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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
HSWM
2901
Hubbell Strickland Wealth Management
Louisiana
$1.39M
VBFP
2902
Valtinson Bruner Financial Planning
Minnesota
$1.39M
CMP
2903
Courage Miller Partners
Virginia
$1.38M
HFS
2904
Heritage Financial Services
Massachusetts
$1.38M
RSA
2905
River Street Advisors
Illinois
$1.38M
RIP
2906
Reliant Investment Partners
North Carolina
$1.38M
SIAG
2907
Safeguard Investment Advisory Group
California
$1.38M
IAS
2908
IMA Advisory Services
Colorado
$1.38M
TPWA
2909
Twin Peaks Wealth Advisors
California
$1.38M
CWM
2910
CCG Wealth Management
California
$1.38M
SFC
2911
Strategic Financial Concepts
Texas
$1.38M
CPC
2912
Cookson Peirce & Co
Pennsylvania
$1.38M
FA
2913
Fermata Advisors
California
$1.38M
PA
2914
Planning Alternatives
Michigan
$1.37M
OLA
2915
Oliver Luxxe Assets
New Jersey
$1.37M
SFC
2916
SYM Financial Corp
Indiana
$1.37M
MJP
2917
Michael J. Puzo
$1.36M
MWP
2918
Momentum Wealth Planning
Florida
$1.36M
SFC
2919
Sprinkle Financial Consultants
Colorado
$1.36M
FH
2920
Financial Harvest
Florida
$1.36M
SFG
2921
Sovereign Financial Group
Connecticut
$1.36M
MWC
2922
MBM Wealth Consultants
Missouri
$1.36M
FA
2923
Financial Alternatives
California
$1.36M
TF
2924
TLWM Financial
Texas
$1.36M
SWMP
2925
Signature Wealth Management Partners
New Jersey
$1.35M