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Berkshire Hathaway Class B

4,514 hedge funds and large institutions have $439B invested in Berkshire Hathaway Class B in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,842 increasing their positions, 1,813 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
650
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

Top Buyers

1 +$910M
2 +$877M
3 +$607M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$600M
5
BlackRock
BlackRock
New York
+$551M

Top Sellers

1 -$10.5B
2 -$6.11B
3 -$1.19B
4
JP Morgan Chase
JP Morgan Chase
New York
-$592M
5
UBS AM
UBS AM
Illinois
-$472M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
4001
IBEX Wealth Advisors
New Jersey
$372K
MGWA
4002
Monument Group Wealth Advisors
Massachusetts
$371K
MWM
4003
Momentous Wealth Management
Washington
$371K
HAP
4004
Harbor Asset Planning
Massachusetts
$371K
LC
4005
Lavaca Capital
Texas
$370K
RC
4006
Rovin Capital
Arizona
$370K
RHAM
4007
Round Hill Asset Management
California
$370K
ERIC
4008
Eagle Rock Investment Company
Georgia
$369K
SI
4009
Saxon Interests
Texas
$369K
WAM
4010
Walker Asset Management
Missouri
$368K
OSNBOA
4011
Old Second National Bank of Aurora
Illinois
$368K
W
4012
WorthPointe
California
$367K
MAV
4013
Mason & Associates (Virginia)
Virginia
$367K
TS
4014
Tamar Securities
California
$366K
IWA
4015
IVC Wealth Advisors
Pennsylvania
$366K
OFG
4016
Omega Financial Group
California
$365K
SCM
4017
Stordahl Capital Management
Colorado
$365K
VMMC
4018
V.M. Manning & Co
South Carolina
$365K
MWPCG
4019
Measured Wealth Private Client Group
New Hampshire
$365K
KDA
4020
Kraft Davis & Associates
Missouri
$364K
ST
4021
Somerset Trust
Pennsylvania
$364K
MG
4022
MilWealth Group
Wisconsin
$364K
CP
4023
Clarendon Private
Massachusetts
$363K
2WWM
4024
21 West Wealth Management
California
$363K
SRWM
4025
Shira Ridge Wealth Management
California
$362K