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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
MA
3326
MBA Advisors
Pennsylvania
$864K
OWA
3327
One Wealth Advisors
California
$862K
OW
3328
Olistico Wealth
Oklahoma
$862K
BRWM
3329
Blue Rock Wealth Management
North Carolina
$862K
AI
3330
Atom Investors
Texas
$861K
CPA
3331
Clear Point Advisors
New York
$861K
MWA
3332
MFA Wealth Advisors
Pennsylvania
$861K
SCM
3333
Sunbeam Capital Management
Georgia
$860K
WCWM
3334
Wooster Corthell Wealth Management
Connecticut
$860K
SP
3335
Sequent Planning
Nebraska
$859K
DIP
3336
DT Investment Partners
Pennsylvania
$858K
SFA
3337
Souders Financial Advisors
Ohio
$857K
EFL
3338
ERn Financial LLC
Wisconsin
$855K
DA
3339
Drake & Associates
Wisconsin
$854K
HCA
3340
Hyperion Capital Advisors
New York
$852K
CS
3341
Capital Square
Tennessee
$850K
TCM
3342
Tradewinds Capital Management
Washington
$850K
AW
3343
Atlas Wealth
Ohio
$848K
CWMP
3344
Clarion Wealth Managment Partners
Virginia
$848K
KWMG
3345
King Wealth Management Group
Florida
$845K
WSWA
3346
Warren Street Wealth Advisors
California
$845K
RCM
3347
RNC Capital Management
California
$844K
ACC
3348
Acorn Creek Capital
Colorado
$843K
RG
3349
Renaissance Group
Kentucky
$842K
FFO
3350
Fortitude Family Office
Arizona
$841K