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 %
AWA
1701
Artemis Wealth Advisors
New York
$5.59M – – –
SOS
1702
Silver Oak Securities
Tennessee
$5.59M +$281K +533 +5%
IFWM
1703
Institute for Wealth Management
Colorado
$5.57M -$5.33K -10 -0.1%
AAM
1704
Advisors Asset Management
Colorado
$5.57M -$920K -1,728 -14%
BIM
1705
Barton Investment Management
Pennsylvania
$5.57M – – –
MIC
1706
Meridian Investment Counsel
California
$5.56M +$687K +1,290 +14%
LIA
1707
LBMC Investment Advisors
Tennessee
$5.56M +$130K +245 +2%
SIA
1708
Soltis Investment Advisors
Utah
$5.56M -$169K -317 -3%
JBA
1709
Johnson Bixby & Associates
Washington
$5.54M +$86.3K +162 +2%
OC
1710
Oakworth Capital
Alabama
$5.54M +$520K +976 +10%
Legacy Financial Group (Iowa)
1711
Legacy Financial Group (Iowa)
Iowa
$5.52M -$244K -458 -4%
BFA
1712
Bill Few Associates
Pennsylvania
$5.51M +$200K +375 +4%
LFS
1713
Legacy Financial Strategies
Kansas
$5.51M -$126K -236 -2%
MSA
1714
Marino Stram & Associates
Massachusetts
$5.5M +$102K +192 +2%
PWM
1715
Palumbo Wealth Management
New York
$5.5M +$1.53M +2,873 +39%
BLC
1716
Brown, Lisle/Cummings
Rhode Island
$5.5M +$536K +1,006 +11%
JF
1717
Jump Financial
Illinois
$5.49M -$25.3M -47,531 -82%
NWMG
1718
National Wealth Management Group
Ohio
$5.49M +$52.7K +99 +1%
AA
1719
Aire Advisors
California
$5.49M -$895K -1,681 -14%
HFW
1720
Horizon Family Wealth
Illinois
$5.49M -$77.2K -145 -1%
ALC
1721
Alexander Labrunerie & Co
Missouri
$5.48M -$2.66K -5 -0%
CWP
1722
Concord Wealth Partners
Virginia
$5.48M -$210K -394 -4%
SLI
1723
Sumitomo Life Insurance
Japan
$5.48M -$84.7K -159 -2%
FWM
1724
Focused Wealth Management
New York
$5.48M -$6.39K -12 -0.1%
CCS
1725
Concentric Capital Strategies
Connecticut
$5.46M +$4.5M +8,456 +470%
67 68
69
70 71