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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
BFS
3726
Burrus Financial Services
Utah
$552K
SFG
3727
Synergy Financial Group
California
$551K
NEPPG
3728
New England Professional Planning Group
Rhode Island
$550K
DFA
3729
Davies Financial Advisors
California
$550K
VCM
3730
Viewpoint Capital Management
Washington
$550K
PWM
3731
Paulson Wealth Management
Illinois
$549K
GWA
3732
Geometric Wealth Advisors
District of Columbia
$549K
ICMM
3733
Integrated Capital Management (Michigan)
Michigan
$548K
CCA
3734
Carrera Capital Advisors
Michigan
$548K
AIA
3735
Accelerate Investment Advisors
California
$548K
MAG
3736
M3 Advisory Group
Massachusetts
$547K
MMM
3737
Mendel Money Management
Illinois
$547K
M
3738
MYeCFO
California
$547K
WCA
3739
Westover Capital Advisors
Delaware
$547K
QP
3740
Quartz Partners
New York
$546K
CVA
3741
Central Valley Advisors
California
$545K
HAM
3742
Harmony Asset Management
Arizona
$545K
PPW
3743
PACK Private Wealth
Minnesota
$544K
TAM
3744
TCP Asset Management
Ohio
$544K
LCM
3745
Laurion Capital Management
New York
$544K
CFSG
3746
Clark Financial Services Group
Missouri
$544K
RFS
3747
Retirement Financial Solutions
Tennessee
$543K
WBCM
3748
Wilson & Boucher Capital Management
California
$543K
ACM
3749
Aspen Capital Management
Idaho
$543K
FWM
3750
Fonville Wealth Management
Virginia
$542K