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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
HGWM
2701
Horst & Graben Wealth Management
Oregon
$1.71M
FFA
2702
Fi3 Financial Advisors
Indiana
$1.71M
SAM
2703
Sequent Asset Management
Texas
$1.7M
CFSG
2704
Community Financial Services Group
Vermont
$1.7M
MFGM
2705
Marshall Financial Group (Maryland)
Maryland
$1.7M
MIA
2706
MMBG Investment Advisors
Florida
$1.7M
CC
2707
Colrain Capital
Massachusetts
$1.7M
PFA
2708
Pathway Financial Advisers
Indiana
$1.7M
TPW
2709
Talon Private Wealth
Florida
$1.7M
PMSA
2710
Patrick M. Sweeney & Associates
Illinois
$1.69M
RMC
2711
Ring Mountain Capital
California
$1.69M
GGS
2712
Galvin Gaustad & Stein
Arizona
$1.69M
SMI
2713
Shelter Mutual Insurance
Missouri
$1.69M
DW
2714
Dodds Wealth
Colorado
$1.68M
GFWA
2715
Grey Fox Wealth Advisors
Delaware
$1.68M
NC
2716
North Capital
Utah
$1.68M
BSSFA
2717
Baron Silver Stevens Financial Advisors
Florida
$1.68M
EP
2718
Essential Planning
New Hampshire
$1.67M
SOW
2719
State of Wyoming
Wyoming
$1.67M
CC
2720
Cornerstone Capital
California
$1.67M
B
2721
Birchbrook
Maine
$1.67M
PSP
2722
Pacific Sage Partners
Washington
$1.66M
LCM
2723
Leisure Capital Management
California
$1.66M
CA
2724
Clune & Associates
Illinois
$1.66M
FCM
2725
Family Capital Management
Michigan
$1.66M