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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
LSC
4351
Lesa Sroufe & Co
Washington
$236K
TDWM
4352
Topel & Distasi Wealth Management
California
$236K
ISWM
4353
Independent Solutions Wealth Management
New York
$235K
NCG
4354
Newport Capital Group
New Jersey
$234K
AIFS
4355
A&I Financial Services
Colorado
$234K
NDWM
4356
New Dimensions Wealth Management
Texas
$234K
HFF
4357
Halter Ferguson Financial
Indiana
$232K
OWM
4358
Orgel Wealth Management
Wisconsin
$232K
PP
4359
Pingora Partners
Wyoming
$232K
SIP
4360
Sellwood Investment Partners
Oregon
$231K
TF
4361
Tandem Financial
Colorado
$231K
SC
4362
Shearwater Capital
Colorado
$231K
MA
4363
MSA Advisors
California
$231K
WWM
4364
Waterway Wealth Management
Texas
$231K
SWP
4365
Summit Wealth Partners
Florida
$230K
TIA
4366
Trust Investment Advisors
Indiana
$230K
TDC
4367
Thompson Davis & Co
Virginia
$229K
VI
4368
VanderPol Investments
Michigan
$228K
FAC
4369
Financial Advisory Corporation
Michigan
$227K
LC
4370
Luminist Capital
Michigan
$227K
SFA
4371
Seneca Financial Advisors
New York
$226K
AWM
4372
Allen Wealth Management
North Carolina
$226K
HP
4373
Holowesko Partners
Bahamas
$226K
QFA
4374
Quattro Financial Advisors
Texas
$226K
LAS
4375
Lloyd Advisory Services
Georgia
$225K