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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
WMA
4351
Wealth Management Associates
New Jersey
$349K -$50.7K -102 -13%
OWA
4352
Oak Wealth Advisors
Illinois
$349K +$5.47K +11 +2%
ACM
4353
Aljian Capital Management
Nevada
$348K
EWA
4354
Emergent Wealth Advisors
New York
$348K +$94.5K +190 +38%
SFPG
4355
Stonebridge Financial Planning Group
Florida
$347K
CFG
4356
Copley Financial Group
California
$347K -$7.46K -15 -2%
SFS
4357
Sunrise Financial Services
Washington
$347K +$343K +690 New
CF
4358
Carter Financial
California
$346K +$343K +689 New
CIM
4359
Catalyst Investment Management
New Hampshire
$346K +$342K +688 New
CCM
4360
Cloud Capital Management
Washington
$345K +$74.1K +149 +28%
TCM
4361
TD Capital Management
Tennessee
$344K +$54.2K +109 +19%
TCM
4362
TruNorth Capital Management
Michigan
$344K +$143K +288 +73%
LWM
4363
Latko Wealth Management
Illinois
$343K +$34.8K +70 +11%
SA
4364
SPG Advisors
Washington
$343K -$13.4K -27 -4%
PAM
4365
Peninsula Asset Management
Florida
$343K
BW
4366
BXM Wealth
Colorado
$342K +$11.4K +23 +3%
APW
4367
Acima Private Wealth
Virginia
$341K
RIA
4368
Realta Investment Advisors
Delaware
$341K +$337K +678 New
SWM
4369
Stronghold Wealth Management
Florida
$341K +$337K +678 New
XFP
4370
Xena Financial Planning
Oregon
$341K +$337K +678 New
WMWM
4371
Wilkins Miller Wealth Management
Alabama
$340K
ELM
4372
Elite Life Management
Florida
$340K +$39.8K +80 +14%
RFM
4373
Royal Fund Management
Florida
$340K -$17.4K -35 -5%
SIA
4374
Serenity Investment Advisors
Illinois
$339K +$338K +679 New
PIA
4375
Petredis Investment Advisors
Pennsylvania
$339K