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Berkshire Hathaway Class B

4,878 hedge funds and large institutions have $458B invested in Berkshire Hathaway Class B in 2025 Q4 according to their latest regulatory filings, with 526 funds opening new positions, 1,808 increasing their positions, 1,933 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 526 | Existing positions closed: 131

48% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $8.27B

7% more funds holding

Funds holding: 4,5764,878 (+302)

2.87% more ownership

Funds ownership: 63.48%66.35% (+2.9%)

4% more capital invested

Capital invested by funds: $440B → $458B (+$18.2B)

6% less repeat investments, than reductions

Existing positions increased: 1,808 | Existing positions reduced: 1,933

2% less funds holding in top 10

Funds holding in top 10: 657643 (-14)

Holders
4,878
Holders Change
+302
Holders Change %
+6.6%
% of All Funds
59.32%
Holding in Top 10
643
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-2.13%
% of All Funds
7.82%
New
526
Increased
1,808
Reduced
1,933
Closed
131
Calls
$12.3B
Puts
$8.27B
Net Calls
+$3.99B
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
4101
William Mack & Associates
Michigan
$466K -$10.4K -21 -2%
NECFA
4102
New England Capital Financial Advisors
Connecticut
$465K +$5.47K +11 +1%
IAS
4103
Investment Advisory Services
Texas
$463K
ACM
4104
Advance Capital Management
Michigan
$463K
MWA
4105
Medallion Wealth Advisors
Connecticut
$463K +$33.3K +67 +8%
MSWMA
4106
Market Street Wealth Management Advisors
Indiana
$463K +$46.3K +93 +11%
VDC
4107
Van Diest Capital
Iowa
$462K +$458K +920 New
TWM
4108
TSA Wealth Management
Texas
$462K +$72.1K +145 +19%
GBFP
4109
Golden Bell Financial Planning
Georgia
$461K
DWM
4110
DWR Wealth Management
California
$461K +$456K +916 New
ANBOT
4111
American National Bank of Texas
Texas
$461K
CG
4112
Cynosure Group
Utah
$461K +$456K +917 New
AWP
4113
Accretive Wealth Partners
New Jersey
$460K -$24.9K -50 -5%
SIA
4114
SkyView Investment Advisors
New Jersey
$460K +$455K +915 New
SSW
4115
Stone Summit Wealth
Florida
$460K -$12.4K -25 -3%
WCA
4116
Westover Capital Advisors
Delaware
$457K -$94.5K -190 -17%
LWA
4117
Lifelong Wealth Advisors
Minnesota
$455K +$4.48K +9 +1%
UFPG
4118
United Financial Planning Group
New York
$455K +$451K +906 New
MKW
4119
Mullaney, Keating & Wright
Connecticut
$454K
PWMG
4120
Pinnacle Wealth Management Group
Michigan
$454K +$18.9K +38 +4%
EA
4121
Evolution Advisers
Virginia
$454K
BOSSRA
4122
B.O.S.S. Retirement Advisors
Utah
$453K -$80.1K -161 -15%
MFA
4123
Morling Financial Advisors
California
$452K -$26.4K -53 -6%
BCAM
4124
Boston Common Asset Management
Massachusetts
$452K
DWM
4125
DeLarme Wealth Management
California
$452K +$448K +900 New