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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
MFWP
2001
Mosaic Family Wealth Partners
Missouri
$4.04M -$972 -2 -0%
AP
2002
Adero Partners
California
$4.04M +$114K +235 +3%
IFO
2003
Independent Family Office
New York
$4.04M -$21.9K -45 -0.6%
AMIM
2004
Aull & Monroe Investment Management
Alabama
$4.04M
SFA
2005
Semmax Financial Advisors
North Carolina
$4.01M -$465K -957 -11%
CGA
2006
Channing Global Advisors
Florida
$4M +$5.83K +12 +0.2%
WW
2007
Westshore Wealth
California
$4M
KFS
2008
Keynote Financial Services
Connecticut
$4M +$74.4K +153 +2%
BCM
2009
Bretton Capital Management
California
$3.99M
VC
2010
Vestor Capital
Illinois
$3.99M -$1.46K -3 -0%
WA1
2011
Wimmer Associates 1
California
$3.99M -$119K -244 -3%
JAG
2012
Journey Advisory Group
Kentucky
$3.98M -$316K -649 -8%
EWM
2013
Evermay Wealth Management
Virginia
$3.97M -$154K -316 -4%
CA
2014
Cortland Associates
Missouri
$3.97M
WWM
2015
WT Wealth Management
Arizona
$3.97M +$3.62M +7,448 New
DAS
2016
Diversify Advisory Services
Utah
$3.96M +$118K +243 +3%
DE
2017
Diversified Enterprises
Delaware
$3.95M +$240K +493 +7%
TPW
2018
Turn8 Private Wealth
$3.95M +$67.6K +139 +2%
CUAMC
2019
China Universal Asset Management Company
China
$3.94M +$406K +836 +13%
TCM
2020
Tufton Capital Management
Maryland
$3.94M -$31.6K -65 -0.9%
NCM
2021
Next Capital Management
New York
$3.93M -$172K -354 -5%
FWTB
2022
First Western Trust Bank
Colorado
$3.93M -$32.1K -66 -0.9%
PPWM
2023
Paragon Private Wealth Management
Kentucky
$3.93M -$382K -786 -10%
LWM
2024
Lyell Wealth Management
California
$3.93M +$341K +702 +11%
SAF
2025
Smith Anglin Financial
Texas
$3.92M +$78.3K +161 +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.