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Berkshire Hathaway Class B

4,498 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, 1,953 increasing their positions, 1,714 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,498
Holders Change
+5
Holders Change %
+0.11%
% of All Funds
60.32%
Holding in Top 10
709
Holding in Top 10 Change
-211
Holding in Top 10 Change %
-22.93%
% of All Funds
9.51%
New
213
Increased
1,953
Reduced
1,714
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 %
FPW
4376
Flagship Private Wealth
Massachusetts
$200K
TW
4377
Towerpoint Wealth
California
$200K +$200K +412 New
HHMI
4378
Howard Hughes Medical Institute
Maryland
$192K +$192K +396 New
WFA
4379
West Financial Advisors
Iowa
$188K
DF
4380
DecisionPoint Financial
Arizona
$187K +$8.32K +17 +5%
MWM
4381
MorganRosel Wealth Management
Colorado
$186K
MAFA
4382
MJT & Associates Financial Advisory
Minnesota
$185K
TWD
4383
True Wealth Design
Ohio
$183K +$17.5K +36 +11%
RTL
4384
Red Tortoise LLC
Georgia
$183K
AAG
4385
Accordant Advisory Group
Maryland
$182K +$12.1K +25 +7%
WW
4386
Winnow Wealth
Texas
$182K +$132K +271 +261%
KA
4387
Kozak & Associates
Colorado
$179K +$4.31K +9 +2%
CF
4388
Cantor Fitzgerald
New York
$178K +$178K +366 New
HHGA
4389
Halbert Hargrove Global Advisors
California
$177K +$39.8K +82 +29%
DWS
4390
Dynamic Wealth Strategies
California
$170K -$23.8K -49 -12%
MAWAG
4391
Mid-American Wealth Advisory Group
Missouri
$167K -$64.6K -133 -28%
Loomis, Sayles & Company
4392
Loomis, Sayles & Company
Massachusetts
$166K -$33K -68 -17%
MMCM
4393
Murphy & Mullick Capital Management
New York
$166K +$21K +44 +15%
AEPWM
4394
Atlantic Edge Private Wealth Management
Florida
$165K +$2.43K +5 +1%
SC
4395
Sawyer & Company
Massachusetts
$163K -$4.85K -10 -3%
CWM
4396
Copia Wealth Management
Oregon
$159K +$7.29K +15 +5%
TCM
4397
TruNorth Capital Management
Michigan
$156K -$117K -241 -43%
MDA
4398
Minot DeBlois Advisors
Massachusetts
$153K -$24.3K -50 -14%
NWM
4399
Navigoe Wealth Management
California
$153K +$129K +265 +530%
SVWA
4400
Sarver Vrooman Wealth Advisors
Missouri
$153K