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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
DG
4326
Dala Group
Illinois
$355K +$352K +707 New
FFL
4327
Financial Freedom LLC
Ohio
$355K +$49.8K +100 +16%
MBFW
4328
Morton Brown Family Wealth
Pennsylvania
$355K +$1.49K +3 +0.4%
ASG
4329
Ariston Services Group
California
$354K
CWMS
4330
Cannon Wealth Management Services
North Carolina
$354K
GT
4331
GreatBanc Trust
Illinois
$354K
SFCL
4332
Strengthening Families & Communities LLC
Massachusetts
$353K +$66.7K +134 +24%
LI
4333
LifeWealth Investments
Florida
$353K -$470K -944 -57%
RWMG
4334
Redwood Wealth Management Group
New Jersey
$352K -$158K -318 -31%
SRWM
4335
Shira Ridge Wealth Management
California
$352K -$9.95K -20 -3%
LW
4336
Libra Wealth
California
$352K -$4.48K -9 -1%
LF
4337
Lighthouse Financial
Florida
$352K
MCG
4338
McCollum Christoferson Group
New York
$352K
PFM
4339
Peak Financial Management
Massachusetts
$352K
PWM
4340
Peck Wealth Management
New York
$352K
SAM
4341
Sompo Asset Management
Japan
$352K
AWMG
4342
Alliance Wealth Management Group
New Jersey
$351K -$10.4K -21 -3%
TCM
4343
Towercrest Capital Management
Pennsylvania
$351K -$10.4K -21 -3%
OC
4344
OxenFree Capital
Florida
$351K -$2.49K -5 -0.7%
WFPG
4345
Waller Financial Planning Group
Ohio
$351K -$53.7K -108 -13%
PWSG
4346
Pacific Wealth Strategies Group
California
$351K
HIM
4347
Hanlon Investment Management
New Jersey
$351K +$20.4K +41 +6%
BWS
4348
Buck Wealth Strategies
Colorado
$350K -$43.8K -88 -11%
SCM
4349
Stordahl Capital Management
Colorado
$349K -$15.9K -32 -4%
HPC
4350
Hobart Private Capital
North Carolina
$349K +$127K +255 +58%