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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
RSS
3876
Rosenblum Silverman Sutton
California
$459K
VR
3877
Valued Retirements
Texas
$459K
BWM
3878
Boyd Wealth Management
California
$459K
MWP
3879
Moller Wealth Partners
$459K
KOMWMG
3880
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$459K
MTWM
3881
Masso Torrence Wealth Management
New Jersey
$457K
PWA
3882
PCG Wealth Advisors
Kansas
$457K
CWM
3883
Collaborative Wealth Management
Florida
$456K
GPWM
3884
Grant Private Wealth Management
California
$456K
M
3885
MATAURO
New York
$455K
OAP
3886
One Advisory Partners
Kansas
$454K
HWMC
3887
Heritage Wealth Management (California)
California
$454K
HFA
3888
Highland Financial Advisors
New Jersey
$453K
LIA
3889
Limestone Investment Advisors
New York
$452K
BB
3890
Berkshire Bank
Massachusetts
$452K
CGFA
3891
Colton Groome Financial Advisors
North Carolina
$451K
MWM
3892
Manske Wealth Management
Texas
$451K
IIM
3893
Ipswich Investment Management
Massachusetts
$449K
PA
3894
Prism Advisors
California
$449K
IAS
3895
Investment Advisory Services
Texas
$448K
SI
3896
Saxon Interests
Texas
$447K
PFS
3897
Prospect Financial Services
New York
$447K
PS
3898
Pinney & Scofield
Massachusetts
$446K
GBFP
3899
Golden Bell Financial Planning
Georgia
$446K
SWM
3900
Shakespeare Wealth Management
Wisconsin
$445K