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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
PFM
3101
Phillips Financial Management
Indiana
$1.13M
EWA
3102
Etesian Wealth Advisors
Oregon
$1.12M
RA
3103
Riversedge Advisors
Delaware
$1.12M
AWM
3104
Arista Wealth Management
Nevada
$1.12M
LC
3105
Landaas & Company
Wisconsin
$1.12M
TB
3106
Terril Brothers
Missouri
$1.12M
LWM
3107
LJI Wealth Management
Indiana
$1.12M
TWP
3108
Tempus Wealth Planning
California
$1.11M
BCM
3109
Barden Capital Management
Texas
$1.11M
NWA
3110
New World Advisors
Massachusetts
$1.11M
SFP
3111
Sterling Financial Planning
New Jersey
$1.11M
AWM
3112
Austin Wealth Management
Texas
$1.11M
DFG
3113
Dynamic Financial Group
Iowa
$1.11M
CSC
3114
Cove Street Capital
California
$1.11M
QFA
3115
Quantum Financial Advisors
California
$1.11M
ACM
3116
Ayrshire Capital Management
Connecticut
$1.11M
SSWM
3117
Sheets Smith Wealth Management
North Carolina
$1.11M
CIM
3118
Contravisory Investment Management
Massachusetts
$1.1M
MWM
3119
Maridea Wealth Management
New York
$1.1M
CA
3120
CV Advisors
Florida
$1.1M
PSCM
3121
Per Stirling Capital Management
Texas
$1.1M
WG
3122
Wealth Group
North Carolina
$1.1M
FNBTCON
3123
First National Bank & Trust Co of Newtown
Pennsylvania
$1.1M
WIM
3124
Warwick Investment Management
Texas
$1.1M
SB
3125
Sunflower Bank
Texas
$1.09M