We are live on ! Find out more
BRK.B icon

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
PGA
2451
Portland Global Advisors
Maine
$2.36M
NRC
2452
New Republic Capital
North Carolina
$2.36M +$104K +213 +5%
SFG
2453
Snider Financial Group
Washington
$2.36M -$24.3K -50 -1%
KFI
2454
Key Financial Inc
Pennsylvania
$2.35M +$32.1K +66 +2%
FEM
2455
Fulcrum Equity Management
Texas
$2.35M
LFS
2456
Lutz Financial Services
Nebraska
$2.35M
MWP
2457
Madison Wealth Partners
Wisconsin
$2.35M +$42.3K +87 +2%
PAS
2458
PKS Advisory Services
New York
$2.34M +$375K +771 +21%
TCM
2459
Tang Capital Management
California
$2.34M +$633K +1,302 +42%
CCG
2460
Catalina Capital Group
California
$2.34M -$2.09M -4,296 -49%
SWM
2461
Scissortail Wealth Management
Oklahoma
$2.34M -$474K -975 -18%
BC
2462
Belmont Capital
California
$2.34M +$1.02M +2,100 +92%
LWP
2463
Laurel Wealth Planning
Minnesota
$2.33M -$228K -469 -10%
BSB
2464
Bangor Savings Bank
Maine
$2.33M -$193K -398 -8%
PWM
2465
Prentice Wealth Management
New York
$2.32M -$73.9K -152 -3%
CCMG
2466
Clark Capital Management Group
Pennsylvania
$2.32M -$1.12M -2,310 -35%
EFSCE
2467
Enterprise Financial Services Corp (EFSC)
Missouri
$2.32M -$14.6K -30 -0.7%
TPW
2468
Talon Private Wealth
Florida
$2.31M +$2.06M +4,242 +2,281%
HAIM
2469
Hunter Associates Investment Management
Pennsylvania
$2.31M +$17K +35 +0.8%
ACM
2470
Armbruster Capital Management
New York
$2.31M -$20.9K -43 -1%
CA
2471
Corrado Advisors
New Jersey
$2.3M -$69.5K -143 -3%
GWA
2472
GGM Wealth Advisors
Maryland
$2.3M +$48.6K +100 +2%
MSS
2473
Mitchell Sinkler & Starr
Pennsylvania
$2.3M -$37.4K -77 -2%
SFS
2474
Strategic Financial Services
New York
$2.3M -$24.3K -50 -1%
EFA
2475
Evernest Financial Advisors
Indiana
$2.3M -$34.4M -70,673 -94%

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.