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 %
GCM
2226
G2 Capital Management
Ohio
$3M +$3.2K +6 +0.1%
WWA
2227
Wingate Wealth Advisors
Massachusetts
$2.99M +$22.4K +42 +0.8%
JBW
2228
Journey Beyond Wealth
Georgia
$2.98M – – –
SL
2229
SFM LLC
New Hampshire
$2.97M +$150K +282 +5%
CWP
2230
Curated Wealth Partners
California
$2.97M +$376K +706 +15%
VDI
2231
Vaughan David Investments
Illinois
$2.96M -$224K -420 -7%
AWM
2232
Aprio Wealth Management
Georgia
$2.95M +$160K +301 +6%
MA
2233
MJP Associates
Connecticut
$2.95M +$239K +448 +9%
LSWP
2234
Liberty Square Wealth Partners
Pennsylvania
$2.95M – – –
PPW
2235
Parcion Private Wealth
Washington
$2.95M +$290K +545 +11%
SW
2236
SkyOak Wealth
Michigan
$2.94M +$28.2K +53 +1%
IF
2237
Intrua Financial
Texas
$2.94M +$398K +748 +16%
SPIO
2238
Seven Post Investment Office
California
$2.93M -$69.2K -130 -2%
LIA
2239
Lynx Investment Advisory
District of Columbia
$2.93M -$44.7K -84 -2%
SMWM
2240
Silvia McColl Wealth Management
California
$2.92M +$117K +220 +4%
AMBIA
2241
Allen Mooney & Barnes Investment Advisors
Georgia
$2.92M -$84.7K -159 -3%
IC
2242
Inscription Capital
Texas
$2.92M +$2.92M +6,947 New
ZIG
2243
Zullo Investment Group
Pennsylvania
$2.92M +$533 +1 +0%
I2I
2244
Insight 2811 Inc
Illinois
$2.92M +$41.5K +78 +1%
BCM
2245
Bourgeon Capital Management
Connecticut
$2.92M -$112K -211 -4%
LCM
2246
Legato Capital Management
California
$2.92M – – –
KTC
2247
Kentucky Trust Company
Kentucky
$2.92M -$53.3K -100 -2%
GB
2248
Goepper Burkhardt
South Carolina
$2.92M – – –
HIG
2249
Heritage Investment Group
Florida
$2.92M -$271K -522 -9%
WAG
2250
Windsor Advisory Group
Ohio
$2.91M -$52.7K -99 -2%
88 89
90
91 92