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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
SWM
3476
Sterling Wealth Management
Illinois
$741K
CFG
3477
Compton Financial Group
Maryland
$738K
GKIM
3478
GW&K Investment Management
Massachusetts
$736K
PFW
3479
Petros Family Wealth
Minnesota
$734K
BFP
3480
Briaud Financial Planning
Texas
$733K
AIFAIM
3481
American Institute for Advanced Investment Management
Arizona
$733K
OPPS
3482
Obsidian Personal Planning Solutions
Maryland
$731K
CFO
3483
Collective Family Office
Pennsylvania
$731K
DWMS
3484
Dominguez Wealth Management Solutions
Virginia
$730K
PCG
3485
PFC Capital Group
California
$730K
S
3486
Systrade
Liechtenstein
$729K
OWA
3487
Outlook Wealth Advisors
Texas
$729K
KA
3488
Kure Advisory
Minnesota
$728K
T
3489
TrueFG
Texas
$728K
LCM
3490
Lazari Capital Management
California
$727K
TFIPS
3491
Towarzystwo Funduszy Inwestycyjnych PZU SA
$726K
AWM
3492
Avondale Wealth Management
Texas
$726K
HCA
3493
Harbour Capital Advisors
Virginia
$724K
SIA
3494
Spectrum Investment Advisors
Wisconsin
$723K
EFP
3495
EnRich Financial Partners
Wisconsin
$722K
SWP
3496
Semus Wealth Partners
Florida
$722K
JTWM
3497
Jackson Thornton Wealth Management
Alabama
$719K
RA
3498
Rational Advisors
New York
$717K
LNWWM
3499
Laird Norton Wetherby Wealth Management
California
$717K
AL
3500
ADE LLC
Maryland
$715K