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Berkshire Hathaway Class B

4,536 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, 1,967 increasing their positions, 1,726 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: 4,5064,536 (+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: 924715 (-209)

Holders
4,536
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
715
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
SSG
3651
Summit Securities Group
New York
$599K
UWM
3652
USAdvisors Wealth Management
Minnesota
$599K
MFC
3653
Morris Financial Concepts
South Carolina
$599K
RLWM
3654
RF&L Wealth Management
Massachusetts
$599K
OFG
3655
Opulen Financial Group
Virginia
$597K
GSWM
3656
Greenup Street Wealth Management
Michigan
$597K
KFG
3657
Kelly Financial Group
Connecticut
$596K
SCM
3658
Saxony Capital Management
Missouri
$596K
MPPW
3659
Mitchell & Pahl Private Wealth
Oklahoma
$596K
PCA
3660
Peddock Capital Advisors
Massachusetts
$595K
CP
3661
Creekside Partners
California
$594K
LGG
3662
Luts & Greenleigh Group
Maryland
$594K
RWRC
3663
R.W. Roge & Company
New York
$593K
SFP
3664
SwitchPoint Financial Planning
Utah
$593K
CWM
3665
C2C Wealth Management
Arizona
$593K
FB
3666
Finward Bancorp
Indiana
$592K
BCP
3667
Blackhawk Capital Partners
Wisconsin
$591K
FFW
3668
Fusion Family Wealth
New York
$591K
IA
3669
IFS Advisors
Kansas
$589K
CWM
3670
Cedar Wealth Management
California
$589K
PCA
3671
Providence Capital Advisors
North Carolina
$587K
SCP
3672
Silverleafe Capital Partners
Tennessee
$587K
USB
3673
Union Savings Bank
Connecticut
$587K
WCM
3674
Windsor Capital Management
Arizona
$586K
MLIC
3675
Mandatum Life Insurance Company
Finland
$585K