BRK.B icon

Berkshire Hathaway Class B

4,538 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, 1,969 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: 4,5084,538 (+30)

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
4,538
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
SIAG
2901
Safeguard Investment Advisory Group
California
$1.38M
IAS
2902
IMA Advisory Services
Colorado
$1.38M
TPWA
2903
Twin Peaks Wealth Advisors
California
$1.38M
CWM
2904
CCG Wealth Management
California
$1.38M
SFC
2905
Strategic Financial Concepts
Texas
$1.38M
CPC
2906
Cookson Peirce & Co
Pennsylvania
$1.38M
FA
2907
Fermata Advisors
California
$1.38M
PA
2908
Planning Alternatives
Michigan
$1.37M
OLA
2909
Oliver Luxxe Assets
New Jersey
$1.37M
SFC
2910
SYM Financial Corp
Indiana
$1.37M
MJP
2911
Michael J. Puzo
$1.36M
MWP
2912
Momentum Wealth Planning
Florida
$1.36M
SFC
2913
Sprinkle Financial Consultants
Colorado
$1.36M
FH
2914
Financial Harvest
Florida
$1.36M
SFG
2915
Sovereign Financial Group
Connecticut
$1.36M
MWC
2916
MBM Wealth Consultants
Missouri
$1.36M
FA
2917
Financial Alternatives
California
$1.36M
TF
2918
TLWM Financial
Texas
$1.36M
SWMP
2919
Signature Wealth Management Partners
New Jersey
$1.35M
ECA
2920
Elevated Capital Advisors
Utah
$1.35M
MCWS
2921
McKinley Carter Wealth Services
West Virginia
$1.35M
ES
2922
Element Squared
Minnesota
$1.34M
BF
2923
Brooklyn FI
New York
$1.34M
CWA
2924
Consilium Wealth Advisory
Texas
$1.34M
TFF
2925
The Family Firm
Maryland
$1.34M