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Berkshire Hathaway Class B

4,877 hedge funds and large institutions have $458B invested in Berkshire Hathaway Class B in 2025 Q4 according to their latest regulatory filings, with 525 funds opening new positions, 1,808 increasing their positions, 1,933 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more first-time investments, than exits

New positions opened: 525 | Existing positions closed: 131

48% more call options, than puts

Call options by funds: $12.3B | Put options by funds: $8.27B

7% more funds holding

Funds holding: 4,5764,877 (+301)

2.87% more ownership

Funds ownership: 63.48%66.35% (+2.9%)

4% more capital invested

Capital invested by funds: $440B → $458B (+$18.2B)

6% less repeat investments, than reductions

Existing positions increased: 1,808 | Existing positions reduced: 1,933

2% less funds holding in top 10

Funds holding in top 10: 657643 (-14)

Holders
4,877
Holders Change
+301
Holders Change %
+6.58%
% of All Funds
59.32%
Holding in Top 10
643
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-2.13%
% of All Funds
7.82%
New
525
Increased
1,808
Reduced
1,933
Closed
131
Calls
$12.3B
Puts
$8.27B
Net Calls
+$3.99B
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
4401
Urban Wealth Management
California
$328K +$324K +652 New
FWC
4402
First Washington Corp
Washington
$327K
PP
4403
PFS Partners
New Jersey
$327K +$23.4K +47 +8%
AFA
4404
Alpha Financial Advisors
North Carolina
$327K +$99K +199 +44%
PCM
4405
Pincus Capital Management
New York
$327K +$323K +650 New
PWP
4406
Phillips Wealth Planners
Mississippi
$327K +$16.9K +34 +5%
OCM
4407
Osbon Capital Management
Massachusetts
$325K +$321K +646 New
PDM
4408
Penn Davis McFarland
Texas
$324K
JSAM
4409
J. Safra Asset Management
New York
$323K +$320K +643 New
SFC
4410
Swisher Financial Concepts
Ohio
$323K -$995 -2 -0.3%
AC
4411
AWM Capital
Arizona
$323K +$18.9K +38 +6%
WWM
4412
Walser Wealth Management
Florida
$322K +$319K +641 New
CTC
4413
Corundum Trust Company
South Dakota
$321K -$10.4K -21 -3%
E3F
4414
Eight 31 Financial
Texas
$320K
NCM
4415
Narwhal Capital Management
Georgia
$320K
RIM
4416
Reliant Investment Management
Tennessee
$319K -$37.3K -75 -11%
MIM
4417
Montgomery Investment Management
Maryland
$319K
MWM
4418
Madrid Wealth Management
New Mexico
$318K +$315K +633 New
SWR
4419
Spahn Wealth & Retirement
Arizona
$317K -$1.99K -4 -0.6%
PCM
4420
Prelude Capital Management
New York
$317K +$313K +630 New
KRW
4421
Kaufman Rossin Wealth
Florida
$316K -$14.9K -30 -5%
BBWP
4422
Beacon Bridge Wealth Partners
Pennsylvania
$315K +$18.9K +38 +6%
CW
4423
Code Waechter
Florida
$314K
LWMNY
4424
Landmark Wealth Management (New York)
New York
$314K
CPA
4425
Compass Planning Associates
Massachusetts
$313K -$7.46K -15 -2%