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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
MFG
1976
Mendota Financial Group
Wisconsin
$4.16M -$7.08M -14,557 -65%
PC
1977
Prairiewood Capital
North Dakota
$4.15M -$70.5K -145 -2%
MWM
1978
MGB Wealth Management
Texas
$4.15M +$135K +277 +4%
NJIM
1979
Nabity-Jensen Investment Management
Nebraska
$4.15M -$2.43K -5 -0.1%
WA
1980
WealthTrust Axiom
Pennsylvania
$4.14M -$151K -311 -4%
ZIC
1981
ZWJ Investment Counsel
Georgia
$4.14M -$124K -255 -3%
LWM
1982
Lodestone Wealth Management
Washington
$4.13M -$98.7K -203 -3%
HFM
1983
Harvest Fund Management
China
$4.13M +$383K +787 +11%
JC
1984
JB Capital
Connecticut
$4.12M -$394K -811 -9%
CCA
1985
Cadent Capital Advisors
Oklahoma
$4.11M -$36K -74 -0.9%
WA
1986
Wealth Alliance
New York
$4.11M +$170K +349 +5%
GM
1987
GeoWealth Management
Illinois
$4.1M -$2.59M -5,322 -41%
AO
1988
Advisor OS
Illinois
$4.09M +$267K +550 +8%
NPFS
1989
Novak & Powell Financial Services
Florida
$4.09M -$165K -340 -4%
TLCM
1990
Twin Lakes Capital Management
California
$4.09M -$60.8K -125 -2%
HP
1991
Hikari Power
Japan
$4.08M
DHC
1992
Drum Hill Capital
Connecticut
$4.08M -$71K -146 -2%
RB
1993
Richmond Brothers
Michigan
$4.07M -$499K -1,026 -12%
FWA
1994
FSM Wealth Advisors
Ohio
$4.07M +$437K +899 +13%
NF
1995
Nikulski Financial
Iowa
$4.07M -$8.75K -18 -0.2%
RPGK
1996
Retirement Planning Group (Kansas)
Kansas
$4.06M +$435K +894 +13%
HWMG
1997
Hurlow Wealth Management Group
Indiana
$4.05M -$48.6K -100 -1%
AA
1998
ALPS Advisors
Colorado
$4.05M +$755K +1,553 +26%
BW
1999
BIP Wealth
Georgia
$4.04M +$20.9K +43 +0.6%
CPP
2000
Capasso Planning Partners
South Carolina
$4.04M -$778K -1,601 -17%

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.