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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
PFWA
2776
Paces Ferry Wealth Advisors
Georgia
$1.58M
SCM
2777
Sollinda Capital Management
Florida
$1.58M
UPS
2778
UHLMANN PRICE SECURITIES
Illinois
$1.57M
EBA
2779
Eagle Bay Advisors
New York
$1.57M
LCGC
2780
Legacy Capital Group California
California
$1.57M
LF
2781
LifeSteps Financial
California
$1.56M
AWM
2782
Act Wealth Management
Texas
$1.56M
YP
2783
YANKCOM Partnership
South Dakota
$1.56M
WFM
2784
Wolff Financial Management
Michigan
$1.56M
ALA
2785
Atlas Legacy Advisors
California
$1.56M
MGAM
2786
McGowan Group Asset Management
Texas
$1.56M
AWC
2787
Abundance Wealth Counselors
Pennsylvania
$1.55M
AR
2788
Advisory Research
Illinois
$1.55M
MSWA
2789
Marshall & Sterling Wealth Advisors
New York
$1.55M
ITIM
2790
Indiana Trust & Investment Management
Indiana
$1.55M
TCBWMS
2791
Texas Capital Bank Wealth Management Services
Texas
$1.55M
BFA
2792
Bright Financial Advisors
Michigan
$1.55M
YIH
2793
Y-Intercept (HK)
Hong Kong
$1.55M
AWA
2794
AGH Wealth Advisors
Kansas
$1.55M
PPW
2795
Pasadena Private Wealth
California
$1.54M
CCM
2796
Charter Capital Management
Wisconsin
$1.54M
MIA
2797
MainStreet Investment Advisors
Illinois
$1.54M
GSB
2798
Greenfield Savings Bank
Massachusetts
$1.54M
GFG
2799
Goldstone Financial Group
Illinois
$1.54M
KWM
2800
KFG Wealth Management
Indiana
$1.54M