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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
GA
3301
Gordian Advisors
Arizona
$900K
WTFG
3302
Wells Trecaso Financial Group
Ohio
$898K
LA
3303
Lifeworks Advisors
Michigan
$897K
CISOA
3304
Capital Investment Services of America
Wisconsin
$896K
BA
3305
BIP Alliance
Georgia
$896K
VFP
3306
Verus Financial Partners
Virginia
$895K
OAM
3307
Oak Asset Management
California
$894K
DAM
3308
Diamant Asset Management
Connecticut
$894K
NFC
3309
Northstar Financial Companies
Pennsylvania
$893K
VWA
3310
VERITY Wealth Advisors
United States
$891K
CPL
3311
CAP Partners LLC
Tennessee
$891K
GSF
3312
Grove Street Fiduciary
New Hampshire
$890K
CQWA
3313
Chokshi & Queen Wealth Advisors
California
$889K
NL
3314
Navalign LLC
California
$888K
PFG
3315
Prosperity Financial Group
California
$888K
RFG
3316
RFP Financial Group
Georgia
$888K
MFG
3317
Menard Financial Group
Texas
$888K
FAN
3318
Financial Advisors Network
California
$885K
GWM
3319
Gitterman Wealth Management
New Jersey
$883K
B
3320
BetterWealth
California
$883K
MFT
3321
Moisand Fitzgerald Tamayo
Florida
$883K
VBWMG
3322
Von Berge Wealth Management Group
California
$880K
AA
3323
Alpha Advisors
Virginia
$880K
PA
3324
Probity Advisors
Texas
$876K
PF
3325
Prosperitas Financial
California
$872K