BRK.B icon

Berkshire Hathaway Class B

4,537 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, 1,968 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: 4,5084,537 (+29)

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
4,537
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
BCM
3101
Barden Capital Management
Texas
$1.11M
NWA
3102
New World Advisors
Massachusetts
$1.11M
SFP
3103
Sterling Financial Planning
New Jersey
$1.11M
AWM
3104
Austin Wealth Management
Texas
$1.11M
DFG
3105
Dynamic Financial Group
Iowa
$1.11M
CSC
3106
Cove Street Capital
California
$1.11M
QFA
3107
Quantum Financial Advisors
California
$1.11M
ACM
3108
Ayrshire Capital Management
Connecticut
$1.11M
SSWM
3109
Sheets Smith Wealth Management
North Carolina
$1.11M
CIM
3110
Contravisory Investment Management
Massachusetts
$1.1M
MWM
3111
Maridea Wealth Management
New York
$1.1M
CA
3112
CV Advisors
Florida
$1.1M
PSCM
3113
Per Stirling Capital Management
Texas
$1.1M
WG
3114
Wealth Group
North Carolina
$1.1M
FNBTCON
3115
First National Bank & Trust Co of Newtown
Pennsylvania
$1.1M
WIM
3116
Warwick Investment Management
Texas
$1.1M
SB
3117
Sunflower Bank
Texas
$1.09M
IQI
3118
Integrated Quantitative Investments
Washington
$1.09M
DPI
3119
Diversified Portfolios Inc
Michigan
$1.09M
FFG
3120
Fortem Financial Group
California
$1.09M
AAIM
3121
American Assets Investment Management
California
$1.09M
FBFS
3122
First Business Financial Services
Wisconsin
$1.09M
LBC
3123
Leigh Baldwin & Co
New York
$1.09M
CASB
3124
Cape Ann Savings Bank
Massachusetts
$1.09M
SRC
3125
Sage Rhino Capital
California
$1.09M