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Berkshire Hathaway Class B

4,532 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 219 funds opening new positions, 1,966 increasing their positions, 1,724 reducing their positions, and 123 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 4,5024,532 (+30)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 923714 (-209)

Holders
4,532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
714
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
MFC
3651
Morris Financial Concepts
South Carolina
$599K
RLWM
3652
RF&L Wealth Management
Massachusetts
$599K
OFG
3653
Opulen Financial Group
Virginia
$597K
GSWM
3654
Greenup Street Wealth Management
Michigan
$597K
KFG
3655
Kelly Financial Group
Connecticut
$596K
SCM
3656
Saxony Capital Management
Missouri
$596K
MPPW
3657
Mitchell & Pahl Private Wealth
Oklahoma
$596K
PCA
3658
Peddock Capital Advisors
Massachusetts
$595K
CP
3659
Creekside Partners
California
$594K
LGG
3660
Luts & Greenleigh Group
Maryland
$594K
RWRC
3661
R.W. Roge & Company
New York
$593K
SFP
3662
SwitchPoint Financial Planning
Utah
$593K
CWM
3663
C2C Wealth Management
Arizona
$593K
FB
3664
Finward Bancorp
Indiana
$592K
BCP
3665
Blackhawk Capital Partners
Wisconsin
$591K
FFW
3666
Fusion Family Wealth
New York
$591K
IA
3667
IFS Advisors
Kansas
$589K
CWM
3668
Cedar Wealth Management
California
$589K
PCA
3669
Providence Capital Advisors
North Carolina
$587K
SCP
3670
Silverleafe Capital Partners
Tennessee
$587K
USB
3671
Union Savings Bank
Connecticut
$587K
WCM
3672
Windsor Capital Management
Arizona
$586K
MLIC
3673
Mandatum Life Insurance Company
Finland
$585K
BI
3674
Ballast Inc
Kentucky
$583K
JPLA
3675
Joseph P. Lucia & Associates
New York
$583K