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Berkshire Hathaway Class B

4,555 hedge funds and large institutions have $426B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,976 increasing their positions, 1,734 reducing their positions, and 124 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 funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.14%65.43% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $426B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 926716 (-210)

Holders
4,555
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
TWP
3451
Tower Wealth Partners
Pennsylvania
$767K
MC
3452
McCarthy & Cox
Ohio
$766K
WAG
3453
Wiser Advisor Group
Arizona
$766K
CNC
3454
Citizens & Northern Corp
Pennsylvania
$765K
AWM
3455
AAF Wealth Management
Massachusetts
$762K
HWM
3456
Horizons Wealth Management
North Carolina
$761K
BCP
3457
Berkeley Capital Partners
Georgia
$757K
IF
3458
IRON Financial
Illinois
$757K
DWM
3459
Dogwood Wealth Management
Kansas
$757K
JHP
3460
James Hambro & Partners
United Kingdom
$756K
PFP
3461
Paragon Financial Partners
California
$756K
MSG
3462
Main Street Group
Virginia
$756K
LWM
3463
LeConte Wealth Management
Tennessee
$756K
RWA
3464
Rooted Wealth Advisors
Illinois
$755K
SVWG
3465
Shared Vision Wealth Group
United States
$754K
VP
3466
Verisail Partners
Georgia
$753K
WAG
3467
Wallace Advisory Group
California
$751K
GIM
3468
Guild Investment Management
California
$751K
TIM
3469
Total Investment Management
Arizona
$749K
AWA
3470
Alaska Wealth Advisors
Alaska
$746K
SIM
3471
SSI Investment Management
California
$746K
CFP
3472
Curran Financial Partners
South Carolina
$743K
AFP
3473
Alpha Financial Partners
Kentucky
$743K
PC
3474
Port Capital
Illinois
$743K
HP
3475
Highlander Partners
Texas
$741K