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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
LT
2601
Legacy Trust
Michigan
$1.9M
BPFA
2602
Barnes Pettey Financial Advisors
Mississippi
$1.9M
SEEDPG
2603
S.E.E.D. Planning Group
New York
$1.89M
BCP
2604
Blue Chip Partners
Michigan
$1.89M
HPBT
2605
Hickory Point Bank & Trust
Illinois
$1.89M
SGK
2606
Steigerwald Gordon & Koch
Virginia
$1.89M
SWRP
2607
Summit Wealth & Retirement Planning
California
$1.89M
HWM
2608
Horizon Wealth Management
Illinois
$1.89M
RMC
2609
Resources Management Corp
Connecticut
$1.88M
PG
2610
Proffitt & Goodson
Tennessee
$1.88M
WAOTB
2611
Wealth Advisors of Tampa Bay
Florida
$1.88M
IF
2612
Integrity Financial
Wyoming
$1.88M
CB
2613
CNB Bank
Pennsylvania
$1.88M
EWA
2614
Encompass Wealth Advisors
Oregon
$1.88M
MCM
2615
MV Capital Management
Maryland
$1.87M
CST
2616
Charles Schwab Trust
Nevada
$1.87M
DWM
2617
DecisionMap Wealth Management
Virginia
$1.87M
SMG
2618
Smart Money Group
Texas
$1.87M
EFMC
2619
Empire Financial Management Company
New York
$1.87M
CAM
2620
Clark Asset Management
New Hampshire
$1.87M
CWP
2621
Capital Wealth Planning
Florida
$1.87M
API
2622
Asset Planning Inc
California
$1.86M
SCM
2623
Sage Capital Management
New Jersey
$1.86M
AFT
2624
Alpha Family Trust
California
$1.86M
CNB
2625
Camden National Bank
Maine
$1.85M