We are live on ! Find out more
BRK.B icon

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
RPSA
2176
Richard P. Slaughter Associates
Texas
$3.32M +$1.94M +3,990 +177%
IDA
2177
Intelligence Driven Advisers
California
$3.31M -$44.7K -92 -1%
TAM
2178
Townsend Asset Management
North Carolina
$3.31M -$161K -331 -5%
KA
2179
KDT Advisors
New York
$3.31M -$50.1K -103 -2%
ACM
2180
Adalta Capital Management
New York
$3.3M
1WM
2181
1858 Wealth Management
Ohio
$3.3M -$73.9K -152 -2%
AA
2182
Auxano Advisors
Washington
$3.29M -$21.9K -45 -0.7%
AI
2183
AXS Investments
New York
$3.27M +$126K +259 +4%
CWMK
2184
Caliber Wealth Management (Kansas)
Kansas
$3.26M +$2.98M +6,127 New
PFG
2185
Pinnacle Financial Group
Illinois
$3.26M -$34K -70 -1%
RIS
2186
Richmond Investment Services
Wisconsin
$3.26M +$1.81M +3,729 +156%
LTAS
2187
Linden Thomas Advisory Services
North Carolina
$3.26M +$213K +438 +8%
DM
2188
Delphi Management
Massachusetts
$3.25M -$287K -590 -9%
FGAM
2189
Financial Gravity Asset Management
Texas
$3.25M +$2.97M +6,102 New
KWM
2190
Kingsman Wealth Management
Florida
$3.25M +$2.96M +6,098 New
LCS
2191
Levin Capital Strategies
New York
$3.25M
PRTG
2192
Post Resch Tallon Group
New York
$3.24M -$47.2K -97 -2%
TCWM
2193
Total Clarity Wealth Management
Illinois
$3.23M
PTC
2194
Provident Trust Company
Wisconsin
$3.22M +$18.5K +38 +0.6%
CA
2195
Claro Advisors
Massachusetts
$3.22M +$127K +261 +5%
CCM
2196
Condor Capital Management
New Jersey
$3.22M -$37.4K -77 -1%
OIS
2197
Okabena Investment Services
Minnesota
$3.22M +$562K +1,155 +24%
WI
2198
WrapManager Inc
California
$3.22M +$130K +267 +5%
HWA
2199
Heartwood Wealth Advisors
Virginia
$3.21M -$10.7K -22 -0.4%
LJAC
2200
L.J. Altfest & Co
New York
$3.2M +$4.86K +10 +0.2%

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.