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Berkshire Hathaway Class B

4,556 hedge funds and large institutions have $426B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,977 increasing their positions, 1,734 reducing their positions, and 124 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 funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.14%65.43% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $426B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 927717 (-210)

Holders
4,556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
717
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
SW
2601
StrongBox Wealth
Missouri
$1.9M
WP
2602
Wealthspan Partners
Iowa
$1.9M
SWK
2603
Stephen W. Kidder
$1.9M
CFA
2604
Capstone Financial Advisors
Illinois
$1.9M
RWA
2605
River Wealth Advisors
Pennsylvania
$1.9M
LT
2606
Legacy Trust
Michigan
$1.9M
BPFA
2607
Barnes Pettey Financial Advisors
Mississippi
$1.9M
SEEDPG
2608
S.E.E.D. Planning Group
New York
$1.89M
BCP
2609
Blue Chip Partners
Michigan
$1.89M
HPBT
2610
Hickory Point Bank & Trust
Illinois
$1.89M
SGK
2611
Steigerwald Gordon & Koch
Virginia
$1.89M
SWRP
2612
Summit Wealth & Retirement Planning
California
$1.89M
HWM
2613
Horizon Wealth Management
Illinois
$1.89M
RMC
2614
Resources Management Corp
Connecticut
$1.88M
PG
2615
Proffitt & Goodson
Tennessee
$1.88M
WAOTB
2616
Wealth Advisors of Tampa Bay
Florida
$1.88M
IF
2617
Integrity Financial
Wyoming
$1.88M
CB
2618
CNB Bank
Pennsylvania
$1.88M
EWA
2619
Encompass Wealth Advisors
Oregon
$1.88M
MCM
2620
MV Capital Management
Maryland
$1.87M
CST
2621
Charles Schwab Trust
Nevada
$1.87M
DWM
2622
DecisionMap Wealth Management
Virginia
$1.87M
SMG
2623
Smart Money Group
Texas
$1.87M
EFMC
2624
Empire Financial Management Company
New York
$1.87M
CAM
2625
Clark Asset Management
New Hampshire
$1.87M