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Berkshire Hathaway Class B

4,561 hedge funds and large institutions have $426B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 1,980 increasing their positions, 1,736 reducing their positions, and 124 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 funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.14%65.43% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $426B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 927717 (-210)

Holders
4,561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
717
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
PIS
4426
POM Investment Strategies
North Carolina
$203K
RWS
4427
Rochester Wealth Strategies
Michigan
$203K
FDW
4428
Fourth Dimension Wealth
Ohio
$202K
FC
4429
Fjell Capital
North Dakota
$201K
SC
4430
Schubert & Co
Texas
$200K
FPW
4431
Flagship Private Wealth
Massachusetts
$200K
TW
4432
Towerpoint Wealth
California
$200K
DCBT
4433
Dakota Community Bank & Trust
North Dakota
$197K
HHMI
4434
Howard Hughes Medical Institute
Maryland
$192K
WFA
4435
West Financial Advisors
Iowa
$188K
DF
4436
DecisionPoint Financial
Arizona
$187K
MWM
4437
MorganRosel Wealth Management
Colorado
$186K
MAFA
4438
MJT & Associates Financial Advisory
Minnesota
$185K
TWD
4439
True Wealth Design
Ohio
$183K
RTL
4440
Red Tortoise LLC
Georgia
$183K
AAG
4441
Accordant Advisory Group
Maryland
$182K
WW
4442
Winnow Wealth
Texas
$182K
KA
4443
Kozak & Associates
Colorado
$179K
CF
4444
Cantor Fitzgerald
New York
$178K
HHGA
4445
Halbert Hargrove Global Advisors
California
$177K
DWS
4446
Dynamic Wealth Strategies
California
$170K
MAWAG
4447
Mid-American Wealth Advisory Group
Missouri
$167K
Loomis, Sayles & Company
4448
Loomis, Sayles & Company
Massachusetts
$166K
MMCM
4449
Murphy & Mullick Capital Management
New York
$166K
AEPWM
4450
Atlantic Edge Private Wealth Management
Florida
$165K