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Berkshire Hathaway Class B

4,501 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,955 increasing their positions, 1,714 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,501
Holders Change
+7
Holders Change %
+0.16%
% of All Funds
60.32%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.51%
New
213
Increased
1,955
Reduced
1,714
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
4301
RBA Wealth Management
California
$238K -$20.4K -42 -8%
PCIG
4302
Partners Capital Investment Group
Massachusetts
$238K +$15.1K +31 +7%
MPM
4303
MBB Public Markets
Illinois
$238K -$112K -231 -32%
SHFA
4304
SS&H Financial Advisors
Michigan
$237K
HPC
4305
Hobart Private Capital
North Carolina
$237K +$237K +487 New
TA
4306
TFG Advisers
Michigan
$236K
LSC
4307
Lesa Sroufe & Co
Washington
$236K +$2.91K +6 +1%
TDWM
4308
Topel & Distasi Wealth Management
California
$236K
ISWM
4309
Independent Solutions Wealth Management
New York
$235K
NCG
4310
Newport Capital Group
New Jersey
$234K -$46.1K -95 -16%
AIFS
4311
A&I Financial Services
Colorado
$234K
NDWM
4312
New Dimensions Wealth Management
Texas
$234K
HFF
4313
Halter Ferguson Financial
Indiana
$232K +$5.83K +12 +3%
OWM
4314
Orgel Wealth Management
Wisconsin
$232K
PP
4315
Pingora Partners
Wyoming
$232K
SIP
4316
Sellwood Investment Partners
Oregon
$231K -$10.2K -21 -4%
TF
4317
Tandem Financial
Colorado
$231K
SC
4318
Shearwater Capital
Colorado
$231K +$18.5K +38 +9%
MA
4319
MSA Advisors
California
$231K
WWM
4320
Waterway Wealth Management
Texas
$231K +$34K +70 +17%
SWP
4321
Summit Wealth Partners
Florida
$230K -$9.72K -20 -4%
TIA
4322
Trust Investment Advisors
Indiana
$230K
TDC
4323
Thompson Davis & Co
Virginia
$229K +$2.92K +6 +1%
VI
4324
VanderPol Investments
Michigan
$228K +$972 +2 +0.4%
FAC
4325
Financial Advisory Corporation
Michigan
$227K -$1.94K -4 -0.8%