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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
FCFC
1701
First Citizens Financial Corp
Iowa
$5.73M +$171K +352 +3%
JWCA
1702
J.W. Coons Advisors
Ohio
$5.71M -$167K -343 -3%
TC
1703
Trust Company
Kansas
$5.71M +$170K +350 +3%
LFS
1704
Leibman Financial Services
Nebraska
$5.7M -$165K -339 -3%
ACM
1705
Allred Capital Management
Texas
$5.7M +$12.2K +25 +0.2%
SL
1706
Summitry LLC
California
$5.69M -$37.5M -77,198 -88%
HWP
1707
Highline Wealth Partners
California
$5.67M +$2.43K +5 +0%
TPW
1708
Tiller Private Wealth
Pennsylvania
$5.67M -$49.1K -101 -0.9%
AA
1709
Advisory Alpha
Michigan
$5.66M +$259K +533 +5%
DFA
1710
Delta Financial Advisors
Louisiana
$5.66M +$5.83K +12 +0.1%
IG
1711
ING Group
Netherlands
$5.66M +$4.41M +9,061 +578%
1WA
1712
180 Wealth Advisors
Washington
$5.66M +$755K +1,553 +17%
MEG
1713
Millstone Evans Group
Colorado
$5.65M
JWM
1714
JPL Wealth Management
Colorado
$5.65M +$769K +1,581 +18%
RPC
1715
Rossmore Private Capital
Connecticut
$5.64M +$98.7K +203 +2%
NRW
1716
Nova R Wealth
Kansas
$5.64M -$44.7K -92 -0.9%
CWMGO
1717
Capstone Wealth Management Group (Oregon)
Oregon
$5.64M -$48.6K -100 -0.9%
WAAG
1718
Wealth Alliance Advisory Group
Kansas
$5.63M +$558K +1,148 +12%
MPCA
1719
Madison Park Capital Advisors
Washington
$5.63M -$209K -430 -4%
WFAG
1720
Wescott Financial Advisory Group
Pennsylvania
$5.61M +$24.3K +50 +0.5%
AWA
1721
Artemis Wealth Advisors
New York
$5.59M
SOS
1722
Silver Oak Securities
Tennessee
$5.59M +$259K +533 +5%
IFWM
1723
Institute for Wealth Management
Colorado
$5.57M -$4.86K -10 -0.1%
AAM
1724
Advisors Asset Management
Colorado
$5.57M -$840K -1,728 -14%
BIM
1725
Barton Investment Management
Pennsylvania
$5.57M

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.