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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
CCAL
4126
City Center Advisors LLC
Michigan
$452K +$42.3K +85 +10%
WLPWM
4127
Walled Lake Planning & Wealth Management
Illinois
$451K -$98.5K -198 -18%
SGI
4128
Swan Global Investments
Colorado
$451K -$38.3K -77 -8%
FWM
4129
FFT Wealth Management
Pennsylvania
$450K -$1.12M -2,250 -72%
RF
4130
Roxbury Financial
New Jersey
$450K -$25.9K -52 -5%
EM
4131
ELCO Management
New York
$450K
PWMG
4132
Pioneer Wealth Management Group
Texas
$449K -$131K -263 -23%
AFC
4133
Ares Financial Consulting
California
$448K +$444K +892 New
TAM
4134
Tucker Asset Management
Colorado
$447K -$13.4K -27 -3%
AZ
4135
Alpha Zero
Florida
$446K -$8.96K -18 -2%
AAS
4136
Asset Allocation Strategies
Michigan
$446K +$4.48K +9 +1%
HCWM
4137
Hidden Cove Wealth Management
Washington
$446K +$64.2K +129 +17%
DFG
4138
DiPaolo Financial Group
Florida
$445K +$441K +886 New
S
4139
Sachetta
Massachusetts
$445K -$1.01M -2,029 -70%
OPTFSNA
4140
Old Point Trust & Financial Services N A
Virginia
$445K +$19.9K +40 +5%
EFG
4141
Ehrlich Financial Group
California
$445K
AIA
4142
Accelerate Investment Advisors
California
$444K -$250K -502 -36%
LFP
4143
Lakeshore Financial Planning
Michigan
$443K +$6.96K +14 +2%
AWP
4144
Astra Wealth Partners
New Jersey
$443K +$13.4K +27 +3%
HSWS
4145
Higgins & Schmidt Wealth Strategies
Colorado
$442K -$2.49K -5 -0.6%
FFA
4146
Frazier Financial Advisors
Ohio
$442K -$155K -311 -26%
VWA
4147
Valued Wealth Advisors
Utah
$442K +$303K +610 +227%
KWA
4148
Kondo Wealth Advisors
California
$442K -$1.99K -4 -0.5%
CFO
4149
Custos Family Office
Texas
$441K
MW
4150
Marrick Wealth
California
$441K +$436K +877 New