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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
SHJ
2651
Sharkey, Howes & Javer
Colorado
$1.8M
RFA
2652
Register Financial Advisors
Georgia
$1.8M
AF
2653
Affiance Financial
Minnesota
$1.8M
WFA
2654
Wellspring Financial Advisors
Ohio
$1.8M
AWA
2655
Arbor Wealth Advisors
Michigan
$1.79M
VST
2656
Van Strum & Towne
California
$1.79M
SCM
2657
Spreng Capital Management
Ohio
$1.79M
CWA
2658
Cornerstone Wealth Advisors
Minnesota
$1.79M
JGIA
2659
Jackson Grant Investment Advisers
Connecticut
$1.79M
BIG
2660
Brookwood Investment Group
Arizona
$1.79M
VP
2661
Verum Partners
North Carolina
$1.79M
OAM
2662
Occidental Asset Management
California
$1.78M
CFS
2663
Coordinated Financial Services
Colorado
$1.78M
AA
2664
Acorns Advisers
California
$1.78M
SSCM
2665
Spectrum Strategic Capital Management
Oregon
$1.78M
CWP
2666
Cyndeo Wealth Partners
Florida
$1.78M
AWP
2667
Abacus Wealth Partners
California
$1.77M
MIM
2668
MTM Investment Management
South Carolina
$1.77M
FC
2669
Family CFO
California
$1.77M
CBOR
2670
Community Bank of Raymore
Missouri
$1.77M
MCM
2671
M1 Capital Management
Michigan
$1.77M
PA
2672
Prossimo Advisors
California
$1.76M
LWMI
2673
Landmark Wealth Management (Illinois)
Illinois
$1.76M
TC
2674
Tacita Capital
Ontario, Canada
$1.76M
DLHL
2675
Donald L. Hagan LLC
Florida
$1.76M