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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
HIM
3326
Hanlon Investment Management
New Jersey
$871K
EC
3327
EdgeRock Capital
Colorado
$870K
ONST
3328
Old North State Trust
North Carolina
$869K
HWMT
3329
Heritage Wealth Management (Texas)
Texas
$869K
MCA
3330
Martin Capital Advisors
Texas
$868K
GWWM
3331
Great Waters Wealth Management
Minnesota
$867K
CNWM
3332
Clay Northam Wealth Management
California
$867K
CCA
3333
Cottonwood Capital Advisors
Utah
$867K
WCP
3334
Wick Capital Partners
Pennsylvania
$866K
SL
3335
Sentinus LLC
Illinois
$866K
MA
3336
MBA Advisors
Pennsylvania
$864K
OWA
3337
One Wealth Advisors
California
$862K
OW
3338
Olistico Wealth
Oklahoma
$862K
BRWM
3339
Blue Rock Wealth Management
North Carolina
$862K
AI
3340
Atom Investors
Texas
$861K
CPA
3341
Clear Point Advisors
New York
$861K
MWA
3342
MFA Wealth Advisors
Pennsylvania
$861K
SCM
3343
Sunbeam Capital Management
Georgia
$860K
WCWM
3344
Wooster Corthell Wealth Management
Connecticut
$860K
SP
3345
Sequent Planning
Nebraska
$859K
DIP
3346
DT Investment Partners
Pennsylvania
$858K
SFA
3347
Souders Financial Advisors
Ohio
$857K
EFL
3348
ERn Financial LLC
Wisconsin
$855K
DA
3349
Drake & Associates
Wisconsin
$854K
HCA
3350
Hyperion Capital Advisors
New York
$852K