BRK.B icon

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
RSWA
3376
Robinson Smith Wealth Advisors
Maine
$818K
CWM
3377
Cherrydale Wealth Management
New Jersey
$817K
GP
3378
Geneva Partners
Wisconsin
$817K
CPSC
3379
Carl P. Sherr & Co
Massachusetts
$817K
SWM
3380
Sendero Wealth Management
Texas
$816K
CCA
3381
Clearwater Capital Advisors
Illinois
$815K
AWA
3382
Aletheian Wealth Advisors
Washington
$814K
BBNB
3383
Baker Boyer National Bank
Washington
$814K
IMC
3384
Investment Management Corporation
Virginia
$812K
HCC
3385
Hirtle Callaghan & Co
Pennsylvania
$811K
PIFP
3386
Partners in Financial Planning
Virginia
$811K
HS
3387
Horan Securities
United States
$809K
MS
3388
Maven Securities
Jersey
$808K
KPWG
3389
KFA Private Wealth Group
Virginia
$808K
C
3390
Covestor
United Kingdom
$808K
BDL
3391
Banque de Luxembourg
Luxembourg
$808K
PIM
3392
Progressive Investment Management
Oregon
$806K
VFPW
3393
Vantage Financial Partners (Wisconsin)
Wisconsin
$806K
MPIA
3394
Mountain Pacific Investment Advisers
Idaho
$805K
ACM
3395
Argent Capital Management
Missouri
$805K
GAM
3396
Gould Asset Management
California
$805K
LWM
3397
Lionshead Wealth Management
New York
$805K
CFC
3398
Coyle Financial Counsel
Illinois
$803K
JC
3399
Jentner Corp
Ohio
$803K
EA
3400
Efficient Advisors
Ohio
$802K