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Berkshire Hathaway Class B

4,552 hedge funds and large institutions have $439B invested in Berkshire Hathaway Class B in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,860 increasing their positions, 1,825 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,552
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
653
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2B
Puts
$8.25B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSWS
3901
Higgins & Schmidt Wealth Strategies
Colorado
$445K
QFPS
3902
Quantum Financial Planning Services
Washington
$444K
KWA
3903
Kondo Wealth Advisors
California
$444K
WWG
3904
West Wealth Group
California
$443K
AAS
3905
Asset Allocation Strategies
Michigan
$441K
CI
3906
Ceera Investments
Texas
$441K
SGI
3907
Summit Global Investments
Utah
$441K
OCM
3908
Orion Capital Management
California
$441K
CFO
3909
Custos Family Office
Texas
$441K
GWA
3910
Gibson Wealth Advisors
Texas
$440K
LI
3911
LVZ Inc
Michigan
$438K
BRG
3912
Bay Rivers Group
Virginia
$437K
NCFG
3913
New Century Financial Group
New Jersey
$436K
LFP
3914
Lakeshore Financial Planning
Michigan
$436K
PWMG
3915
Pinnacle Wealth Management Group
Michigan
$435K
ASW
3916
Astoria Strategic Wealth
Texas
$435K
MCM
3917
MontVue Capital Management
Virginia
$434K
BIG
3918
Builder Investment Group
Georgia
$433K
RWM
3919
Refined Wealth Management
Utah
$432K
HWM
3920
HRC Wealth Management
Idaho
$431K
LSA
3921
Lansing Street Advisors
Pennsylvania
$431K
CPG
3922
Cornerstone Planning Group
New Jersey
$431K
FA
3923
Fortis Advisors
Pennsylvania
$430K
KFP
3924
Keener Financial Planning
Texas
$430K
HFRG
3925
Houlihan Financial Resource Group
Virginia
$429K