BRK.B icon

Berkshire Hathaway Class B

4,532 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, 1,724 reducing their positions, and 122 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: 4,5024,532 (+30)

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
4,532
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
NWMG
4026
Nicholson Wealth Management Group
South Carolina
$368K
SSWG
4027
Seven Springs Wealth Group
Tennessee
$367K
MAV
4028
Mason & Associates (Virginia)
Virginia
$367K
OSNBOA
4029
Old Second National Bank of Aurora
Illinois
$367K
LWM
4030
Lighthouse Wealth Management
Ohio
$366K
RCM
4031
Requisite Capital Management
Texas
$366K
VFIC
4032
Valley Forge Investment Consultants
Pennsylvania
$365K
AWP
4033
Astra Wealth Partners
New Jersey
$365K
BWM
4034
Biltmore Wealth Management
Arizona
$365K
NFG
4035
Northeast Financial Group
Pennsylvania
$365K
GC
4036
GatePass Capital
Ohio
$364K
ST
4037
Somerset Trust
Pennsylvania
$364K
IPA
4038
Investment Planning Advisors
Georgia
$364K
MPPLM
4039
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$363K
PFA
4040
Pathway Financial Advisors
Vermont
$363K
NIM
4041
Nicollet Investment Management
Minnesota
$363K
FBT
4042
First Bankers Trust
Kentucky
$363K
ACMA
4043
Arbor Capital Management (Alaska)
Alaska
$362K
HFS
4044
Hoge Financial Services
Pennsylvania
$362K
AAA
4045
Adams Asset Advisors
Texas
$361K
JF
4046
Joule Financial
Kentucky
$361K
CP
4047
Clarendon Private
Massachusetts
$361K
YCG
4048
Yeomans Consulting Group
Georgia
$361K
JFG
4049
JDM Financial Group
Texas
$360K
MGWA
4050
Monument Group Wealth Advisors
Massachusetts
$358K