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Berkshire Hathaway Class B

4,531 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 219 funds opening new positions, 1,966 increasing their positions, 1,723 reducing their positions, and 123 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 4,5024,531 (+29)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.8B)

23% less funds holding in top 10

Funds holding in top 10: 923714 (-209)

Holders
4,531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
714
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
CCM
4001
Chiron Capital Management
Florida
$382K
EFA
4002
Edge Financial Advisors
Illinois
$382K
CCM
4003
Carderock Capital Management
Maryland
$381K
AAM
4004
Ackerman Asset Management
Maryland
$380K
CA
4005
Claris Advisors
Missouri
$378K
HWM
4006
Howard Wealth Management
Connecticut
$378K
VPWA
4007
Vestia Personal Wealth Advisors
Indiana
$378K
CFO
4008
Custos Family Office
Texas
$378K
CWA
4009
Carolina Wealth Advisors
South Carolina
$376K
AWP
4010
Avid Wealth Partners
Texas
$376K
PSA
4011
Plum Street Advisors
Louisiana
$375K
RAS
4012
RPS Advisory Solutions
Kentucky
$375K
HWA
4013
Hilltop Wealth Advisors
North Carolina
$374K
GIM
4014
Grassi Investment Management
California
$373K
RS
4015
Rakuten Securities
Japan
$373K
MAG
4016
Members Advisory Group
New York
$372K
NA
4017
Nottingham Advisors
New York
$372K
RC
4018
Rovin Capital
Arizona
$371K
IW
4019
Instrumental Wealth
Florida
$370K
RK
4020
Rather & Kittrell
Tennessee
$370K
WPA
4021
Wealth Preservation Advisors
Tennessee
$370K
CB
4022
Community Bank
New York
$369K
MF
4023
Meridian Financial
Massachusetts
$369K
UIM
4024
Unified Investment Management
Georgia
$368K
NWMG
4025
Nicholson Wealth Management Group
South Carolina
$368K