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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
OPWM
2826
Oakwell Private Wealth Management
Texas
$1.49M
S
2827
Sunpointe
Missouri
$1.49M
ARMT
2828
Amica Retiree Medical Trust
Rhode Island
$1.49M
VWA
2829
VSM Wealth Advisory
Maryland
$1.48M
FIBT
2830
First International Bank & Trust
North Dakota
$1.48M
VBCG
2831
Valley Brook Capital Group
Pennsylvania
$1.48M
GF
2832
Gries Financial
Ohio
$1.48M
MHWM
2833
Montz Harcus Wealth Management
Louisiana
$1.48M
JWM
2834
JGP Wealth Management
Oregon
$1.48M
FC
2835
Farley Capital
New York
$1.48M
SWP
2836
ShoreHaven Wealth Partners
New Jersey
$1.48M
STA
2837
Smith Thornton Advisors
Alabama
$1.48M
LK
2838
Lumbard & Kellner
New Hampshire
$1.48M
PP
2839
Patron Partners
Texas
$1.48M
OWM
2840
Orca Wealth Management
Florida
$1.48M
GDP
2841
Great Diamond Partners
Maine
$1.48M
BA
2842
Bard Associates
Illinois
$1.48M
BCG
2843
BayBridge Capital Group
California
$1.47M
FC
2844
Fulcrum Capital
Washington
$1.47M
RP
2845
Riverwater Partners
Wisconsin
$1.47M
AWA
2846
Arete Wealth Advisors
Illinois
$1.47M
WFS
2847
WealthGarden F.S.
California
$1.47M
UWP
2848
Uniting Wealth Partners
Kansas
$1.47M
IWA
2849
Inspirion Wealth Advisors
Illinois
$1.46M
AFG
2850
Arkansas Financial Group
Arkansas
$1.46M