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Berkshire Hathaway Class B

4,494 hedge funds and large institutions have $464B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,874 increasing their positions, 1,786 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,494
Holders Change
+29
Holders Change %
+0.65%
% of All Funds
61.04%
Holding in Top 10
920
Holding in Top 10 Change
+202
Holding in Top 10 Change %
+28.13%
% of All Funds
12.5%
New
223
Increased
1,874
Reduced
1,786
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
3426
Outlook Wealth Advisors
Texas
$779K -$29.3K -55 -4%
MCA
3427
Martin Capital Advisors
Texas
$778K +$3.73K +7 +0.5%
AGA
3428
Arkos Global Advisors
Texas
$774K
ST
3429
Sentinel Trust
Texas
$774K
SDJVC
3430
St. Denis J. Villere & Co
Louisiana
$774K -$53.3K -100 -6%
4WM
3431
44 Wealth Management
Oregon
$773K +$63.4K +119 +9%
BBWA
3432
Bell & Brown Wealth Advisors
California
$772K -$14.9K -28 -2%
MFC
3433
Mechanics Financial Corp
Ohio
$772K
FAG
3434
Fortitude Advisory Group
Washington
$772K +$124K +241 +19%
IFA
3435
Independence Financial Advisors
New Hampshire
$769K +$769K +1,444 New
OC
3436
Optima Capital
Oregon
$767K +$4.79K +9 +0.6%
GWM
3437
GK Wealth Management
Nevada
$767K +$137K +257 +22%
CCM
3438
Coerente Capital Management
Ontario, Canada
$764K -$10.7K -20 -1%
GWMIA
3439
Global Wealth Management Investment Advisory
Florida
$764K -$9.59K -18 -1%
PCA
3440
Private Capital Advisors
Connecticut
$762K
HAFS
3441
Hapanowicz & Associates Financial Services
Pennsylvania
$762K
MPW
3442
Melone Private Wealth
Michigan
$761K -$22.9K -43 -3%
DSC
3443
Duncker Streett & Co
Missouri
$761K
SC
3444
Schiavi & Co
Delaware
$761K
IIA
3445
Integral Investment Advisors
California
$759K +$265K +497 +53%
TWP
3446
Triad Wealth Partners
Kansas
$759K +$248K +466 +49%
MW
3447
Members Wealth
Pennsylvania
$759K +$7.45K +14 +1%
SICM
3448
Sustainable Insight Capital Management
New York
$758K +$213K +400 +39%
MFG
3449
Mosaic Financial Group
Illinois
$757K
CICI
3450
Capital Investment Counsel Inc
North Carolina
$756K