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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
MWM
4226
Maltin Wealth Management
New Jersey
$403K +$995 +2 +0.3%
FPW
4227
Flywheel Private Wealth
California
$402K
NIA
4228
NIA Impact Advisors
California
$402K
SCI
4229
Silver Coast Investments
United States
$402K
AA
4230
ACT Advisors
North Carolina
$402K +$11.4K +23 +3%
KCM
4231
Kendall Capital Management
Maryland
$402K +$47.8K +96 +14%
GIA
4232
Gem Investment Advisors
New Jersey
$402K +$398K +799 New
BRIA
4233
Balanced Rock Investment Advisors
Massachusetts
$401K +$21.9K +44 +6%
FCMT
4234
Founders Capital Management (Texas)
Texas
$401K +$51.2K +103 +15%
DWA
4235
Delap Wealth Advisory
Oregon
$401K +$99.5K +200 +33%
FGG
4236
Financial Guidance Group
Florida
$401K +$4.48K +9 +1%
OFG
4237
OmniStar Financial Group
North Carolina
$401K +$69.7K +140 +21%
EWL
4238
Emissary Wealth LLC
New Jersey
$400K +$396K +796 New
SWM
4239
Sagace Wealth Management
Florida
$400K
SWM
4240
Shakespeare Wealth Management
Wisconsin
$398K -$47.3K -95 -11%
CC
4241
Citrine Capital
California
$398K
EFA
4242
Edge Financial Advisors
Illinois
$398K +$10.4K +21 +3%
CWAF
4243
Core Wealth Advisors (Florida)
Florida
$397K
OWMIAS
4244
One Wealth Management Investment & Advisory Services
Florida
$397K
DRD
4245
Dennis R. Delaney
$397K -$2.49K -5 -0.6%
MM
4246
Marnell Management
Michigan
$397K +$393K +790 New
GCP
4247
GSA Capital Partners
United Kingdom
$397K +$393K +790 New
BC
4248
Brio Consultants
California
$396K +$50.7K +102 +15%
RA
4249
Ruggaard & Associates
Ohio
$395K -$17.9K -36 -4%
CCM
4250
Carderock Capital Management
Maryland
$395K