BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$892M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$747M
5
BlackRock
BlackRock
New York
+$617M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.4B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.32B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624M
4
AIS
AM Investment Strategies
Tennessee
-$545M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
1976
BIP Wealth
Georgia
$4.04M +$22.9K +43 +0.6%
CPP
1977
Capasso Planning Partners
South Carolina
$4.04M -$853K -1,601 -17%
MFWP
1978
Mosaic Family Wealth Partners
Missouri
$4.04M -$1.07K -2 -0%
AP
1979
Adero Partners
California
$4.04M +$125K +235 +3%
IFO
1980
Independent Family Office
New York
$4.04M -$24K -45 -0.6%
AMIM
1981
Aull & Monroe Investment Management
Alabama
$4.04M – – –
SFA
1982
Semmax Financial Advisors
North Carolina
$4.01M -$492K -957 -11%
CGA
1983
Channing Global Advisors
Florida
$4M +$6.39K +12 +0.2%
WW
1984
Westshore Wealth
California
$4M – – –
KFS
1985
Keynote Financial Services
Connecticut
$4M +$81.5K +153 +2%
BCM
1986
Bretton Capital Management
California
$3.99M – – –
VC
1987
Vestor Capital
Illinois
$3.99M -$1.6K -3 -0%
WA1
1988
Wimmer Associates 1
California
$3.99M -$125K -244 -3%
JAG
1989
Journey Advisory Group
Kentucky
$3.98M -$346K -649 -8%
EWM
1990
Evermay Wealth Management
Virginia
$3.97M -$168K -316 -4%
CA
1991
Cortland Associates
Missouri
$3.97M – – –
WWM
1992
WT Wealth Management
Arizona
$3.97M +$3.97M +7,448 New
DAS
1993
Diversify Advisory Services
Utah
$3.96M +$130K +243 +3%
DE
1994
Diversified Enterprises
Delaware
$3.95M +$263K +493 +7%
TPW
1995
Turn8 Private Wealth
$3.95M +$74K +139 +2%
CUAMC
1996
China Universal Asset Management Company
China
$3.94M +$445K +836 +13%
TCM
1997
Tufton Capital Management
Maryland
$3.94M -$34.6K -65 -0.9%
NCM
1998
Next Capital Management
New York
$3.93M -$189K -354 -5%
FWTB
1999
First Western Trust Bank
Colorado
$3.93M -$35.2K -66 -0.9%
PPWM
2000
Paragon Private Wealth Management
Kentucky
$3.93M -$419K -786 -10%
78 79
80
81 82