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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
JBW
2251
Journey Beyond Wealth
Georgia
$2.98M
UWS
2252
Unique Wealth Strategies
Illinois
$2.97M -$37.9K -78 -1%
SL
2253
SFM LLC
New Hampshire
$2.97M +$137K +282 +5%
CWP
2254
Curated Wealth Partners
California
$2.97M +$343K +706 +15%
VDI
2255
Vaughan David Investments
Illinois
$2.96M -$204K -420 -7%
AWM
2256
Aprio Wealth Management
Georgia
$2.95M +$146K +301 +6%
MA
2257
MJP Associates
Connecticut
$2.95M +$218K +448 +9%
LSWP
2258
Liberty Square Wealth Partners
Pennsylvania
$2.95M
PPW
2259
Parcion Private Wealth
Washington
$2.95M +$265K +545 +11%
SW
2260
SkyOak Wealth
Michigan
$2.94M +$25.8K +53 +1%
IF
2261
Intrua Financial
Texas
$2.94M +$364K +748 +16%
PAW
2262
Plan A Wealth
Nebraska
$2.93M -$373K -767 -12%
SPIO
2263
Seven Post Investment Office
California
$2.93M -$63.2K -130 -2%
LIA
2264
Lynx Investment Advisory
District of Columbia
$2.93M -$40.8K -84 -2%
SMWM
2265
Silvia McColl Wealth Management
California
$2.92M +$107K +220 +4%
AMBIA
2266
Allen Mooney & Barnes Investment Advisors
Georgia
$2.92M -$77.3K -159 -3%
IC
2267
Inscription Capital
Texas
$2.92M +$3.38M +6,947 New
ZIG
2268
Zullo Investment Group
Pennsylvania
$2.92M +$486 +1 +0%
I2I
2269
Insight 2811 Inc
Illinois
$2.92M +$37.9K +78 +1%
BCM
2270
Bourgeon Capital Management
Connecticut
$2.92M -$103K -211 -4%
LCM
2271
Legato Capital Management
California
$2.92M
KTC
2272
Kentucky Trust Company
Kentucky
$2.92M -$48.6K -100 -2%
GB
2273
Goepper Burkhardt
South Carolina
$2.92M
HIG
2274
Heritage Investment Group
Florida
$2.92M -$254K -522 -9%
WAG
2275
Windsor Advisory Group
Ohio
$2.91M -$48.1K -99 -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.