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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
WFS
4076
Widmann Financial Services
Maryland
$356K
BRIA
4077
Balanced Rock Investment Advisors
Massachusetts
$356K
TS
4078
Tamar Securities
California
$355K
IWA
4079
IVC Wealth Advisors
Pennsylvania
$354K
2WWM
4080
21 West Wealth Management
California
$354K
TFA
4081
Tobias Financial Advisors
Florida
$352K
MG
4082
MilWealth Group
Wisconsin
$352K
CCG
4083
Coastwise Capital Group
California
$351K
PRRFG
4084
Paul R. Ried Financial Group
Washington
$351K
CCP
4085
Clarity Capital Partners
California
$350K
LFG
4086
Lockerman Financial Group
California
$350K
MWPCG
4087
Measured Wealth Private Client Group
New Hampshire
$348K
AWM
4088
Accredited Wealth Management
Kentucky
$348K
KFS
4089
Kaizen Financial Strategies
California
$348K
QL
4090
Quarry LP
New York
$348K
EIA
4091
Eastover Investment Advisors
North Carolina
$348K
HIF
4092
Hill Island Financial
Michigan
$348K
CA
4093
Cache Advisors
California
$347K
SWP
4094
Significant Wealth Partners
Illinois
$347K
CFG
4095
Copley Financial Group
California
$346K
SA
4096
Stewardship Advisors
Pennsylvania
$345K
SA
4097
SPG Advisors
Washington
$344K
CWMS
4098
Cannon Wealth Management Services
North Carolina
$342K
ASG
4099
Ariston Services Group
California
$342K
ACM
4100
Aljian Capital Management
Nevada
$341K