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