BRK.B icon

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
MEAC
3926
M.E. Allison & Co
Texas
$427K
SIM
3927
Synergy Investment Management
Florida
$427K
OCM
3928
Orion Capital Management
California
$426K
GWA
3929
Gibson Wealth Advisors
Texas
$425K
ZAM
3930
Zevin Asset Management
Massachusetts
$425K
CC
3931
Climber Capital
Switzerland
$424K
FWP
3932
Fiduciary Wealth Partners
Massachusetts
$424K
KWA
3933
Kondo Wealth Advisors
California
$424K
EFG
3934
Ehrlich Financial Group
California
$424K
PWMG
3935
Pinnacle Wealth Management Group
Michigan
$424K
GFG
3936
Grantvest Financial Group
New Jersey
$423K
MSWMA
3937
Market Street Wealth Management Advisors
Indiana
$423K
CCAL
3938
City Center Advisors LLC
Michigan
$422K
LFP
3939
Lakeshore Financial Planning
Michigan
$421K
SCP
3940
Sender Company & Partners
New York
$421K
SC
3941
SummitTX Capital
Texas
$421K
LI
3942
LVZ Inc
Michigan
$421K
ASW
3943
Astoria Strategic Wealth
Texas
$420K
MCM
3944
MontVue Capital Management
Virginia
$419K
WWM
3945
Wiser Wealth Management
Georgia
$419K
BIG
3946
Builder Investment Group
Georgia
$419K
SCM
3947
Stordahl Capital Management
Colorado
$418K
NA
3948
Note Advisors
New York
$418K
HWM
3949
HRC Wealth Management
Idaho
$417K
FA
3950
Fortis Advisors
Pennsylvania
$416K