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