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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 %
YCG
4026
Yeomans Consulting Group
Georgia
$361K -$22K -45 -6%
JFG
4027
JDM Financial Group
Texas
$360K
MGWA
4028
Monument Group Wealth Advisors
Massachusetts
$358K +$3.4K +7 +1%
KFGG
4029
Keystone Financial Group (Georgia)
Georgia
$358K
HAP
4030
Harbor Asset Planning
Massachusetts
$358K +$358K +737 New
SC
4031
Soundwatch Capital
Connecticut
$358K +$358K +766 New
RHAM
4032
Round Hill Asset Management
California
$357K -$97.2K -200 -21%
W
4033
WorthPointe
California
$357K +$10.2K +21 +3%
OIS
4034
OneAscent Investment Solutions
Alabama
$357K +$357K +735 New
KDA
4035
Kraft Davis & Associates
Missouri
$357K
ERIC
4036
Eagle Rock Investment Company
Georgia
$357K
LC
4037
Lavaca Capital
Texas
$357K +$48.6K +100 +16%
WFS
4038
Widmann Financial Services
Maryland
$356K +$1.46K +3 +0.4%
BRIA
4039
Balanced Rock Investment Advisors
Massachusetts
$356K +$7.77K +16 +2%
TS
4040
Tamar Securities
California
$355K +$23.3K +48 +7%
IWA
4041
IVC Wealth Advisors
Pennsylvania
$354K -$21.4K -44 -6%
2WWM
4042
21 West Wealth Management
California
$354K +$354K +728 New
TFA
4043
Tobias Financial Advisors
Florida
$352K -$5.34K -11 -1%
MG
4044
MilWealth Group
Wisconsin
$352K -$46.6K -96 -12%
CCG
4045
Coastwise Capital Group
California
$351K -$888K -1,828 -72%
PRRFG
4046
Paul R. Ried Financial Group
Washington
$351K
CCP
4047
Clarity Capital Partners
California
$350K -$244K -502 -41%
LFG
4048
Lockerman Financial Group
California
$350K
MWPCG
4049
Measured Wealth Private Client Group
New Hampshire
$348K -$2.92K -6 -0.8%
AWM
4050
Accredited Wealth Management
Kentucky
$348K +$348K +717 New