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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
AWA
4301
Aquire Wealth Advisors
Utah
$253K
MSCM
4302
McElhenny Sheffield Capital Management
Texas
$253K
RRWA
4303
Rainey & Randall Wealth Advisors
Florida
$252K
SCA
4304
Strathmore Capital Advisors
North Carolina
$251K
LIA
4305
LifePlan Investment Advisors
North Carolina
$251K
DFP
4306
Defined Financial Planning
California
$251K
JWM
4307
JDH Wealth Management
California
$249K
LSA
4308
Lansing Street Advisors
Pennsylvania
$249K
VC
4309
Veery Capital
Delaware
$249K
DWA
4310
Delta Wealth Advisors
Indiana
$248K
TC
4311
Tenret Company
Florida
$248K
KPPF
4312
Klein Pavlis & Peasley Financial
California
$248K
BCFS
4313
Butensky & Cohen Financial Security
Florida
$248K
PAG
4314
Paladin Advisory Group
Iowa
$247K
GLF
4315
Groupe la Francaise
France
$246K
I
4316
InvesTrust
Oklahoma
$245K
GFG
4317
GR Financial Group
Arizona
$245K
MFG
4318
Mainsail Financial Group
Washington
$245K
AAM
4319
Austin Asset Management
Texas
$245K
EWA
4320
Emergent Wealth Advisors
New York
$244K
IWC
4321
Infinity Wealth Counsel
Ohio
$244K
GA
4322
Guerra Advisors
Florida
$244K
CC
4323
Copperleaf Capital
North Carolina
$244K
HHRDM
4324
H&H Retirement Design & Management
Nevada
$244K
SF
4325
Slagle Financial
Illinois
$243K