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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
MIC
1726
Meridian Investment Counsel
California
$5.56M +$627K +1,290 +14%
LIA
1727
LBMC Investment Advisors
Tennessee
$5.56M +$119K +245 +2%
SIA
1728
Soltis Investment Advisors
Utah
$5.56M -$154K -317 -3%
JBA
1729
Johnson Bixby & Associates
Washington
$5.54M +$78.8K +162 +2%
OC
1730
Oakworth Capital
Alabama
$5.54M +$474K +976 +10%
Legacy Financial Group (Iowa)
1731
Legacy Financial Group (Iowa)
Iowa
$5.52M -$223K -458 -4%
BFA
1732
Bill Few Associates
Pennsylvania
$5.51M +$182K +375 +4%
LFS
1733
Legacy Financial Strategies
Kansas
$5.51M -$115K -236 -2%
MSA
1734
Marino Stram & Associates
Massachusetts
$5.5M +$93.3K +192 +2%
PWM
1735
Palumbo Wealth Management
New York
$5.5M +$1.4M +2,873 +39%
BLC
1736
Brown, Lisle/Cummings
Rhode Island
$5.5M +$489K +1,006 +11%
JF
1737
Jump Financial
Illinois
$5.49M -$23.1M -47,531 -82%
NWMG
1738
National Wealth Management Group
Ohio
$5.49M +$48.1K +99 +1%
AA
1739
Aire Advisors
California
$5.49M -$817K -1,681 -14%
HFW
1740
Horizon Family Wealth
Illinois
$5.49M -$70.5K -145 -1%
ALC
1741
Alexander Labrunerie & Co
Missouri
$5.48M -$2.43K -5 -0%
CWP
1742
Concord Wealth Partners
Virginia
$5.48M -$192K -394 -4%
SLI
1743
Sumitomo Life Insurance
Japan
$5.48M -$77.3K -159 -2%
FWM
1744
Focused Wealth Management
New York
$5.48M -$5.83K -12 -0.1%
CCS
1745
Concentric Capital Strategies
Connecticut
$5.46M +$4.11M +8,456 +470%
TI
1746
Truepoint Inc
Ohio
$5.46M +$778K +1,601 +28%
HA
1747
Heartland Advisors
Wisconsin
$5.46M -$30.1K -62 -0.6%
CWA
1748
Canvas Wealth Advisors
Kansas
$5.45M +$156K +321 +3%
WI
1749
Westbourne Investments
Virginia
$5.45M +$931K +1,915 +23%
WPC
1750
Waters Parkerson & Co
Louisiana
$5.45M -$2.43K -5 -0%

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.