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Berkshire Hathaway Class B

4,877 hedge funds and large institutions have $458B invested in Berkshire Hathaway Class B in 2025 Q4 according to their latest regulatory filings, with 525 funds opening new positions, 1,808 increasing their positions, 1,933 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more first-time investments, than exits

New positions opened: 525 | 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: 4,5764,877 (+301)

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
4,877
Holders Change
+301
Holders Change %
+6.58%
% 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
525
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
AC
4201
Addison Capital
Pennsylvania
$416K
TFS
4202
Targeted Financial Services
Florida
$416K +$414K +833 New
NA
4203
Note Advisors
New York
$416K -$13.4K -27 -3%
TWA
4204
Trellis Wealth Advisors
California
$415K +$149K +300 +57%
AWM
4205
Athena Wealth Management
Nevada
$415K +$410K +825 New
LWM
4206
Level Wealth Management
North Carolina
$414K
KFP
4207
Kerr Financial Planning
California
$414K +$9.95K +20 +2%
GFG
4208
Grantvest Financial Group
New Jersey
$413K -$34.8K -70 -8%
NLWP
4209
Next Level Wealth Planning
Idaho
$413K
OPOWM
4210
One Plus One Wealth Management
Florida
$412K -$5.97K -12 -1%
KCAM
4211
Kagan Cocozza Asset Management
New Jersey
$412K +$408K +820 New
SC
4212
Steph & Co
Wisconsin
$411K
APC
4213
Aspire Private Capital
North Carolina
$410K
HIMS
4214
Hager Investment Management Services
New Hampshire
$409K -$12.9K -26 -3%
IWB
4215
Innovative Wealth Building
Maryland
$409K +$57.2K +115 +16%
JSA
4216
Jacobson & Schmitt Advisors
Wisconsin
$408K -$5.47K -11 -1%
GWSA
4217
Global Wealth Strategies & Associates
Colorado
$407K -$10.9K -22 -3%
JA
4218
JVL Associates
Michigan
$407K -$4.97K -10 -1%
BCA
4219
Bay Capital Advisors
Virginia
$407K
FS
4220
Ferguson Shapiro
Georgia
$407K
CFM
4221
Cornerstone Financial Management
Massachusetts
$406K +$402K +807 New
BI
4222
Breachway Investments
Rhode Island
$406K +$402K +807 New
HWA
4223
Hilltop Wealth Advisors
North Carolina
$405K -$339K -681 -46%
MMM
4224
Mendel Money Management
Illinois
$404K -$161K -323 -29%
BA
4225
Brightwater Advisory
Florida
$403K +$399K +802 New