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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
PS
3351
Planned Solutions
California
$840K
CNBOF
3352
City National Bank of Florida
Florida
$840K
CIAS
3353
CBIZ Investment Advisory Services
Ohio
$838K
HI
3354
Human Investing
Oregon
$838K
KAM
3355
KEB Asset Management
Illinois
$837K
BRG
3356
Bay Rivers Group
Virginia
$836K
XPN
3357
XY Planning Network
Montana
$836K
VIM
3358
Vista Investment Management
Pennsylvania
$836K
WIA
3359
Wealthedge Investment Advisors
New York
$835K
AA
3360
Argent Advisors
Louisiana
$835K
GPW
3361
Gentry Private Wealth
Kansas
$833K
4WM
3362
49 Wealth Management
Texas
$833K
FWM
3363
Forza Wealth Management
Florida
$831K
CFG
3364
Carr Financial Group
Massachusetts
$831K
PSIWM
3365
Paradigm Strategies in Wealth Management
Minnesota
$830K
NCMW
3366
Northern Capital Management (Washington)
Washington
$827K
EB
3367
Exchange Bank
California
$827K
PIWA
3368
Prevail Innovative Wealth Advisors
Kansas
$825K
MAM
3369
Marquette Asset Management
Minnesota
$823K
YWM
3370
Yoder Wealth Management
California
$823K
APM
3371
Advanced Portfolio Management
New York
$822K
JFGLC
3372
Johnson Financial Group LLC (Colorado)
Colorado
$822K
MPW
3373
MGO Private Wealth
California
$822K
CWA
3374
Choice Wealth Advisors
Maine
$821K
FNWA
3375
Financial Network Wealth Advisors
Utah
$821K