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 %
GAG
2201
GM Advisory Group
New York
$3.07M +$29.8K +56 +1%
GA
2202
GoalVest Advisory
New York
$3.06M -$30.4K -57 -1%
MCM
2203
Monarch Capital Management
Indiana
$3.06M -$4.26K -8 -0.1%
BA
2204
Ballew Advisors
Mississippi
$3.06M +$480K +915 +19%
GC
2205
Gilbert & Cook
Iowa
$3.06M -$108K -202 -3%
GWMR
2206
GC Wealth Management RIA
Massachusetts
$3.06M +$59.1K +111 +2%
OWA
2207
Octavia Wealth Advisors
Ohio
$3.06M +$2.66K +5 +0.1%
BMWM
2208
Brown Miller Wealth Management
Virginia
$3.06M +$273K +512 +10%
TA
2209
TruWealth Advisors
Louisiana
$3.05M -$83.6K -157 -3%
ABLA
2210
Alan B. Lancz & Associates
Ohio
$3.05M +$33.6K +63 +1%
DSN
2211
D. Scott Neal
Kentucky
$3.05M – – –
W
2212
WPWealth
Texas
$3.04M -$699K -1,312 -19%
MCM
2213
Maple Capital Management
Vermont
$3.04M -$183K -344 -6%
NGA
2214
Naples Global Advisors
Florida
$3.04M -$24.5K -46 -0.8%
MWP
2215
Meriwether Wealth & Planning
Louisiana
$3.03M -$276K -518 -8%
TPW
2216
Transatlantique Private Wealth
New York
$3.03M +$2.66K +5 +0.1%
GSWM
2217
Golden State Wealth Management
California
$3.03M +$50.6K +95 +2%
NB
2218
Nicolet Bankshares
Wisconsin
$3.03M -$23.4K -44 -0.8%
AIA
2219
Arbor Investment Advisors
North Carolina
$3.03M -$3.2K -6 -0.1%
AIC
2220
Archer Investment Corporation
Indiana
$3.02M +$522K +980 +21%
NLP
2221
Next Level Private
New York
$3.01M +$124K +233 +4%
MLA
2222
My Legacy Advisors
Oregon
$3M +$71.4K +134 +2%
GCA
2223
Gallagher Capital Advisors
Texas
$3M -$2.66K -5 -0.1%
BMC
2224
Benin Management Corp
Connecticut
$3M +$10.7K +20 +0.4%
UF
2225
Univest Financial
Pennsylvania
$3M +$134K +252 +5%
87 88
89
90 91