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Berkshire Hathaway Class B

4,501 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,955 increasing their positions, 1,714 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,501
Holders Change
+7
Holders Change %
+0.16%
% of All Funds
60.31%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.51%
New
213
Increased
1,955
Reduced
1,714
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
2526
Perissos Private Wealth Management
Oklahoma
$2.01M +$729K +1,500 +57%
KCFA
2527
Key Client Fiduciary Advisors
New Jersey
$2.01M +$35.5K +73 +2%
PWM
2528
Power Wealth Management
Georgia
$2.01M -$167K -344 -8%
LCS
2529
Levin Capital Strategies
New York
$2.01M -$952K -1,959 -32%
COCM
2530
Charter Oak Capital Management
New Hampshire
$2.01M +$139K +287 +7%
PCM
2531
Pennsylvania Capital Management
Pennsylvania
$2.01M +$270K +555 +16%
BPWM
2532
Black Point Wealth Management
Florida
$2M -$5.17M -10,637 -72%
SOAMC
2533
Spirit of America Management Corp
New York
$2M +$48.6K +100 +2%
SFP
2534
Sandbox Financial Partners
Maryland
$2M -$13.6K -28 -0.7%
WHC
2535
Wulff, Hansen & Co
California
$2M -$41.3K -85 -2%
LCM
2536
Legato Capital Management
California
$2M -$665K -1,369 -25%
V
2537
ViaWealth
Kansas
$2M -$52K -107 -3%
BSB
2538
Bangor Savings Bank
Maine
$1.99M -$133K -274 -6%
RWM
2539
Rezny Wealth Management
Florida
$1.99M +$53.9K +111 +3%
PWMG
2540
Prestige Wealth Management Group
New Jersey
$1.99M +$1.94K +4 +0.1%
NAMM
2541
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.99M -$3.89K -8 -0.2%
Fuller & Thaler Asset Management
2542
Fuller & Thaler Asset Management
California
$1.99M
CGH
2543
CMG Global Holdings
Texas
$1.99M +$237K +491 +14%
RFA
2544
Rollins Financial Advisors
New York
$1.98M +$487K +1,003 +33%
CCFM
2545
Clear Creek Financial Management
Washington
$1.98M +$497K +1,024 +33%
LSIA
2546
LaSalle St. Investment Advisors
Illinois
$1.98M +$34K +70 +2%
ACP
2547
Argyle Capital Partners
California
$1.98M
RLH
2548
RD Lewis Holdings
Florida
$1.98M +$52.6K +114 +3%
VAM
2549
Verity Asset Management
North Carolina
$1.98M +$85K +175 +4%
QPW
2550
Quantum Private Wealth
Florida
$1.97M