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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
CP
3701
Covenant Partners
Tennessee
$576K
GAM
3702
GEM Asset Management
Michigan
$576K
NI
3703
NFC Investments
Tennessee
$576K
OPWM
3704
Oxinas Partners Wealth Management
Indiana
$574K
HWM
3705
HighMark Wealth Management
Minnesota
$574K
CCA
3706
Conestoga Capital Advisors
Pennsylvania
$573K
GLAM
3707
Gardner Lewis Asset Management
Pennsylvania
$573K
VT
3708
Volterra Technologies
New York
$573K
GPW
3709
Gray Private Wealth
Massachusetts
$572K
MRI
3710
Mad River Investors
Massachusetts
$571K
FYW
3711
Future You Wealth
New York
$571K
RPCONE
3712
Retirement Planning Company of New England
Rhode Island
$570K
OWA
3713
Opal Wealth Advisors
New York
$570K
TF
3714
Theory Financial
Colorado
$570K
KG
3715
Kilter Group
New York
$570K
OGF
3716
Orin Green Financial
California
$570K
SF
3717
Strategent Financial
Virginia
$568K
CRI
3718
Commonwealth Retirement Investments
Virginia
$568K
CI
3719
Corient IA
Florida
$568K
SFC
3720
Summit Financial Consulting
Michigan
$567K
CFS
3721
Compass Financial Services
Iowa
$567K
UCMOK
3722
United Capital Management of KS
Kansas
$566K
PWMG
3723
Pioneer Wealth Management Group
Texas
$563K
RWM
3724
Rockline Wealth Management
New York
$562K
DAC
3725
Dividend Assets Capital
South Carolina
$561K