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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
MCM
2226
Monarch Capital Management
Indiana
$3.06M -$3.89K -8 -0.1%
BA
2227
Ballew Advisors
Mississippi
$3.06M +$445K +915 +19%
GC
2228
Gilbert & Cook
Iowa
$3.06M -$98.2K -202 -3%
GWMR
2229
GC Wealth Management RIA
Massachusetts
$3.06M +$54K +111 +2%
OWA
2230
Octavia Wealth Advisors
Ohio
$3.06M +$2.43K +5 +0.1%
BMWM
2231
Brown Miller Wealth Management
Virginia
$3.06M +$249K +512 +10%
TA
2232
TruWealth Advisors
Louisiana
$3.05M -$76.3K -157 -3%
ABLA
2233
Alan B. Lancz & Associates
Ohio
$3.05M +$30.6K +63 +1%
DSN
2234
D. Scott Neal
Kentucky
$3.05M
W
2235
WPWealth
Texas
$3.04M -$638K -1,312 -19%
MCM
2236
Maple Capital Management
Vermont
$3.04M -$167K -344 -6%
NGA
2237
Naples Global Advisors
Florida
$3.04M -$22.4K -46 -0.8%
MWP
2238
Meriwether Wealth & Planning
Louisiana
$3.03M -$252K -518 -8%
TPW
2239
Transatlantique Private Wealth
New York
$3.03M +$2.43K +5 +0.1%
GSWM
2240
Golden State Wealth Management
California
$3.03M +$46.2K +95 +2%
NB
2241
Nicolet Bankshares
Wisconsin
$3.03M -$21.4K -44 -0.8%
AIA
2242
Arbor Investment Advisors
North Carolina
$3.03M -$2.92K -6 -0.1%
AIC
2243
Archer Investment Corporation
Indiana
$3.02M +$476K +980 +21%
NLP
2244
Next Level Private
New York
$3.01M +$113K +233 +4%
MLA
2245
My Legacy Advisors
Oregon
$3M +$65.1K +134 +2%
GCA
2246
Gallagher Capital Advisors
Texas
$3M -$2.43K -5 -0.1%
BMC
2247
Benin Management Corp
Connecticut
$3M +$9.72K +20 +0.4%
UF
2248
Univest Financial
Pennsylvania
$3M +$123K +252 +5%
GCM
2249
G2 Capital Management
Ohio
$3M +$2.92K +6 +0.1%
WWA
2250
Wingate Wealth Advisors
Massachusetts
$2.99M +$20.4K +42 +0.8%

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.