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Berkshire Hathaway Class B

4,494 hedge funds and large institutions have $464B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,874 increasing their positions, 1,786 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,494
Holders Change
+29
Holders Change %
+0.65%
% of All Funds
61.04%
Holding in Top 10
920
Holding in Top 10 Change
+202
Holding in Top 10 Change %
+28.13%
% of All Funds
12.5%
New
223
Increased
1,874
Reduced
1,786
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Shares
Change %
GWAM
4101
Guardian Wealth Advisors (Minnesota)
Minnesota
$330K
HWA
4102
Hilltop Wealth Advisors
North Carolina
$329K +$329K +617 New
MSA
4103
Marathon Strategic Advisors
Pennsylvania
$328K
CA
4104
CWC Advisors
Oregon
$327K +$17K +32 +5%
PD
4105
Planning Directions
Pennsylvania
$326K -$39.9K -75 -11%
PWM
4106
Pacific Wealth Management
California
$326K
RCM
4107
Requisite Capital Management
Texas
$325K +$14.9K +28 +5%
DI
4108
Disciplined Investments
Oklahoma
$324K -$3.73K -7 -1%
NME
4109
Notis-McConarty Edward
$324K +$4.26K +8 +1%
CSI
4110
Clark & Stuart Inc
Maine
$323K -$1.6K -3 -0.5%
AFS
4111
AFG Fiduciary Services
Massachusetts
$323K
SGWM
4112
Sterling Group Wealth Management
California
$322K
TIA
4113
Tandem Investment Advisors
South Carolina
$322K -$273K -513 -46%
LD
4114
Lipe & Dalton
New York
$322K
WI
4115
WJ Interests
Texas
$322K +$322K +604 New
BFP
4116
Brewster Financial Planning
New York
$322K
WHCFA
4117
William Howard & Co Financial Advisors
Tennessee
$322K +$74.6K +140 +30%
GSC
4118
Ground Swell Capital
South Carolina
$321K +$321K +603 New
OC
4119
OxenFree Capital
Florida
$321K -$21.8K -43 -6%
ASG
4120
Ariston Services Group
California
$321K
ERSOT
4121
Employees Retirement System of Texas
Texas
$320K -$57.5M -107,790 -99%
SC
4122
Scholtz & Company
Connecticut
$320K -$107K -200 -25%
FFL
4123
Financial Freedom LLC
Ohio
$320K
MCG
4124
McCollum Christoferson Group
New York
$320K
LAI
4125
Legal Advantage Investments
California
$320K