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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
TA
2126
Tectonic Advisors
Texas
$3.5M -$85.6K -176 -3%
AWM
2127
Accurate Wealth Management
Florida
$3.5M -$185K -381 -5%
KLCM
2128
KG&L Capital Management
Louisiana
$3.5M -$456K -939 -13%
BCG
2129
Breakwater Capital Group
New Jersey
$3.49M +$69K +142 +2%
AG
2130
AmeriFlex Group
Nevada
$3.49M +$1.09M +2,244 +52%
RWP
2131
Revolve Wealth Partners
New Jersey
$3.49M +$68.5K +141 +2%
TBT
2132
Texas Bank & Trust
Texas
$3.49M +$36K +74 +1%
FPGK
2133
Financial Partners Group (Kansas)
Kansas
$3.48M -$171K -351 -5%
CC
2134
Callan Capital
California
$3.48M +$526K +1,082 +20%
PSC
2135
Prentiss Smith & Co
Vermont
$3.48M -$14.6K -30 -0.5%
TCOO
2136
Trust Company of Oklahoma
Oklahoma
$3.47M -$10.7K -22 -0.3%
WGAM
2137
Wilkinson Global Asset Management
New York
$3.47M -$151K -310 -5%
RAM
2138
RedJay Asset Management
Ontario, Canada
$3.46M +$3.16M +6,500 New
NDSI
2139
Newman Dignan & Sheerar Inc
Rhode Island
$3.46M +$48.1K +99 +2%
CWM
2140
Centric Wealth Management
Illinois
$3.45M +$541K +1,113 +21%
SIS
2141
Sound Income Strategies
Florida
$3.45M +$334K +688 +12%
SAMT
2142
Select Asset Management & Trust
Pennsylvania
$3.45M +$284K +584 +10%
FFS
2143
Founders Financial Securities
Maryland
$3.44M +$144K +297 +5%
EWM
2144
EPG Wealth Management
Georgia
$3.44M -$38.9K -80 -1%
CMAI
2145
Capital Management Associates Inc
Minnesota
$3.44M +$1.59M +3,269 +103%
GWM
2146
GSB Wealth Management
Connecticut
$3.44M +$72.4K +149 +2%
GCM
2147
Genus Capital Management
British Columbia, Canada
$3.43M +$3.13M +6,435 New
CWM
2148
Chesapeake Wealth Management
Virginia
$3.42M -$120K -247 -4%
VCM
2149
Vivaldi Capital Management
Illinois
$3.42M -$554K -1,140 -15%
CIG
2150
CHB Investment Group
Pennsylvania
$3.42M +$3.89K +8 +0.1%

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.