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Berkshire Hathaway Class B

4,554 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, 1,975 increasing their positions, 1,734 reducing their positions, and 124 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 funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.07%65.35% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.6B)

23% less funds holding in top 10

Funds holding in top 10: 925716 (-209)

Holders
4,554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
716
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
RGF
4276
Retirement Guys Formula
Ohio
$264K
SIAS
4277
Summit Investment Advisory Services
Minnesota
$263K
CPA
4278
Compass Planning Associates
Massachusetts
$263K
DA
4279
Detalus Advisors
Missouri
$262K
TPW
4280
TL Private Wealth
Texas
$262K
CCMW
4281
Cypress Capital Management (Wyoming)
Wyoming
$261K
PIA
4282
Pollock Investment Advisors
Michigan
$260K
VWMG
4283
Virginia Wealth Management Group
Virginia
$259K
AWA
4284
Archvest Wealth Advisors
California
$259K
SIA
4285
Sit Investment Associates
Minnesota
$259K
PWSG
4286
Pacific Wealth Strategies Group
California
$259K
MLA
4287
MB, Levis & Associates
Pennsylvania
$257K
TIAAOA
4288
Teachers Insurance & Annuity Association of America
New York
$256K
CWD
4289
Clarity Wealth Development
Oregon
$256K
BW
4290
BostonPremier Wealth
Massachusetts
$256K
LFA
4291
LifeGuide Financial Advisors
Pennsylvania
$256K
TCB
4292
Texas Capital Bancshares
Texas
$256K
TWA
4293
Trellis Wealth Advisors
California
$256K
KRW
4294
Kaufman Rossin Wealth
Florida
$255K
PD
4295
Planning Directions
Pennsylvania
$255K
QCIG
4296
Quad-Cities Investment Group
Iowa
$254K
ELM
4297
Elite Life Management
Florida
$253K
LGA
4298
Lebenthal Global Advisors
New York
$253K
AI
4299
Auour Investments
Massachusetts
$253K
CBB
4300
Citizens Business Bank
California
$253K