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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
LWM
3101
LJI Wealth Management
Indiana
$1.12M
TWP
3102
Tempus Wealth Planning
California
$1.11M
BCM
3103
Barden Capital Management
Texas
$1.11M
NWA
3104
New World Advisors
Massachusetts
$1.11M
SFP
3105
Sterling Financial Planning
New Jersey
$1.11M
AWM
3106
Austin Wealth Management
Texas
$1.11M
DFG
3107
Dynamic Financial Group
Iowa
$1.11M
CSC
3108
Cove Street Capital
California
$1.11M
QFA
3109
Quantum Financial Advisors
California
$1.11M
ACM
3110
Ayrshire Capital Management
Connecticut
$1.11M
SSWM
3111
Sheets Smith Wealth Management
North Carolina
$1.11M
CIM
3112
Contravisory Investment Management
Massachusetts
$1.1M
MWM
3113
Maridea Wealth Management
New York
$1.1M
CA
3114
CV Advisors
Florida
$1.1M
PSCM
3115
Per Stirling Capital Management
Texas
$1.1M
WG
3116
Wealth Group
North Carolina
$1.1M
FNBTCON
3117
First National Bank & Trust Co of Newtown
Pennsylvania
$1.1M
WIM
3118
Warwick Investment Management
Texas
$1.1M
SB
3119
Sunflower Bank
Texas
$1.09M
IQI
3120
Integrated Quantitative Investments
Washington
$1.09M
DPI
3121
Diversified Portfolios Inc
Michigan
$1.09M
FFG
3122
Fortem Financial Group
California
$1.09M
AAIM
3123
American Assets Investment Management
California
$1.09M
FBFS
3124
First Business Financial Services
Wisconsin
$1.09M
LBC
3125
Leigh Baldwin & Co
New York
$1.09M