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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
CWA
4026
Carolina Wealth Advisors
South Carolina
$376K
AWP
4027
Avid Wealth Partners
Texas
$376K
PSA
4028
Plum Street Advisors
Louisiana
$375K
RAS
4029
RPS Advisory Solutions
Kentucky
$375K
HWA
4030
Hilltop Wealth Advisors
North Carolina
$374K
GIM
4031
Grassi Investment Management
California
$373K
RS
4032
Rakuten Securities
Japan
$373K
MAG
4033
Members Advisory Group
New York
$372K
NA
4034
Nottingham Advisors
New York
$372K
RC
4035
Rovin Capital
Arizona
$371K
IW
4036
Instrumental Wealth
Florida
$370K
RK
4037
Rather & Kittrell
Tennessee
$370K
WPA
4038
Wealth Preservation Advisors
Tennessee
$370K
CB
4039
Community Bank
New York
$369K
MF
4040
Meridian Financial
Massachusetts
$369K
UIM
4041
Unified Investment Management
Georgia
$368K
NWMG
4042
Nicholson Wealth Management Group
South Carolina
$368K
SSWG
4043
Seven Springs Wealth Group
Tennessee
$367K
MAV
4044
Mason & Associates (Virginia)
Virginia
$367K
OSNBOA
4045
Old Second National Bank of Aurora
Illinois
$367K
LWM
4046
Lighthouse Wealth Management
Ohio
$366K
RCM
4047
Requisite Capital Management
Texas
$366K
VFIC
4048
Valley Forge Investment Consultants
Pennsylvania
$365K
AWP
4049
Astra Wealth Partners
New Jersey
$365K
BWM
4050
Biltmore Wealth Management
Arizona
$365K