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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
CIS
3026
Continental Investors Services
Washington
$1.2M
JWM
3027
Jessup Wealth Management
Ohio
$1.2M
GWMIA
3028
Global Wealth Management Investment Advisory
Florida
$1.2M
SAM
3029
Sawgrass Asset Management
Florida
$1.2M
CAM
3030
Creekmur Asset Management
Illinois
$1.2M
ATC
3031
Advantage Trust Company
Kansas
$1.2M
VC
3032
Veracity Capital
Georgia
$1.2M
TWM
3033
Topsail Wealth Management
North Carolina
$1.2M
CWA
3034
Centennial Wealth Advisory
Michigan
$1.19M
CP
3035
Capital Planning
Washington
$1.19M
CFG
3036
CMC Financial Group
Georgia
$1.19M
RHJA
3037
Rice Hall James & Associates
California
$1.19M
TT
3038
TI-Trust
Illinois
$1.19M
CSWG
3039
Cardinal Strategic Wealth Guidance
Kentucky
$1.19M
MFS
3040
Miller Financial Services
Michigan
$1.19M
FTC
3041
Farmers Trust Company
Ohio
$1.19M
GWS
3042
Greykasell Wealth Strategies
California
$1.18M
BCM
3043
Boreal Capital Management
Florida
$1.18M
CA
3044
CGN Advisors
Kansas
$1.18M
RAM
3045
Riggs Asset Management
Pennsylvania
$1.18M
CWA
3046
Consilio Wealth Advisors
Washington
$1.18M
CPCP
3047
Cedar Point Capital Partners
Iowa
$1.18M
MFC
3048
Mechanics Financial Corp
Ohio
$1.18M
SIC
3049
Shoker Investment Counsel
Ohio
$1.18M
FMP
3050
Financial Management Professionals
Texas
$1.17M