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Berkshire Hathaway Class B

4,501 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,955 increasing their positions, 1,714 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,501
Holders Change
+7
Holders Change %
+0.16%
% of All Funds
60.32%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.51%
New
213
Increased
1,955
Reduced
1,714
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
3251
Matthew Hamilton Rosenberg
$918K +$13.6K +28 +2%
JHCP
3252
Jackson Hole Capital Partners
Oklahoma
$917K
TPWM
3253
Twelve Points Wealth Management
Massachusetts
$917K
LSA
3254
Lion Street Advisors
Texas
$915K +$410K +845 +81%
OA
3255
Oceanside Advisors
South Carolina
$914K
PFG
3256
PAX Financial Group
Texas
$913K -$257K -529 -22%
BIA
3257
Bigelow Investment Advisors
Maine
$913K -$90.8K -187 -9%
NRG
3258
Nemes Rush Group
Michigan
$913K -$11.7K -24 -1%
JGUA
3259
John G. Ullman & Associates
New York
$913K +$38.9K +80 +4%
OIC
3260
Orion Investment Company
Missouri
$912K
ECM
3261
Estabrook Capital Management
New York
$911K
IFA
3262
Index Fund Advisors
California
$908K
WDG
3263
Wealth Dimensions Group
Ohio
$908K +$33.5K +69 +4%
JWWM
3264
Johnson & White Wealth Management
Pennsylvania
$906K -$17.5K -36 -2%
WWP
3265
Wise Wealth Partners
Arizona
$905K +$389K +800 +75%
OFO
3266
OneAscent Family Office
Alabama
$905K -$1.16M -2,398 -56%
JVBC
3267
J.V. Bruni & Co
Colorado
$902K -$15.5K -32 -2%
SI
3268
Seeds Investor
New York
$902K +$6.32K +13 +0.7%
CMA
3269
Cedar Mountain Advisors
Oregon
$900K -$24.3K -50 -3%
LG
3270
LAM Group
Oregon
$900K -$1.46K -3 -0.2%
MWM
3271
Meritas Wealth Management
California
$900K
GA
3272
Gordian Advisors
Arizona
$900K +$10.2K +21 +1%
WTFG
3273
Wells Trecaso Financial Group
Ohio
$898K
LA
3274
Lifeworks Advisors
Michigan
$897K +$27.7K +57 +3%
CISOA
3275
Capital Investment Services of America
Wisconsin
$896K