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Berkshire Hathaway Class B

4,561 hedge funds and large institutions have $426B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 1,980 increasing their positions, 1,736 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: 65.14%65.43% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $426B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 927717 (-210)

Holders
4,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
717
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
RWM
4351
RBA Wealth Management
California
$238K
PCIG
4352
Partners Capital Investment Group
Massachusetts
$238K
MPM
4353
MBB Public Markets
Illinois
$238K
SHFA
4354
SS&H Financial Advisors
Michigan
$237K
HPC
4355
Hobart Private Capital
North Carolina
$237K
TA
4356
TFG Advisers
Michigan
$236K
LSC
4357
Lesa Sroufe & Co
Washington
$236K
TDWM
4358
Topel & Distasi Wealth Management
California
$236K
ISWM
4359
Independent Solutions Wealth Management
New York
$235K
NCG
4360
Newport Capital Group
New Jersey
$234K
NDWM
4361
New Dimensions Wealth Management
Texas
$234K
AIFS
4362
A&I Financial Services
Colorado
$234K
HFF
4363
Halter Ferguson Financial
Indiana
$232K
OWM
4364
Orgel Wealth Management
Wisconsin
$232K
PP
4365
Pingora Partners
Wyoming
$232K
SIP
4366
Sellwood Investment Partners
Oregon
$231K
TF
4367
Tandem Financial
Colorado
$231K
SC
4368
Shearwater Capital
Colorado
$231K
MA
4369
MSA Advisors
California
$231K
WWM
4370
Waterway Wealth Management
Texas
$231K
SWP
4371
Summit Wealth Partners
Florida
$230K
TIA
4372
Trust Investment Advisors
Indiana
$230K
TDC
4373
Thompson Davis & Co
Virginia
$229K
VI
4374
VanderPol Investments
Michigan
$228K
FAC
4375
Financial Advisory Corporation
Michigan
$227K