Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BERKSHIRE HATHAWAY INC DEL (BRK/B)

5K + Investors. Track Smart Money conviction in BRK/B. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +249
Streak
11Q ▲
Buyers last Q
52%

Smart Money Signals — BRK/B

Based on 4440 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BRK/B than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
4,440 hedge funds hold BRK/B right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+346 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

2146 buying2008 selling
Last quarter: 2,146 funds bought or added vs 2,008 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+261 vs last Q)

new funds entering per quarter
Funds opening a new BRK/B position: 240 → 208 → 191 → 452. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 11% new
3,216 out of 4,440 hedge funds have held BRK/B for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

379 → 240 → 208 → 191 → 452 new funds/Q
New funds entering each quarter: 240 → 208 → 191 → 452. A growing number of institutions are discovering BRK/B each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 19% new
Of 4,541 current holders: 3,166 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
47 of 4440 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BRK/B. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BRK/B

How many hedge funds hold BRK/B — quarterly history vs. share price
Quarterly hedge fund ownership of BRK/B vs. share price

Market Analysis: BRK/B

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BRK/B

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

284 top-rated funds 368 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
9.0
/ 10
conviction
Hedge Fund Positioning: BRK/B
2026 Q1 Stats Unlock in 11 days 5K + Investors

Track Smart Money conviction in BRK/B. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 4541 4290 5.85%
13F Shares 931M 904M 3.01%
Total Value $455.45B $442.66B 2.89%
New Positions 455 202 +253
Increased Positions 1825 1842 -17
Closed Positions 211 192 +19
Reduced Positions 1921 1829 +92
Total Calls 53 53 -
Total Puts 58 57 1.75%
PUT/CALL Ratio 1.09 1.08 Neutral

Statistics: BRK/B

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Financial Highlights

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Institutional Holders (2026 Q1)

5K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BRK/B. Verified SEC 13F-HR filings.

Top 25 institutional holders of BRK/B — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TETRAD CORP 92.15% 1,923,123 $921.6M
2 CHECK CAPITAL MANAGEMENT INC/CA 52.80% 3,785,700 $1.81B
3 Templeton & Phillips Capital Management, LLC 36.02% 92,232 $44.2M
4 Aquamarine Zurich AG 34.57% 97,600 $47K
5 Asset Management Advisors, LLC 32.43% 111,878 $53.6M
6 Intelligent Financial Strategies 30.53% 122,297 $58.6M
7 Diesslin Group, Inc. 26.18% 121,295 $58.1M
8 SHAYNE & JACOBS, LLC 24.52% 165,562 $79.3M
9 Philip James Wealth Mangement, LLC 24.05% 436,381 $209.1M
10 Citadel Investment Advisory, Inc. 24.00% 104,930 $50.3M
11 ACCOUNT MANAGEMENT LLC 23.79% 45,314 $21.7M
12 LOUNTZIS ASSET MANAGEMENT, LLC 23.61% 134,308 $64.4M
13 Ervin Investment Management, LLC 22.78% 81,191 $38.9M
14 ARMSTRONG HENRY H ASSOCIATES INC 18.00% 368,685 $176.7M
15 Hingham Institution for Savings 17.55% 41,450 $19.9M
16 Solitude Financial Services 17.55% 125,184 $59.3M
17 Defender Capital, LLC. 16.92% 99,569 $47.7M
18 Northstar Group, Inc. 16.00% 236,130 $113.2M
19 Manitou Investment Management Ltd. 15.93% 168,083 $80.5M
20 Norman Fields, Gottscho Capital Management, LLC 15.59% 98,414 $47.2M
21 MLP3, LLC 15.53% 29,390 $14.1M
22 CHECK CAPITAL MANAGEMENT INC/CA 15.46% 1,108,390 $531.1M
23 Cutter & CO Brokerage, Inc. 15.37% 122,013 $65.0M
24 Walleye Partners, LLC 15.08% 25,624 $12.3M
25 Aldebaran Capital, LLC 14.72% 40,177 $19.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BERKSHIRE HATHAWAY INC DEL (BRK/B)

What does the Smart Money Trend signal show for BRK/B?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BRK/B than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BRK/B?

Slight buying edge — 52% buying: Last quarter: 2,146 funds bought or added vs 2,008 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BRK/B holders?

Elite ownership — 53% AUM from top-100 funds: 47 of 4440 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BRK/B. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BRK/B?

72% of holders stayed for 2+ years: 3,216 out of 4,440 hedge funds have held BRK/B for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.