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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
LF
2776
LifeSteps Financial
California
$1.56M
AWM
2777
Act Wealth Management
Texas
$1.56M
YP
2778
YANKCOM Partnership
South Dakota
$1.56M
WFM
2779
Wolff Financial Management
Michigan
$1.56M
ALA
2780
Atlas Legacy Advisors
California
$1.56M
MGAM
2781
McGowan Group Asset Management
Texas
$1.56M
AWC
2782
Abundance Wealth Counselors
Pennsylvania
$1.55M
AR
2783
Advisory Research
Illinois
$1.55M
MSWA
2784
Marshall & Sterling Wealth Advisors
New York
$1.55M
ITIM
2785
Indiana Trust & Investment Management
Indiana
$1.55M
TCBWMS
2786
Texas Capital Bank Wealth Management Services
Texas
$1.55M
BFA
2787
Bright Financial Advisors
Michigan
$1.55M
YIH
2788
Y-Intercept (HK)
Hong Kong
$1.55M
AWA
2789
AGH Wealth Advisors
Kansas
$1.55M
PPW
2790
Pasadena Private Wealth
California
$1.54M
CCM
2791
Charter Capital Management
Wisconsin
$1.54M
MIA
2792
MainStreet Investment Advisors
Illinois
$1.54M
GSB
2793
Greenfield Savings Bank
Massachusetts
$1.54M
GFG
2794
Goldstone Financial Group
Illinois
$1.54M
KWM
2795
KFG Wealth Management
Indiana
$1.54M
FWP
2796
Falcon Wealth Planning
California
$1.53M
GCM
2797
Galibier Capital Management
Ontario, Canada
$1.53M
SWGC
2798
Summit Wealth Group (Colorado)
Colorado
$1.53M
CCM
2799
Campbell Capital Management
Florida
$1.53M
BONST
2800
Bank of Nova Scotia Trust
Ontario, Canada
$1.53M