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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
DFG
1951
Dupree Financial Group
Kentucky
$4.3M -$6.25M -12,851 -61%
DTC
1952
Davidson Trust Company
Washington
$4.28M +$1.52M +3,133 +64%
KNW
1953
Kesler Norman & Wride
Utah
$4.28M +$740K +1,523 +23%
AWM
1954
Aviso Wealth Management
Washington
$4.28M -$179K -369 -4%
DCM
1955
Dimension Capital Management
Florida
$4.27M -$24.3K -50 -0.6%
BIAS
1956
Beacon Investment Advisory Services
New Jersey
$4.27M -$983K -2,021 -20%
WCAMG
1957
Woodard & Company Asset Management Group
North Carolina
$4.26M -$1.13M -2,331 -23%
GC
1958
Gibson Capital
Pennsylvania
$4.25M -$110K -227 -3%
CAMV
1959
Concord Asset Management (Virginia)
Virginia
$4.25M -$763K -1,569 -16%
APW
1960
Aurora Private Wealth
New Jersey
$4.24M +$28.7K +59 +0.7%
AWM
1961
Aberdeen Wealth Management
Illinois
$4.24M -$681K -1,400 -15%
CWA
1962
Crux Wealth Advisors
California
$4.24M +$970K +1,995 +33%
LPT
1963
Legacy Private Trust
Wisconsin
$4.23M +$42.3K +87 +1%
SIS
1964
Strategic Investment Solutions
Illinois
$4.23M +$112K +230 +3%
CFMC
1965
Curbstone Financial Management Corp
New Hampshire
$4.21M -$38.9K -80 -1%
GJWM
1966
Gilliland Jeter Wealth Management
Arkansas
$4.21M
R
1967
Rebalance
California
$4.21M +$77.8K +160 +2%
BI
1968
Ballast Inc
Kentucky
$4.2M +$895K +1,841 +30%
GC
1969
GFG Capital
Florida
$4.19M +$197K +406 +5%
CICC
1970
Capital Investment Counsel (Colorado)
Colorado
$4.19M +$105K +215 +3%
CT
1971
Chicago Trust
Illinois
$4.18M -$206K -424 -5%
ABWM
1972
Alpine Bank Wealth Management
Colorado
$4.18M +$3.82M +7,848 New
NERM
1973
New England Research & Management
Illinois
$4.18M
RWB
1974
RMR Wealth Builders
New Jersey
$4.17M +$29.2K +60 +0.8%
LI
1975
LRI Investments
Florida
$4.16M +$75.8K +156 +2%

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.