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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 219 funds opening new positions, 1,967 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: 4,5064,537 (+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
4,537
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
OHWP
3151
Oak Harbor Wealth Partners
North Carolina
$1.06M
CIA
3152
Cascade Investment Advisors
Oregon
$1.06M
FM
3153
Foster & Motley
Ohio
$1.06M
RLIM
3154
Red Lighthouse Investment Management
New York
$1.06M
FSC
3155
Full Sail Capital
Oklahoma
$1.06M
GIM
3156
Generali Investments Management
Slovenia
$1.05M
CGIM
3157
Capital Group Investment Management
Singapore
$1.05M
PA
3158
Promethium Advisors
Maryland
$1.05M
MCA
3159
Maryland Capital Advisors
Maryland
$1.05M
CNTOF
3160
Canandaigua National Trust of Florida
New York
$1.05M
FAM
3161
Fairtree Asset Management
South Africa
$1.04M
APWA
3162
Atlas Private Wealth Advisors
New Jersey
$1.04M
BWM
3163
BKM Wealth Management
Wisconsin
$1.04M
LFA
3164
Level Financial Advisors
New York
$1.04M
HP
3165
Haven Private
Florida
$1.04M
A
3166
Argentarii
Ohio
$1.04M
BFWA
3167
Benchmark Financial Wealth Advisors
Florida
$1.04M
BWAM
3168
Boyd Watterson Asset Management
Ohio
$1.03M
AA
3169
AJ Advisors
Tennessee
$1.03M
MWA
3170
Monograph Wealth Advisors
California
$1.03M
LCWP
3171
Legacy Capital Wealth Partners
Arkansas
$1.03M
BMCM
3172
Burns Matteson Capital Management
New York
$1.03M
RWP
3173
Ridgecrest Wealth Partners
California
$1.02M
ERWM
3174
Elk River Wealth Management
Colorado
$1.02M
FA
3175
Fountainhead AM
New Jersey
$1.02M