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Berkshire Hathaway Class B

4,538 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, 1,969 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: 4,5084,538 (+30)

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
4,538
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
VWA
3301
VERITY Wealth Advisors
United States
$891K
CPL
3302
CAP Partners LLC
Tennessee
$891K
GSF
3303
Grove Street Fiduciary
New Hampshire
$890K
CQWA
3304
Chokshi & Queen Wealth Advisors
California
$889K
NL
3305
Navalign LLC
California
$888K
PFG
3306
Prosperity Financial Group
California
$888K
RFG
3307
RFP Financial Group
Georgia
$888K
MFG
3308
Menard Financial Group
Texas
$888K
FAN
3309
Financial Advisors Network
California
$885K
GWM
3310
Gitterman Wealth Management
New Jersey
$883K
B
3311
BetterWealth
California
$883K
MFT
3312
Moisand Fitzgerald Tamayo
Florida
$883K
VBWMG
3313
Von Berge Wealth Management Group
California
$880K
PA
3314
Probity Advisors
Texas
$876K
PF
3315
Prosperitas Financial
California
$872K
HIM
3316
Hanlon Investment Management
New Jersey
$871K
EC
3317
EdgeRock Capital
Colorado
$870K
ONST
3318
Old North State Trust
North Carolina
$869K
HWMT
3319
Heritage Wealth Management (Texas)
Texas
$869K
MCA
3320
Martin Capital Advisors
Texas
$868K
GWWM
3321
Great Waters Wealth Management
Minnesota
$867K
CNWM
3322
Clay Northam Wealth Management
California
$867K
CCA
3323
Cottonwood Capital Advisors
Utah
$867K
WCP
3324
Wick Capital Partners
Pennsylvania
$866K
SL
3325
Sentinus LLC
Illinois
$866K