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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
PWA
1851
Phoenix Wealth Advisors
North Carolina
$4.81M -$20.4K -42 -0.5%
DRS
1852
Deane Retirement Strategies
Louisiana
$4.8M +$125K +258 +3%
SIAP
1853
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.79M -$10.7K -22 -0.2%
AFIA
1854
America First Investment Advisors
Nebraska
$4.79M -$6.81K -14 -0.2%
FAT
1855
First American Trust
California
$4.79M -$24.8K -51 -0.6%
CCM
1856
Chaney Capital Management
Washington
$4.79M +$99.7K +205 +2%
PFS
1857
Physicians Financial Services
North Carolina
$4.79M
TI
1858
TTP Investments
California
$4.78M +$484K +995 +12%
KCM
1859
Kaye Capital Management
California
$4.78M +$213K +439 +5%
TC
1860
TFR Capital
Texas
$4.78M +$853K +1,755 +24%
PPWP
1861
Premier Path Wealth Partners
New Jersey
$4.77M +$165K +340 +4%
GA
1862
GSG Advisors
New Jersey
$4.76M +$425K +874 +11%
LPAM
1863
Lodestar Private Asset Management
California
$4.75M -$123K -253 -3%
MPCL
1864
My Personal CFO LLC
Washington
$4.74M +$115K +236 +3%
SMC
1865
Smith, Moore & Co
Missouri
$4.74M -$97.7K -201 -2%
BOPW
1866
Brandywine Oak Private Wealth
Pennsylvania
$4.74M -$253K -520 -6%
CT
1867
Clearstead Trust
Maine
$4.72M +$87K +179 +2%
PAMG
1868
Patton Albertson Miller Group
Tennessee
$4.71M -$9.72K -20 -0.2%
HG
1869
Herbst Group
Connecticut
$4.71M -$124K -255 -3%
OCM
1870
Orser Capital Management
Texas
$4.71M +$46.2K +95 +1%
EP
1871
EPIQ Partners
Minnesota
$4.7M -$435K -894 -9%
AMM
1872
American Money Management
California
$4.69M -$299K -615 -7%
AAS
1873
Annex Advisory Services
Wisconsin
$4.69M +$1.1M +2,263 +35%
CB
1874
Cadence Bank
Mississippi
$4.69M +$21.9K +45 +0.5%
WAG
1875
Winthrop Advisory Group
Massachusetts
$4.69M +$21.9K +45 +0.5%

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.