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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
RWM
2201
Riverbend Wealth Management
South Carolina
$3.2M -$486 -1 -0%
GWM
2202
Greenwich Wealth Management
Connecticut
$3.19M -$137K -282 -4%
BT
2203
Brandywine Trust
Delaware
$3.18M
Kayne Anderson Rudnick Investment Management
2204
Kayne Anderson Rudnick Investment Management
California
$3.18M +$1.46K +3 +0.1%
1IC
2205
1922 Investment Company
Texas
$3.18M -$17.5K -36 -0.6%
RIS
2206
Retirement Income Solutions
Michigan
$3.17M +$27.7K +57 +1%
HCMG
2207
Howard Capital Management Group
California
$3.17M +$14.6K +30 +0.5%
WEG
2208
World Equity Group
Illinois
$3.15M +$775K +1,594 +35%
FFG
2209
Fiduciary Financial Group
California
$3.15M +$104K +213 +4%
SCM
2210
Sterneck Capital Management
Missouri
$3.14M -$26.7K -55 -0.9%
SAM
2211
Secure Asset Management
Michigan
$3.13M -$229K -472 -7%
NCM
2212
Nelson Capital Management
California
$3.13M +$2.23M +4,586 +358%
MCC
2213
Money Concepts Capital
Florida
$3.13M +$364K +749 +15%
LRIA
2214
Leonard Rickey Investment Advisors
Washington
$3.12M -$117K -240 -4%
PMWMG
2215
Parr McKnight Wealth Management Group
Minnesota
$3.12M -$15.1K -31 -0.5%
TCM
2216
Triumph Capital Management
Colorado
$3.11M -$266K -548 -9%
RIM
2217
Redwood Investment Management
Arizona
$3.11M +$2.84M +5,837 New
HA
2218
Hofer & Associates
California
$3.1M +$33.1K +68 +1%
NBWM
2219
North Berkeley Wealth Management
California
$3.09M
BHBT
2220
Burke & Herbert Bank & Trust
Virginia
$3.09M -$24.3K -50 -0.9%
LWP
2221
LeClair Wealth Partners
Ohio
$3.09M -$23.3K -48 -0.8%
PT
2222
Plimoth Trust
Massachusetts
$3.08M +$427K +878 +18%
IP
2223
Investment Partners
Ohio
$3.08M -$17.5K -36 -0.6%
GAG
2224
GM Advisory Group
New York
$3.07M +$27.2K +56 +1%
GA
2225
GoalVest Advisory
New York
$3.06M -$27.7K -57 -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.