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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 %
TWM
3626
Trevian Wealth Management
Massachusetts
$602K
SFG
3627
Sunburst Financial Group
Alabama
$602K
EPM
3628
Elm Partners Management
Pennsylvania
$602K +$602K +1,238 New
BAS
3629
Brueske Advisory Services
Washington
$601K -$972 -2 -0.2%
FF
3630
Friday Financial
Iowa
$599K +$14.6K +30 +2%
SSG
3631
Summit Securities Group
New York
$599K +$599K +1,234 New
UWM
3632
USAdvisors Wealth Management
Minnesota
$599K +$135K +278 +29%
RLWM
3633
RF&L Wealth Management
Massachusetts
$599K
MFC
3634
Morris Financial Concepts
South Carolina
$599K
OFG
3635
Opulen Financial Group
Virginia
$597K +$597K +1,230 New
GSWM
3636
Greenup Street Wealth Management
Michigan
$597K -$5.83K -12 -1%
KFG
3637
Kelly Financial Group
Connecticut
$596K -$271K -558 -31%
SCM
3638
Saxony Capital Management
Missouri
$596K -$92.8K -191 -13%
MPPW
3639
Mitchell & Pahl Private Wealth
Oklahoma
$596K
PCA
3640
Peddock Capital Advisors
Massachusetts
$595K
CP
3641
Creekside Partners
California
$594K
LGG
3642
Luts & Greenleigh Group
Maryland
$594K +$3.89K +8 +0.7%
RWRC
3643
R.W. Roge & Company
New York
$593K
SFP
3644
SwitchPoint Financial Planning
Utah
$593K +$129K +265 +28%
CWM
3645
C2C Wealth Management
Arizona
$593K +$202K +415 +52%
FB
3646
Finward Bancorp
Indiana
$592K
BCP
3647
Blackhawk Capital Partners
Wisconsin
$591K -$8.26K -17 -1%
FFW
3648
Fusion Family Wealth
New York
$591K
IA
3649
IFS Advisors
Kansas
$589K +$3.4K +7 +0.6%
CWM
3650
Cedar Wealth Management
California
$589K +$14.1K +29 +2%