +1,296 +12%
BFA
1573
Bragg Financial Advisors
North Carolina
$6.59M -$165K -339 -3%
OPW
1574
Osprey Private Wealth
New York
$6.59M +$656K +1,350 +12%
SW
1575
SMART Wealth
Nebraska
$6.57M -$1.14M -2,339 -16%

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.