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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
FDW
4401
Fourth Dimension Wealth
Ohio
$202K
FC
4402
Fjell Capital
North Dakota
$201K
SC
4403
Schubert & Co
Texas
$200K
FPW
4404
Flagship Private Wealth
Massachusetts
$200K
TW
4405
Towerpoint Wealth
California
$200K
DCBT
4406
Dakota Community Bank & Trust
North Dakota
$197K
HHMI
4407
Howard Hughes Medical Institute
Maryland
$192K
WFA
4408
West Financial Advisors
Iowa
$188K
DF
4409
DecisionPoint Financial
Arizona
$187K
MWM
4410
MorganRosel Wealth Management
Colorado
$186K
MAFA
4411
MJT & Associates Financial Advisory
Minnesota
$185K
TWD
4412
True Wealth Design
Ohio
$183K
RTL
4413
Red Tortoise LLC
Georgia
$183K
AAG
4414
Accordant Advisory Group
Maryland
$182K
WW
4415
Winnow Wealth
Texas
$182K
KA
4416
Kozak & Associates
Colorado
$179K
CF
4417
Cantor Fitzgerald
New York
$178K
HHGA
4418
Halbert Hargrove Global Advisors
California
$177K
DWS
4419
Dynamic Wealth Strategies
California
$170K
MAWAG
4420
Mid-American Wealth Advisory Group
Missouri
$167K
Loomis, Sayles & Company
4421
Loomis, Sayles & Company
Massachusetts
$166K
MMCM
4422
Murphy & Mullick Capital Management
New York
$166K
AEPWM
4423
Atlantic Edge Private Wealth Management
Florida
$165K
SC
4424
Sawyer & Company
Massachusetts
$163K
CWM
4425
Copia Wealth Management
Oregon
$159K