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Berkshire Hathaway Class B

4,537 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, 1,727 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: 4,5064,537 (+31)

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
4,537
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
EA
3401
Efficient Advisors
Ohio
$802K
MFF
3402
Michels Family Financial
Texas
$801K
AWM
3403
Accel Wealth Management
Iowa
$801K
SP
3404
Symmetry Partners
Connecticut
$801K
CHA
3405
Cooper/Haims Advisors
New York
$798K
PPWM
3406
PFG Private Wealth Management
Florida
$797K
EAM
3407
Empirical Asset Management
Massachusetts
$795K
MWG
3408
Martin Worley Group
Utah
$795K
DDPIC
3409
Deroy & Devereaux Private Investment Counsel
Michigan
$793K
CIA
3410
Cape Investment Advisory
Georgia
$792K
TA
3411
TrueWealth Advisors
Alabama
$792K
RAG
3412
RIA Advisory Group
Iowa
$791K
FGWP
3413
Founders Grove Wealth Partners
Virginia
$791K
AF
3414
Abound Financial
California
$790K
LWM
3415
Laidlaw Wealth Management
New York
$790K
CWM
3416
Core Wealth Management
Florida
$787K
RSF
3417
Rik Saylor Financial
Ohio
$786K
WAM
3418
Winslow Asset Management
Ohio
$785K
PIN
3419
Prudent Investors Network
California
$784K
CWM
3420
Compass Wealth Management
Connecticut
$784K
AFM
3421
Anson Funds Management
Texas
$783K
WMP
3422
Wealth Management Partners
Arizona
$783K
FPW
3423
Fairvoy Private Wealth
Alabama
$781K
CAG
3424
Centerpoint Advisory Group
Kansas
$780K
FFG
3425
Fortress Financial Group
Minnesota
$780K