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Berkshire Hathaway Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
RWB
1951
RMR Wealth Builders
New Jersey
$4.17M +$32K +60 +0.8%
LI
1952
LRI Investments
Florida
$4.16M +$83.1K +156 +2%
MFG
1953
Mendota Financial Group
Wisconsin
$4.16M -$7.75M -14,557 -65%
PC
1954
Prairiewood Capital
North Dakota
$4.15M -$77.2K -145 -2%
MWM
1955
MGB Wealth Management
Texas
$4.15M +$147K +277 +4%
NJIM
1956
Nabity-Jensen Investment Management
Nebraska
$4.15M -$2.66K -5 -0.1%
WA
1957
WealthTrust Axiom
Pennsylvania
$4.14M -$166K -311 -4%
ZIC
1958
ZWJ Investment Counsel
Georgia
$4.14M -$136K -255 -3%
LWM
1959
Lodestone Wealth Management
Washington
$4.13M -$108K -203 -3%
HFM
1960
Harvest Fund Management
China
$4.13M +$420K +787 +11%
JC
1961
JB Capital
Connecticut
$4.12M -$432K -811 -9%
CCA
1962
Cadent Capital Advisors
Oklahoma
$4.11M -$39.4K -74 -0.9%
WA
1963
Wealth Alliance
New York
$4.11M +$186K +349 +5%
GM
1964
GeoWealth Management
Illinois
$4.1M -$2.83M -5,322 -41%
AO
1965
Advisor OS
Illinois
$4.09M +$293K +550 +8%
NPFS
1966
Novak & Powell Financial Services
Florida
$4.09M -$181K -340 -4%
TLCM
1967
Twin Lakes Capital Management
California
$4.09M -$66.6K -125 -2%
HP
1968
Hikari Power
Japan
$4.09M
DHC
1969
Drum Hill Capital
Connecticut
$4.08M -$77.8K -146 -2%
RB
1970
Richmond Brothers
Michigan
$4.07M -$546K -1,026 -12%
FWA
1971
FSM Wealth Advisors
Ohio
$4.07M +$479K +899 +13%
NF
1972
Nikulski Financial
Iowa
$4.07M -$9.59K -18 -0.2%
RPGK
1973
Retirement Planning Group (Kansas)
Kansas
$4.06M +$476K +894 +13%
HWMG
1974
Hurlow Wealth Management Group
Indiana
$4.05M -$53.3K -100 -1%
AA
1975
ALPS Advisors
Colorado
$4.05M +$827K +1,553 +26%