We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

4,561 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: 4,5194,561 (+42)

0% less ownership

Funds ownership: 65.74%65.74% (-0%)

Holders
4,561
Holders Change
+42
Holders Change %
+0.93%
% of All Funds
61.15%
Holding in Top 10
932
Holding in Top 10 Change
+200
Holding in Top 10 Change %
+27.32%
% of All Funds
12.49%
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
GIC
1576
Generali Investments CEE
Czech Republic
$6.57M -$746K -1,535 -11%
CPC
1577
Consolidated Planning Corp
Georgia
$6.57M +$47.2K +97 +0.8%
FW
1578
FullCircle Wealth
Texas
$6.56M +$27.7K +57 +0.5%
RA
1579
Ransom Advisory
Rhode Island
$6.56M -$97.2K -200 -2%
SG
1580
StoneX Group
New York
$6.55M -$110K -227 -2%
LWP
1581
LMG Wealth Partners
Louisiana
$6.55M +$82.6K +170 +1%
SC
1582
Slow Capital
California
$6.54M +$85.6K +176 +1%
IP
1583
Interval Partners
New York
$6.53M -$6.02M -12,381 -50%
MC
1584
Martin & Co
Tennessee
$6.53M -$144K -296 -2%
ME
1585
McIlrath & Eck
Washington
$6.52M +$680K +1,399 +13%
MWA
1586
Midland Wealth Advisors
Illinois
$6.52M +$3.56M +7,317 +148%
EA
1587
Ellsworth Advisors
Ohio
$6.52M +$12.6K +26 +0.2%
SWA
1588
Sax Wealth Advisors
New Jersey
$6.51M +$1.09M +2,241 +22%
BFG
1589
Birch Financial Group
New Hampshire
$6.5M +$871K +1,791 +17%
PMFA
1590
Plante Moran Financial Advisors
Michigan
$6.5M -$247K -509 -4%
JC
1591
Jacobs & Co
California
$6.49M -$144K -297 -2%
PSF
1592
Pacific Sun Financial
California
$6.46M -$37.4K -77 -0.6%
HIM
1593
Harbour Investment Management
Washington
$6.41M -$117K -240 -2%
CPIA
1594
Cornell Pochily Investment Advisors
New York
$6.41M -$21.9K -45 -0.4%
HW
1595
Hancock Whitney
Mississippi
$6.41M +$192K +395 +3%
CFGSD
1596
Compass Financial Group (South Dakota)
South Dakota
$6.4M +$555K +1,142 +11%
KP
1597
Keel Point
Alabama
$6.39M +$648K +1,333 +13%
TSMHT
1598
Thurston Springer Miller Herd & Titak
Indiana
$6.37M +$966K +1,988 +20%
UHC
1599
Union Heritage Capital
Michigan
$6.35M
FCM
1600
Fortis Capital Management
Washington
$6.35M +$193K +397 +3%

BRK.B Hedge Fund Activity: Q1 2025 in Review

4,561 of the 7,459 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.

  • 4,561 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2025, up from 4,519 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.