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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
OWA
3701
Opal Wealth Advisors
New York
$570K
TF
3702
Theory Financial
Colorado
$570K
KG
3703
Kilter Group
New York
$570K
OGF
3704
Orin Green Financial
California
$570K
SF
3705
Strategent Financial
Virginia
$568K
CRI
3706
Commonwealth Retirement Investments
Virginia
$568K
CI
3707
Corient IA
Florida
$568K
SFC
3708
Summit Financial Consulting
Michigan
$567K
CFS
3709
Compass Financial Services
Iowa
$567K
UCMOK
3710
United Capital Management of KS
Kansas
$566K
PWMG
3711
Pioneer Wealth Management Group
Texas
$563K
RWM
3712
Rockline Wealth Management
New York
$562K
DAC
3713
Dividend Assets Capital
South Carolina
$561K
EI
3714
Ellevest Inc
New York
$560K
RPA
3715
Rock Point Advisors
Vermont
$560K
BC
3716
Barrett & Company
Rhode Island
$559K
TFO
3717
Timonier Family Office
North Carolina
$559K
KW
3718
Keyvantage Wealth
Pennsylvania
$556K
MAM
3719
Marotta Asset Management
Virginia
$556K
IAP
3720
Indie Asset Partners
Indiana
$555K
BSCCG
3721
Blue Sky Capital Consultants Group
California
$553K
BTC
3722
Bank & Trust Company
Illinois
$553K
IWS
3723
Insight Wealth Strategies
California
$553K
SGC
3724
Slocum, Gordon & Co
Rhode Island
$552K
AC
3725
Anson Capital
Georgia
$552K