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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
RPWA
1751
Regent Peak Wealth Advisors
Georgia
$5.45M +$15.1K +31 +0.3%
CWS
1752
Cypress Wealth Services
California
$5.44M -$37.9K -78 -0.8%
JSSH
1753
J. Safra Sarasin Holding
$5.44M +$416K +856 +9%
AF
1754
Advisornet Financial
Minnesota
$5.43M -$317K -652 -6%
PCS
1755
Personal CFO Solutions
New Jersey
$5.43M +$110K +227 +2%
VCAM
1756
Van Cleef Asset Management
Ohio
$5.42M -$193K -397 -4%
BP
1757
BWM Planning
Texas
$5.41M
PFA
1758
Professional Financial Advisors
Nebraska
$5.41M +$74.4K +153 +2%
FCCM
1759
First City Capital Management
Georgia
$5.4M -$45.7K -94 -0.9%
GEM
1760
Global Endowment Management
North Carolina
$5.38M -$2.55M -5,246 -34%
GI
1761
GS Investments
Minnesota
$5.38M -$63.2K -130 -1%
SIMG
1762
Sonora Investment Management Group
Arizona
$5.36M +$154K +317 +3%
GWCM
1763
Godshalk Welsh Capital Management
Pennsylvania
$5.36M +$29.2K +60 +0.6%
NC
1764
Napatree Capital
Rhode Island
$5.34M +$143K +294 +3%
Boston Partners
1765
Boston Partners
Massachusetts
$5.33M -$2.41M -4,955 -33%
TIAM2
1766
Tru Independence Asset Management 2
Oregon
$5.32M -$22.8K -47 -0.5%
SFG
1767
Seamount Financial Group
Colorado
$5.32M +$34K +70 +0.7%
FS
1768
Financially Speaking
Colorado
$5.32M -$113K -233 -2%
HZ
1769
Hixon Zuercher
Ohio
$5.32M +$3.89K +8 +0.1%
KA
1770
Klingman & Associates
New York
$5.31M +$287K +590 +6%
DCM
1771
Dudley Capital Management
Virginia
$5.29M -$207K -425 -4%
VIA
1772
Vickerman Investment Advisors
Washington
$5.29M -$611K -1,257 -11%
RBWA
1773
RFG - Bristol Wealth Advisors
Massachusetts
$5.27M +$12.6K +26 +0.3%
BSA
1774
Bull Street Advisors
Georgia
$5.27M
AWM
1775
Avaii Wealth Management
Wisconsin
$5.27M -$636K -1,308 -12%

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.