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Berkshire Hathaway Class B

4,531 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, 1,966 increasing their positions, 1,724 reducing their positions, and 122 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 4,5024,531 (+29)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.8B)

23% less funds holding in top 10

Funds holding in top 10: 923714 (-209)

Holders
4,531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
714
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
IRC
4226
Investors Research Corp
Georgia
$276K
AWP
4227
Ascent Wealth Partners
New York
$276K
HKIMG
4228
Hutchens & Kramer Investment Management Group
Indiana
$275K
RIA
4229
Realta Investment Advisors
Delaware
$275K
WCM
4230
Winthrop Capital Management
Indiana
$274K
BAM
4231
Beaumont Asset Management
Texas
$273K
AWA
4232
ARQ Wealth Advisors
Arizona
$273K
CWMA
4233
Capstone Wealth Management (Alabama)
Alabama
$273K
SA
4234
SoundView Advisors
Washington
$273K
OCFG
4235
O'Connor Financial Group
Illinois
$273K
WAN
4236
Wealth Advisors Northwest
Oregon
$272K
DI
4237
Disciplined Investments
Oklahoma
$272K
WHCI
4238
W.H. Cornerstone Investments
Massachusetts
$272K
SC
4239
Scholtz & Company
Connecticut
$272K
LF
4240
LifePlan Financial
Minnesota
$271K
TWP
4241
Total Wealth Planning
Ohio
$271K
KC
4242
Kinloch Capital
Virginia
$270K
DA
4243
Dillon & Associates
Michigan
$270K
SWM
4244
Seaside Wealth Management
California
$270K
RTC
4245
Riverview Trust Company
Washington
$269K
MCWA
4246
Meadow Creek Wealth Advisors
Georgia
$269K
CWM
4247
Centricity Wealth Management
Ohio
$269K
DIA
4248
Davidson Investment Advisors
Montana
$269K
AWM
4249
Altus Wealth Management
Kentucky
$269K
VWM
4250
Vivid Wealth Management
Iowa
$268K