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Berkshire Hathaway Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1601
Shepherd Wealth Management
Ohio
$6.22M +$5.05M +9,477 +432%
IMA
1602
Investment Management Associates
Colorado
$6.22M +$876K +1,645 +16%
B
1603
Bellecapital
Switzerland
$6.21M -$10.7K -20 -0.2%
VAG
1604
VisionPoint Advisory Group
Texas
$6.21M +$719K +1,350 +13%
SSI
1605
Scott & Selber Inc
Texas
$6.2M +$4.79K +9 +0.1%
CAG
1606
Cypress Advisory Group
Arizona
$6.19M
TCOTS
1607
Trust Company of the South
North Carolina
$6.19M +$130K +244 +2%
PGWM
1608
Parisi Gray Wealth Management
New Jersey
$6.19M +$636K +1,194 +11%
VCM
1609
Versant Capital Management
Arizona
$6.18M +$1.4M +2,635 +29%
MAA
1610
Matrix Asset Advisors
New York
$6.17M -$520K -976 -8%
RFA
1611
Resurgent Financial Advisors
Georgia
$6.17M +$33.6K +63 +0.5%
HW
1612
Hedeker Wealth
Illinois
$6.15M -$195K -366 -3%
MCM
1613
Marathon Capital Management
Maryland
$6.13M -$202K -380 -3%
HWA
1614
Hillcrest Wealth Advisors
New Jersey
$6.12M
MIM
1615
Merrion Investment Management
New Jersey
$6.11M -$61.2K -115 -1%
NPT
1616
Nixon Peabody Trust
Massachusetts
$6.1M +$142K +267 +2%
BCM
1617
Blume Capital Management
California
$6.1M -$51.7K -97 -0.8%
SCM
1618
Stonebridge Capital Management
California
$6.08M -$379K -712 -6%
GAG
1619
Goodman Advisory Group
Massachusetts
$6.07M -$513K -963 -8%
DA
1620
Denali Advisors
California
$6.05M -$186K -350 -3%
RWS
1621
Resolute Wealth Strategies
Mississippi
$6.04M -$124K -232 -2%
CA
1622
Crewe Advisors
Utah
$6.04M -$7.59M -14,248 -56%
ECML
1623
Eagle Capital Management (Louisiana)
Louisiana
$6.04M -$29.3K -55 -0.5%
HCA
1624
Horan Capital Advisors
Ohio
$6.04M -$91.1K -171 -1%
AG
1625
Algert Global
California
$6.04M +$479K +900 +9%