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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 %
AHC
3476
Adell Harriman & Carpenter
Texas
$712K -$15.5K -32 -2%
TF
3477
Threadgill Financial
Texas
$712K +$128K +263 +22%
OC
3478
Optima Capital
Oregon
$711K +$11.2K +23 +2%
MWM
3479
Momentous Wealth Management
Washington
$710K -$35.5K -73 -5%
OWM
3480
OneAscent Wealth Management
Alabama
$709K +$179K +368 +34%
ST
3481
Sentinel Trust
Texas
$708K +$1.94K +4 +0.3%
BBWA
3482
Bell & Brown Wealth Advisors
California
$707K
AGA
3483
Arkos Global Advisors
Texas
$706K
BBA
3484
Braun-Bostich & Associates
Pennsylvania
$706K -$50K -103 -7%
SDJVC
3485
St. Denis J. Villere & Co
Louisiana
$706K
FDS
3486
First Dallas Securities
Texas
$705K -$72.9K -150 -9%
CCA
3487
Cora Capital Advisors
New Jersey
$703K +$14.6K +30 +2%
AFGAS
3488
Allegiance Financial Group Advisory Services
Virginia
$702K +$326K +672 +87%
IFA
3489
Independence Financial Advisors
New Hampshire
$701K
IWS
3490
Integrity Wealth Solutions
Colorado
$701K +$19.9K +41 +3%
BMA
3491
Brooks Moore & Associates
Tennessee
$701K
FWA
3492
FSC Wealth Advisors
New York
$699K +$14.6K +30 +2%
SA
3493
Scarborough Advisors
Maryland
$699K +$355K +730 +103%
IW
3494
IronOak Wealth
Texas
$697K +$697K +1,435 New
HCG
3495
Haven Capital Group
California
$697K +$697K +1,435 New
RL
3496
Rogco LP
Oklahoma
$696K +$465K +957 +201%
PCA
3497
Private Capital Advisors
Connecticut
$695K
DSC
3498
Duncker Streett & Co
Missouri
$695K +$1.46K +3 +0.2%
SC
3499
Schiavi & Co
Delaware
$694K
G
3500
Gainplan
Michigan
$694K +$29.6K +61 +4%