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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
IWM
3626
Iams Wealth Management
Nebraska
$622K
IJWM
3627
Inman Jager Wealth Management
Mississippi
$621K
RWM
3628
Rialto Wealth Management
New York
$620K
NCFG
3629
New Century Financial Group
New Jersey
$620K
BWP
3630
Bernardo Wealth Planning
Pennsylvania
$620K
PS
3631
Portfolio Strategies
New York
$619K
ATWA
3632
Arbor Trust Wealth Advisors
Michigan
$619K
IPW
3633
Impact Partnership Wealth
Georgia
$619K
BAM
3634
Bellevue Asset Management
Washington
$618K
DA
3635
Doliver Advisors
Texas
$617K
IIA
3636
Integrity Investment Advisors
Colorado
$617K
BCCM
3637
Bridge Creek Capital Management
Massachusetts
$616K
AWS
3638
Aspen Wealth Strategies
Colorado
$616K
BH
3639
Burk Holdings
Oklahoma
$616K
MCM
3640
Mendel Capital Management
Arkansas
$616K
FC
3641
Financial Council
Maryland
$614K
CCIA
3642
Cherry Creek Investment Advisors
Colorado
$613K
VWS
3643
Virtus Wealth Solutions
New Jersey
$612K
DIP
3644
Davis Investment Partners
North Carolina
$612K
WB
3645
West Bancorporation
Iowa
$612K
SFS
3646
Sharp Financial Services
Pennsylvania
$610K
OAS
3647
Optivise Advisory Services
Tennessee
$609K
FSBI
3648
Fearless Solutions (Best Invest)
Texas
$608K
CAM
3649
Congress Asset Management
Massachusetts
$607K
UFF
3650
USA Financial Formulas
Michigan
$606K