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Berkshire Hathaway Class B

4,500 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, 1,713 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,500
Holders Change
+6
Holders Change %
+0.13%
% of All Funds
60.33%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.52%
New
213
Increased
1,955
Reduced
1,713
Closed
121
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
BIP
4351
Blue Investment Partners
California
$217K
WA
4352
WESPAC Advisors
California
$217K +$1.46K +3 +0.7%
HOWA
4353
Heritage Oak Wealth Advisors
Florida
$217K +$7.77K +16 +4%
TIA
4354
Tandem Investment Advisors
South Carolina
$214K -$80.3K -165 -27%
DJFS
4355
Dean Jacobson Financial Services
Texas
$213K +$9.72K +20 +5%
HC
4356
Hoese & Co
Minnesota
$213K +$18.9K +39 +10%
OS
4357
Objectivity Squared
South Carolina
$213K
IWP
4358
Insight Wealth Partners
Texas
$212K +$212K +437 New
ACM
4359
Accent Capital Management
Ohio
$212K +$128K +264 +153%
SPI
4360
Santori & Peters Inc
Pennsylvania
$211K -$9.72K -20 -4%
MHB
4361
Midwest Heritage Bank
Iowa
$211K -$11.2K -23 -5%
SCA
4362
St. Clair Advisors
Ohio
$210K
BC
4363
Barnett & Company
Tennessee
$210K +$210K +433 New
SEM
4364
Strategic Equity Management
Arizona
$209K
RW
4365
Rockport Wealth
Ohio
$209K +$209K +430 New
CI
4366
Ceera Investments
Texas
$208K
HPA
4367
High Probability Advisors
New York
$207K +$207K +427 New
RIA
4368
RPG Investment Advisory
California
$206K -$205K -422 -50%
KA
4369
Kooman & Associates
Pennsylvania
$205K -$9.72K -20 -5%
MWM
4370
Melfa Wealth Management
Massachusetts
$205K
BCM
4371
Beck Capital Management
Texas
$204K -$3.4K -7 -2%
TFM
4372
Trademark Financial Management
Minnesota
$203K -$17K -35 -8%
PIS
4373
POM Investment Strategies
North Carolina
$203K +$972 +2 +0.5%
RWS
4374
Rochester Wealth Strategies
Michigan
$203K +$203K +417 New
FDW
4375
Fourth Dimension Wealth
Ohio
$202K -$3.4K -7 -2%