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 %
LWM
2001
Lyell Wealth Management
California
$3.93M +$374K +702 +11%
SAF
2002
Smith Anglin Financial
Texas
$3.92M +$85.7K +161 +2%
CPA
2003
Cathy Pareto & Associates
Florida
$3.92M -$13.3K -25 -0.3%
KCM
2004
Kathmere Capital Management
Pennsylvania
$3.91M +$198K +372 +5%
PWAM
2005
Papamarkou Wellner Asset Management
New York
$3.91M -$533 -1 -0%
PIP
2006
Peachtree Investment Partners
Florida
$3.9M +$421K +790 +12%
TSWM
2007
Triangle Securities Wealth Management
North Carolina
$3.9M -$75.1K -141 -2%
GFP
2008
Guardian Financial Partners
California
$3.9M +$119K +224 +3%
IIA
2009
IPG Investment Advisors
California
$3.89M -$10.1K -19 -0.3%
LAM
2010
Lewis Asset Management
California
$3.89M +$119K +224 +3%
GC
2011
Guidance Capital
Kentucky
$3.89M +$34K +63 +0.9%
ITC
2012
Inspire Trust Company
Nevada
$3.89M +$373K +700 +11%
FWP
2013
Firethorn Wealth Partners
Georgia
$3.88M +$57.5K +108 +2%
S
2014
SimplyRich
California
$3.88M – – –
MA
2015
MCF Advisors
Kentucky
$3.87M +$53.3K +100 +1%
FMB
2016
Field & Main Bank
Kentucky
$3.87M -$12.8K -24 -0.3%
LBC
2017
Lowe Brockenbrough & Co
Virginia
$3.87M +$226K +424 +6%
LB
2018
Legacy Bridge
Iowa
$3.86M +$149K +280 +4%
HC
2019
Hourglass Capital
Texas
$3.86M +$16K +30 +0.4%
MCM
2020
Magnolia Capital Management
New York
$3.86M +$269K +505 +7%
JWM
2021
Jupiter Wealth Management
Colorado
$3.86M -$528K -1,030 -12%
AIMA
2022
Ables Iannone Moore & Associates
Georgia
$3.85M -$358K -672 -9%
KFSC
2023
Keystone Financial Services (Colorado)
Colorado
$3.85M -$110K -206 -3%
CPA
2024
Capital Planning Advisors
California
$3.85M -$256K -481 -6%
SWMG
2025
Stillwater Wealth Management Group
Florida
$3.84M +$540K +1,013 +16%
79 80
81
82 83