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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
HIP
4251
Harrell Investment Partners
Texas
$392K -$14.9K -30 -4%
OPF
4252
Old Peak Finance
North Carolina
$392K +$388K +780 New
WA
4253
Winter & Associates
Minnesota
$392K +$388K +780 New
TC
4254
Town Capital
Maryland
$391K +$387K +778 New
BHA
4255
Beech Hill Advisors
New York
$391K -$123K -248 -24%
JC
4256
JBGlobal.com
New York
$389K -$3.48K -7 -0.9%
FBC
4257
Fairfield, Bush & Co
Connecticut
$388K -$7.46K -15 -2%
ES
4258
ETF Store
Kansas
$388K +$4.48K +9 +1%
PSA
4259
Plum Street Advisors
Louisiana
$388K
SA
4260
Stewardship Advisors
Pennsylvania
$388K +$33.8K +68 +10%
CIS
4261
Connors Investor Services
Pennsylvania
$387K -$14.9K -30 -4%
ISWM
4262
Independent Solutions Wealth Management
New York
$387K -$1.49K -3 -0.4%
SPI
4263
Strategic Planning Inc
Ohio
$387K
BHWM
4264
Bay Harbor Wealth Management
Maryland
$386K +$316K +635 +477%
MAG
4265
Members Advisory Group
New York
$385K
IWA
4266
IVC Wealth Advisors
Pennsylvania
$385K +$18.4K +37 +5%
SI
4267
Saxon Interests
Texas
$383K +$13.9K +28 +4%
MF
4268
Meridian Financial
Massachusetts
$382K
ERWM
4269
E&R Wealth Management
South Carolina
$382K +$378K +759 New
KDA
4270
Kraft Davis & Associates
Missouri
$381K +$20.9K +42 +6%
NWMG
4271
Nicholson Wealth Management Group
South Carolina
$381K
UIM
4272
Unified Investment Management
Georgia
$381K
FFG
4273
Floyd Financial Group
Missouri
$380K -$1.99K -4 -0.5%
KFGG
4274
Keystone Financial Group (Georgia)
Georgia
$380K
IA
4275
Invested Advisors
Pennsylvania
$380K +$376K +756 New