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 %
HWA
2176
Heartwood Wealth Advisors
Virginia
$3.21M -$11.7K -22 -0.4%
LJAC
2177
L.J. Altfest & Co
New York
$3.2M +$5.33K +10 +0.2%
RWM
2178
Riverbend Wealth Management
South Carolina
$3.2M -$533 -1 -0%
GWM
2179
Greenwich Wealth Management
Connecticut
$3.19M -$150K -282 -4%
BT
2180
Brandywine Trust
Delaware
$3.18M – – –
Kayne Anderson Rudnick Investment Management
2181
Kayne Anderson Rudnick Investment Management
California
$3.18M +$1.6K +3 +0.1%
1IC
2182
1922 Investment Company
Texas
$3.18M -$19.2K -36 -0.6%
RIS
2183
Retirement Income Solutions
Michigan
$3.17M +$30.4K +57 +1%
HCMG
2184
Howard Capital Management Group
California
$3.17M +$16K +30 +0.5%
WEG
2185
World Equity Group
Illinois
$3.15M +$824K +1,594 +35%
FFG
2186
Fiduciary Financial Group
California
$3.15M +$110K +213 +4%
SCM
2187
Sterneck Capital Management
Missouri
$3.14M -$29.3K -55 -0.9%
SAM
2188
Secure Asset Management
Michigan
$3.13M -$251K -472 -7%
NCM
2189
Nelson Capital Management
California
$3.13M +$2.44M +4,586 +358%
MCC
2190
Money Concepts Capital
Florida
$3.13M +$399K +749 +15%
LRIA
2191
Leonard Rickey Investment Advisors
Washington
$3.12M -$127K -240 -4%
PMWMG
2192
Parr McKnight Wealth Management Group
Minnesota
$3.12M -$16.5K -31 -0.5%
TCM
2193
Triumph Capital Management
Colorado
$3.11M -$292K -548 -9%
RIM
2194
Redwood Investment Management
Arizona
$3.11M +$3.11M +5,837 New
HA
2195
Hofer & Associates
California
$3.1M +$36.2K +68 +1%
NBWM
2196
North Berkeley Wealth Management
California
$3.09M – – –
BHBT
2197
Burke & Herbert Bank & Trust
Virginia
$3.09M -$26.5K -50 -0.9%
LWP
2198
LeClair Wealth Partners
Ohio
$3.09M -$25.6K -48 -0.8%
PT
2199
Plimoth Trust
Massachusetts
$3.08M +$468K +878 +18%
IP
2200
Investment Partners
Ohio
$3.08M -$19.2K -36 -0.6%
86 87
88
89 90