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Berkshire Hathaway Class B

4,531 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, 1,966 increasing their positions, 1,724 reducing their positions, and 122 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 4,5024,531 (+29)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.8B)

23% less funds holding in top 10

Funds holding in top 10: 923714 (-209)

Holders
4,531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
714
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
PFT
4376
Providence First Trust
Arizona
$217K
BIP
4377
Blue Investment Partners
California
$217K
WA
4378
WESPAC Advisors
California
$217K
HOWA
4379
Heritage Oak Wealth Advisors
Florida
$217K
TIA
4380
Tandem Investment Advisors
South Carolina
$214K
DJFS
4381
Dean Jacobson Financial Services
Texas
$213K
HC
4382
Hoese & Co
Minnesota
$213K
OS
4383
Objectivity Squared
South Carolina
$213K
IWP
4384
Insight Wealth Partners
Texas
$212K
ACM
4385
Accent Capital Management
Ohio
$212K
SPI
4386
Santori & Peters Inc
Pennsylvania
$211K
MHB
4387
Midwest Heritage Bank
Iowa
$211K
SCA
4388
St. Clair Advisors
Ohio
$210K
BC
4389
Barnett & Company
Tennessee
$210K
SEM
4390
Strategic Equity Management
Arizona
$209K
RW
4391
Rockport Wealth
Ohio
$209K
CI
4392
Ceera Investments
Texas
$208K
HPA
4393
High Probability Advisors
New York
$207K
RIA
4394
RPG Investment Advisory
California
$206K
KA
4395
Kooman & Associates
Pennsylvania
$205K
MWM
4396
Melfa Wealth Management
Massachusetts
$205K
BCM
4397
Beck Capital Management
Texas
$204K
TFM
4398
Trademark Financial Management
Minnesota
$203K
PIS
4399
POM Investment Strategies
North Carolina
$203K
RWS
4400
Rochester Wealth Strategies
Michigan
$203K