BRK.B icon

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
SFP
2551
Sandbox Financial Partners
Maryland
$2M
WHC
2552
Wulff, Hansen & Co
California
$2M
LCM
2553
Legato Capital Management
California
$2M
V
2554
ViaWealth
Kansas
$2M
BSB
2555
Bangor Savings Bank
Maine
$1.99M
RWM
2556
Rezny Wealth Management
Florida
$1.99M
PWMG
2557
Prestige Wealth Management Group
New Jersey
$1.99M
NAMM
2558
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.99M
Fuller & Thaler Asset Management
2559
Fuller & Thaler Asset Management
California
$1.99M
CGH
2560
CMG Global Holdings
Texas
$1.99M
RFA
2561
Rollins Financial Advisors
New York
$1.98M
CCFM
2562
Clear Creek Financial Management
Washington
$1.98M
LSIA
2563
LaSalle St. Investment Advisors
Illinois
$1.98M
ACP
2564
Argyle Capital Partners
California
$1.98M
RLH
2565
RD Lewis Holdings
Florida
$1.98M
VAM
2566
Verity Asset Management
North Carolina
$1.98M
QPW
2567
Quantum Private Wealth
Florida
$1.97M
BAG
2568
Bridgewealth Advisory Group
California
$1.97M
CTA
2569
Chesley Taft & Associates
Illinois
$1.97M
EW
2570
Elyxium Wealth
California
$1.97M
SJGA
2571
Stephen J. Garry & Associates
New York
$1.97M
EA
2572
Ergawealth Advisors
Illinois
$1.97M
FEG
2573
Financial Enhancement Group
Indiana
$1.97M
ARG
2574
Advisory Resource Group
Oklahoma
$1.96M
GCP
2575
Gill Capital Partners
Colorado
$1.96M