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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
CIAS
3351
CBIZ Investment Advisory Services
Ohio
$838K
HI
3352
Human Investing
Oregon
$838K
KAM
3353
KEB Asset Management
Illinois
$837K
BRG
3354
Bay Rivers Group
Virginia
$836K
XPN
3355
XY Planning Network
Montana
$836K
VIM
3356
Vista Investment Management
Pennsylvania
$836K
WIA
3357
Wealthedge Investment Advisors
New York
$835K
AA
3358
Argent Advisors
Louisiana
$835K
GPW
3359
Gentry Private Wealth
Kansas
$833K
4WM
3360
49 Wealth Management
Texas
$833K
FWM
3361
Forza Wealth Management
Florida
$831K
CFG
3362
Carr Financial Group
Massachusetts
$831K
PSIWM
3363
Paradigm Strategies in Wealth Management
Minnesota
$830K
NCMW
3364
Northern Capital Management (Washington)
Washington
$827K
EB
3365
Exchange Bank
California
$827K
PIWA
3366
Prevail Innovative Wealth Advisors
Kansas
$825K
MAM
3367
Marquette Asset Management
Minnesota
$823K
YWM
3368
Yoder Wealth Management
California
$823K
APM
3369
Advanced Portfolio Management
New York
$822K
JFGLC
3370
Johnson Financial Group LLC (Colorado)
Colorado
$822K
MPW
3371
MGO Private Wealth
California
$822K
CWA
3372
Choice Wealth Advisors
Maine
$821K
FNWA
3373
Financial Network Wealth Advisors
Utah
$821K
TCM
3374
Thoma Capital Management
Maryland
$821K
IP
3375
Isthmus Partners
Wisconsin
$819K