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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
HAP
4051
Harbor Asset Planning
Massachusetts
$358K
SC
4052
Soundwatch Capital
Connecticut
$358K
RHAM
4053
Round Hill Asset Management
California
$357K
W
4054
WorthPointe
California
$357K
OIS
4055
OneAscent Investment Solutions
Alabama
$357K
KDA
4056
Kraft Davis & Associates
Missouri
$357K
ERIC
4057
Eagle Rock Investment Company
Georgia
$357K
LC
4058
Lavaca Capital
Texas
$357K
WFS
4059
Widmann Financial Services
Maryland
$356K
BRIA
4060
Balanced Rock Investment Advisors
Massachusetts
$356K
TS
4061
Tamar Securities
California
$355K
IWA
4062
IVC Wealth Advisors
Pennsylvania
$354K
2WWM
4063
21 West Wealth Management
California
$354K
TFA
4064
Tobias Financial Advisors
Florida
$352K
MG
4065
MilWealth Group
Wisconsin
$352K
CCG
4066
Coastwise Capital Group
California
$351K
PRRFG
4067
Paul R. Ried Financial Group
Washington
$351K
CCP
4068
Clarity Capital Partners
California
$350K
LFG
4069
Lockerman Financial Group
California
$350K
MWPCG
4070
Measured Wealth Private Client Group
New Hampshire
$348K
AWM
4071
Accredited Wealth Management
Kentucky
$348K
KFS
4072
Kaizen Financial Strategies
California
$348K
QL
4073
Quarry LP
New York
$348K
EIA
4074
Eastover Investment Advisors
North Carolina
$348K
HIF
4075
Hill Island Financial
Michigan
$348K