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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
IAG
3001
Investmark Advisory Group
Connecticut
$1.24M
IPWA
3002
International Private Wealth Advisors
California
$1.23M
HNWAG
3003
High Net Worth Advisory Group
Florida
$1.23M
PWMG
3004
Private Wealth Management Group
New Jersey
$1.23M
CFGW
3005
Chancellor Financial Group WB
Pennsylvania
$1.23M
WFL
3006
Wealth Forward LLC
North Dakota
$1.23M
PW
3007
Paladin Wealth
Minnesota
$1.23M
CCA
3008
Corps Capital Advisors
Texas
$1.23M
RWM
3009
Riverchase Wealth Management
Texas
$1.23M
CAS
3010
CTC Alternative Strategies
Illinois
$1.22M
SPWG
3011
Syntegra Private Wealth Group
Missouri
$1.22M
SPI
3012
Sutton Place Investors
New York
$1.22M
MCM
3013
Mattern Capital Management
Colorado
$1.22M
SMA
3014
Seven Mile Advisory
New Jersey
$1.22M
W
3015
Wealthquest
Ohio
$1.22M
IHWM
3016
Iron Horse Wealth Management
Iowa
$1.22M
FSWA
3017
Financial Synergies Wealth Advisors
Texas
$1.22M
RB
3018
Rodgers Brothers
Pennsylvania
$1.22M
CWM
3019
CarsonAllaria Wealth Management
Illinois
$1.22M
CICI
3020
Capital Investment Counsel Inc
North Carolina
$1.22M
MIFH
3021
Migdal Insurance & Financial Holdings
Israel
$1.22M
TI
3022
Trigran Investments
Illinois
$1.21M
HP
3023
Holistic Planning
Texas
$1.21M
CMS
3024
Capital Market Strategies
Florida
$1.21M
WMA
3025
West Michigan Advisors
Michigan
$1.21M