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Berkshire Hathaway Class B

4,536 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, 1,726 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: 4,5064,536 (+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: 924715 (-209)

Holders
4,536
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
715
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
OW
3326
Olistico Wealth
Oklahoma
$862K
BRWM
3327
Blue Rock Wealth Management
North Carolina
$862K
AI
3328
Atom Investors
Texas
$861K
CPA
3329
Clear Point Advisors
New York
$861K
MWA
3330
MFA Wealth Advisors
Pennsylvania
$861K
SCM
3331
Sunbeam Capital Management
Georgia
$860K
WCWM
3332
Wooster Corthell Wealth Management
Connecticut
$860K
SP
3333
Sequent Planning
Nebraska
$859K
DIP
3334
DT Investment Partners
Pennsylvania
$858K
SFA
3335
Souders Financial Advisors
Ohio
$857K
EFL
3336
ERn Financial LLC
Wisconsin
$855K
DA
3337
Drake & Associates
Wisconsin
$854K
HCA
3338
Hyperion Capital Advisors
New York
$852K
CS
3339
Capital Square
Tennessee
$850K
TCM
3340
Tradewinds Capital Management
Washington
$850K
AW
3341
Atlas Wealth
Ohio
$848K
CWMP
3342
Clarion Wealth Managment Partners
Virginia
$848K
KWMG
3343
King Wealth Management Group
Florida
$845K
WSWA
3344
Warren Street Wealth Advisors
California
$845K
RCM
3345
RNC Capital Management
California
$844K
ACC
3346
Acorn Creek Capital
Colorado
$843K
RG
3347
Renaissance Group
Kentucky
$842K
FFO
3348
Fortitude Family Office
Arizona
$841K
PS
3349
Planned Solutions
California
$840K
CNBOF
3350
City National Bank of Florida
Florida
$840K