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Berkshire Hathaway Class B

4,501 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,955 increasing their positions, 1,714 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,501
Holders Change
+7
Holders Change %
+0.16%
% of All Funds
60.32%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.51%
New
213
Increased
1,955
Reduced
1,714
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
BCP
3426
Berkeley Capital Partners
Georgia
$757K -$34.5K -71 -4%
IF
3427
IRON Financial
Illinois
$757K +$146K +301 +24%
DWM
3428
Dogwood Wealth Management
Kansas
$757K +$626K +1,310 +478%
JHP
3429
James Hambro & Partners
United Kingdom
$756K -$38.8K -80 -5%
PFP
3430
Paragon Financial Partners
California
$756K +$25.7K +53 +4%
MSG
3431
Main Street Group
Virginia
$756K -$39.3K -81 -5%
LWM
3432
LeConte Wealth Management
Tennessee
$756K +$146K +300 +24%
RWA
3433
Rooted Wealth Advisors
Illinois
$755K +$168K +353 +29%
SVWG
3434
Shared Vision Wealth Group
United States
$754K +$12.7K +27 +2%
VP
3435
Verisail Partners
Georgia
$753K -$1.94K -4 -0.3%
WAG
3436
Wallace Advisory Group
California
$751K +$134K +251 +22%
GIM
3437
Guild Investment Management
California
$751K -$1.94K -4 -0.3%
TIM
3438
Total Investment Management
Arizona
$749K -$162K -333 -18%
AWA
3439
Alaska Wealth Advisors
Alaska
$746K +$203K +418 +37%
SIM
3440
SSI Investment Management
California
$746K -$564K -1,162 -43%
CFP
3441
Curran Financial Partners
South Carolina
$743K -$536K -1,103 -42%
AFP
3442
Alpha Financial Partners
Kentucky
$743K +$30.1K +62 +4%
PC
3443
Port Capital
Illinois
$743K -$19.4K -40 -3%
HP
3444
Highlander Partners
Texas
$741K -$255K -525 -26%
SWM
3445
Sterling Wealth Management
Illinois
$741K +$741K +1,525 New
CFG
3446
Compton Financial Group
Maryland
$738K +$24.3K +50 +3%
GKIM
3447
GW&K Investment Management
Massachusetts
$736K +$153K +315 +26%
PFW
3448
Petros Family Wealth
Minnesota
$734K +$64.6K +133 +10%
BFP
3449
Briaud Financial Planning
Texas
$733K +$19.4K +40 +3%
AIFAIM
3450
American Institute for Advanced Investment Management
Arizona
$733K