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Berkshire Hathaway Class B

4,494 hedge funds and large institutions have $464B invested in Berkshire Hathaway Class B in 2025 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,874 increasing their positions, 1,786 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,494
Holders Change
+29
Holders Change %
+0.65%
% of All Funds
61.04%
Holding in Top 10
920
Holding in Top 10 Change
+202
Holding in Top 10 Change %
+28.13%
% of All Funds
12.5%
New
223
Increased
1,874
Reduced
1,786
Closed
107
Calls
$11.1B
Puts
$7.32B
Net Calls
+$3.81B
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
4376
Kozak & Associates
Colorado
$193K -$132K -250 -41%
AF
4377
Atala Financial
California
$192K
AAG
4378
Accordant Advisory Group
Maryland
$186K +$125K +235 +204%
SC
4379
Sawyer & Company
Massachusetts
$184K -$13.3K -25 -7%
GWM
4380
Guardian Wealth Management
Illinois
$184K -$5.33K -10 -3%
TWD
4381
True Wealth Design
Ohio
$182K +$48.4K +91 +36%
AEPWM
4382
Atlantic Edge Private Wealth Management
Florida
$178K
PPC
4383
Park Place Capital
Alabama
$176K -$456K -856 -72%
LWMI
4384
Legacy Wealth Management (Idaho)
Idaho
$168K +$18.6K +35 +12%
SVWA
4385
Sarver Vrooman Wealth Advisors
Missouri
$167K +$167K +314 New
CWM
4386
Copia Wealth Management
Oregon
$167K +$13.3K +25 +9%
MMCM
4387
Murphy & Mullick Capital Management
New York
$161K +$20.2K +38 +14%
RAM
4388
Ramirez Asset Management
New York
$160K
RWM
4389
Ruedi Wealth Management
Illinois
$153K
CRFG
4390
Columbia River Financial Group
Washington
$151K +$151K +285 New
SCM
4391
Silvant Capital Management
Georgia
$151K
HHGA
4392
Halbert Hargrove Global Advisors
California
$151K -$26.6K -50 -15%
FFC
4393
First Financial Corp
Indiana
$150K
VWA
4394
Valued Wealth Advisors
Utah
$150K +$18.6K +35 +14%
DWM
4395
Dogwood Wealth Management
Kansas
$146K +$20.2K +38 +16%
NG
4396
NWK Group
California
$143K
SAM
4397
Sherman Asset Management
California
$138K
BGC
4398
Beutel, Goodman & Co
Ontario, Canada
$138K +$138K +260 New
WA
4399
Whipplewood Advisors
Colorado
$137K +$49.2K +144 +56%
MCI
4400
MRP Capital Investments
Georgia
$133K