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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
IA
2676
IFG Advisors
Missouri
$1.76M
PGF
2677
Plan Group Financial
Oklahoma
$1.76M
PA
2678
Paragon Advisors
Texas
$1.76M
MAWCM
2679
Mine & Arao Wealth Creation & Management
California
$1.76M
CRWM
2680
Castle Rock Wealth Management
California
$1.76M
AWA
2681
Amplius Wealth Advisors
Pennsylvania
$1.76M
APW
2682
Austin Private Wealth
Texas
$1.75M
WAOI
2683
Wealth Advisors of Iowa
Iowa
$1.75M
EIA
2684
Eldridge Investment Advisors
New Hampshire
$1.75M
BWM
2685
BCS Wealth Management
Tennessee
$1.75M
IIM
2686
Intact Investment Management
Quebec, Canada
$1.75M
ZI
2687
ZEGA Investments
Florida
$1.75M
FCM
2688
Fourpath Capital Management
Oklahoma
$1.73M
TI
2689
tru Independence
Oregon
$1.73M
FWA
2690
FORM Wealth Advisors
Wisconsin
$1.72M
WF
2691
Whelan Financial
California
$1.72M
BCI
2692
Blue Capital Inc
Nebraska
$1.72M
AWM
2693
AllSquare Wealth Management
New York
$1.72M
SIC
2694
Schwartz Investment Counsel
Michigan
$1.72M
RWI
2695
Red Wave Investments
Pennsylvania
$1.72M
WIS
2696
Wright Investors Service
Connecticut
$1.72M
HP
2697
Hilltop Partners
Indiana
$1.72M
HRC
2698
Hoertkorn Richard Charles
$1.72M
AMG
2699
Advisors Management Group
Wisconsin
$1.72M
MLFP
2700
MPS Loria Financial Planners
Illinois
$1.72M