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Berkshire Hathaway Class B

4,540 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,970 increasing their positions, 1,727 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 4,5094,540 (+31)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 924716 (-208)

Holders
4,540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
716
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.26B
Puts
$6.95B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
2526
JMG Financial Group
Illinois
$2.06M
VPW
2527
Variant Private Wealth
Virginia
$2.06M
FFBTD
2528
First Financial Bank - Trust Division
Ohio
$2.05M
WQ
2529
Wealth Quarterback
New Jersey
$2.05M
AFA
2530
Antonelli Financial Advisors
Michigan
$2.05M
AP
2531
Atwood & Palmer
Missouri
$2.04M
MI
2532
Motiv8 Investments
Florida
$2.04M
RFA
2533
ROI Financial Advisors
Oregon
$2.03M
LCM
2534
Liberty Capital Management
Michigan
$2.03M
CFP
2535
Comprehensive Financial Planning
Pennsylvania
$2.03M
BAM
2536
Bosun Asset Management
Illinois
$2.03M
OIA
2537
Optimum Investment Advisors
Illinois
$2.02M
SWM
2538
Silverlake Wealth Management
Vermont
$2.02M
NA
2539
Nautilus Advisors
California
$2.01M
FCFC
2540
First Commonwealth Financial Corp
Pennsylvania
$2.01M
CL
2541
CVFG LLC
Indiana
$2.01M
APIM
2542
Agate Pass Investment Management
Washington
$2.01M
PPWM
2543
Perissos Private Wealth Management
Oklahoma
$2.01M
KCFA
2544
Key Client Fiduciary Advisors
New Jersey
$2.01M
PWM
2545
Power Wealth Management
Georgia
$2.01M
LCS
2546
Levin Capital Strategies
New York
$2.01M
COCM
2547
Charter Oak Capital Management
New Hampshire
$2.01M
PCM
2548
Pennsylvania Capital Management
Pennsylvania
$2.01M
BPWM
2549
Black Point Wealth Management
Florida
$2M
SOAMC
2550
Spirit of America Management Corp
New York
$2M