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Berkshire Hathaway Class B

4,500 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, 1,955 increasing their positions, 1,713 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,500
Holders Change
+6
Holders Change %
+0.13%
% of All Funds
60.32%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.52%
New
213
Increased
1,955
Reduced
1,713
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
FC
4376
Fjell Capital
North Dakota
$201K
SC
4377
Schubert & Co
Texas
$200K -$12.1K -25 -6%
FPW
4378
Flagship Private Wealth
Massachusetts
$200K
TW
4379
Towerpoint Wealth
California
$200K +$200K +412 New
HHMI
4380
Howard Hughes Medical Institute
Maryland
$192K +$192K +396 New
WFA
4381
West Financial Advisors
Iowa
$188K
DF
4382
DecisionPoint Financial
Arizona
$187K +$8.32K +17 +5%
MWM
4383
MorganRosel Wealth Management
Colorado
$186K
MAFA
4384
MJT & Associates Financial Advisory
Minnesota
$185K
TWD
4385
True Wealth Design
Ohio
$183K +$17.5K +36 +11%
RTL
4386
Red Tortoise LLC
Georgia
$183K
AAG
4387
Accordant Advisory Group
Maryland
$182K +$12.1K +25 +7%
WW
4388
Winnow Wealth
Texas
$182K +$132K +271 +261%
KA
4389
Kozak & Associates
Colorado
$179K +$4.31K +9 +2%
CF
4390
Cantor Fitzgerald
New York
$178K +$178K +366 New
HHGA
4391
Halbert Hargrove Global Advisors
California
$177K +$39.8K +82 +29%
DWS
4392
Dynamic Wealth Strategies
California
$170K -$23.8K -49 -12%
MAWAG
4393
Mid-American Wealth Advisory Group
Missouri
$167K -$64.6K -133 -28%
Loomis, Sayles & Company
4394
Loomis, Sayles & Company
Massachusetts
$166K -$33K -68 -17%
MMCM
4395
Murphy & Mullick Capital Management
New York
$166K +$21K +44 +15%
AEPWM
4396
Atlantic Edge Private Wealth Management
Florida
$165K +$2.43K +5 +1%
SC
4397
Sawyer & Company
Massachusetts
$163K -$4.85K -10 -3%
CWM
4398
Copia Wealth Management
Oregon
$159K +$7.29K +15 +5%
TCM
4399
TruNorth Capital Management
Michigan
$156K -$117K -241 -43%
MDA
4400
Minot DeBlois Advisors
Massachusetts
$153K -$24.3K -50 -14%