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Berkshire Hathaway Class B

4,501 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,955 increasing their positions, 1,714 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,501
Holders Change
+7
Holders Change %
+0.16%
% of All Funds
60.32%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.51%
New
213
Increased
1,955
Reduced
1,714
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
MP
3976
Moment Partners
California
$384K
WWP
3977
Waypoint Wealth Partners
California
$384K -$45.7K -94 -11%
OWMIAS
3978
One Wealth Management Investment & Advisory Services
Florida
$384K +$30.6K +63 +9%
SC
3979
Steph & Co
Wisconsin
$383K +$194K +400 +103%
FGG
3980
Financial Guidance Group
Florida
$383K +$383K +788 New
CCM
3981
Chiron Capital Management
Florida
$382K
EFA
3982
Edge Financial Advisors
Illinois
$382K -$56K -115 -13%
CCM
3983
Carderock Capital Management
Maryland
$381K +$51K +105 +15%
AAM
3984
Ackerman Asset Management
Maryland
$380K -$4.86K -10 -1%
CA
3985
Claris Advisors
Missouri
$378K -$70.4K -145 -16%
HWM
3986
Howard Wealth Management
Connecticut
$378K -$11.7K -24 -3%
VPWA
3987
Vestia Personal Wealth Advisors
Indiana
$378K +$20.4K +42 +6%
CFO
3988
Custos Family Office
Texas
$378K +$57.8K +119 +18%
CWA
3989
Carolina Wealth Advisors
South Carolina
$376K
AWP
3990
Avid Wealth Partners
Texas
$376K +$117K +240 +45%
PSA
3991
Plum Street Advisors
Louisiana
$375K
RAS
3992
RPS Advisory Solutions
Kentucky
$375K +$38.4K +79 +11%
HWA
3993
Hilltop Wealth Advisors
North Carolina
$374K +$73.8K +152 +25%
GIM
3994
Grassi Investment Management
California
$373K
RS
3995
Rakuten Securities
Japan
$373K -$660K -1,359 -64%
MAG
3996
Members Advisory Group
New York
$372K +$972 +2 +0.3%
NA
3997
Nottingham Advisors
New York
$372K -$879K -1,809 -70%
RC
3998
Rovin Capital
Arizona
$371K +$68.5K +141 +23%
IW
3999
Instrumental Wealth
Florida
$370K -$470 -1 -0.1%
RK
4000
Rather & Kittrell
Tennessee
$370K -$1.46K -3 -0.4%