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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
KFP
3801
Keener Financial Planning
Texas
$512K
PWA
3802
Primoris Wealth Advisors
Florida
$509K
FC
3803
Fusion Capital
South Carolina
$508K
MFP
3804
Meridian Financial Partners
Virginia
$505K
BWM
3805
Brickley Wealth Management
California
$504K
GGA
3806
Granite Group Advisors
Connecticut
$502K
CWM
3807
Cranbrook Wealth Management
Michigan
$500K
RFW
3808
Rainier Family Wealth
Washington
$500K
BWCS
3809
Beirne Wealth Consulting Services
Connecticut
$500K
SDWMA
3810
Schneider Downs Wealth Management Advisors
Pennsylvania
$500K
DFCM
3811
Dark Forest Capital Management
Puerto Rico
$499K
PWM
3812
Purus Wealth Management
California
$499K
BHA
3813
Beech Hill Advisors
New York
$498K
SR
3814
Syntax Research
Florida
$497K
FF
3815
Farrow Financial
Vermont
$497K
MCM
3816
Monument Capital Management
Virginia
$497K
LGW
3817
Leslie Global Wealth
Illinois
$495K
BWM
3818
BCO Wealth Management
New Mexico
$495K
TFA
3819
Toth Financial Advisory
Virginia
$494K
ERSOT
3820
Employees Retirement System of Texas
Texas
$494K
AAM
3821
American Asset Management
Florida
$493K
ILI
3822
Invesco LLC (Illinois)
Illinois
$493K
HA
3823
HFG Advisors
Ohio
$492K
RFS
3824
Richardson Financial Services
Massachusetts
$491K
AWM
3825
Affinity Wealth Management
Delaware
$491K