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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
EFG
2326
Ethos Financial Group
Pennsylvania
$2.72M +$96.7K +199 +3%
AP
2327
Advisors Preferred
Maryland
$2.72M +$2.48M +5,100 New
WC
2328
Winmill & Co
New York
$2.72M
SIC
2329
SFE Investment Counsel
California
$2.71M +$780K +1,604 +46%
TCWA
2330
Turtle Creek Wealth Advisors
Texas
$2.71M +$2.47M +5,090 New
PAA
2331
Peregrine Asset Advisers
Oregon
$2.71M -$61.3K -126 -2%
HA
2332
Helium Advisors
Washington
$2.71M +$305K +627 +14%
TW
2333
Traveka Wealth
California
$2.71M +$8.27K +17 +0.3%
EWA
2334
Elevate Wealth Advisory
Georgia
$2.71M +$495K +1,018 +25%
BSTWA
2335
Blake Schutter Theil Wealth Advisors
Ohio
$2.71M -$197K -406 -7%
MHC
2336
Meyer Handelman Company
New York
$2.71M -$14.6K -30 -0.6%
SCA
2337
Sippican Capital Advisors
Massachusetts
$2.7M -$2.43K -5 -0.1%
CH
2338
Cromwell Holdings
Wyoming
$2.7M
TAM
2339
Tealwood Asset Management
Minnesota
$2.7M -$450K -925 -15%
BDF
2340
Black Diamond Financial
Maryland
$2.7M -$1.81M -3,723 -42%
MWM
2341
Mattern Wealth Management
Kansas
$2.69M +$537K +1,104 +28%
PPC
2342
Pennington Partners & Co
Maryland
$2.69M -$385K -791 -14%
AWA
2343
Acorn Wealth Advisors
Michigan
$2.68M -$41.3K -85 -2%
GPA
2344
Garrison Point Advisors
California
$2.68M -$51K -105 -2%
TFGT
2345
TS Financial Group (TSFG)
Illinois
$2.68M +$37.9K +78 +2%
KA
2346
Kercheville Advisors
Texas
$2.67M +$60.8K +125 +3%
IWA
2347
Invera Wealth Advisors
Oregon
$2.67M +$2.44M +5,017 New
TP
2348
Tranquility Partners
Tennessee
$2.66M -$1.95K -4 -0.1%
VFG
2349
Victory Financial Group
Texas
$2.66M +$437K +898 +22%
IEFM
2350
IQ EQ Fund Management
Ireland
$2.66M -$350K -720 -13%

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.