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Berkshire Hathaway Class B

4,554 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,975 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: 65.07%65.35% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.6B)

23% less funds holding in top 10

Funds holding in top 10: 925716 (-209)

Holders
4,554
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
VCM
3651
Virtue Capital Management
Tennessee
$604K
AP
3652
Aspect Partners
Virginia
$604K
BGAI
3653
Bruce G. Allen Investments
Colorado
$603K
YIM
3654
Yoffe Investment Management
Pennsylvania
$603K
RC
3655
RBF Capital
California
$603K
PA
3656
Persium Advisors
Georgia
$602K
TWM
3657
Trevian Wealth Management
Massachusetts
$602K
SFG
3658
Sunburst Financial Group
Alabama
$602K
EPM
3659
Elm Partners Management
Pennsylvania
$602K
BAS
3660
Brueske Advisory Services
Washington
$601K
FF
3661
Friday Financial
Iowa
$599K
SSG
3662
Summit Securities Group
New York
$599K
UWM
3663
USAdvisors Wealth Management
Minnesota
$599K
MFC
3664
Morris Financial Concepts
South Carolina
$599K
RLWM
3665
RF&L Wealth Management
Massachusetts
$599K
OFG
3666
Opulen Financial Group
Virginia
$597K
GSWM
3667
Greenup Street Wealth Management
Michigan
$597K
KFG
3668
Kelly Financial Group
Connecticut
$596K
SCM
3669
Saxony Capital Management
Missouri
$596K
MPPW
3670
Mitchell & Pahl Private Wealth
Oklahoma
$596K
PCA
3671
Peddock Capital Advisors
Massachusetts
$595K
CP
3672
Creekside Partners
California
$594K
LGG
3673
Luts & Greenleigh Group
Maryland
$594K
RWRC
3674
R.W. Roge & Company
New York
$593K
SFP
3675
SwitchPoint Financial Planning
Utah
$593K