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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
GWM
4526
Greenline Wealth Management
Florida
$274K +$271K +545 New
AFTS
4527
American Financial & Tax Strategies
New York
$274K
CW
4528
CrossGen Wealth
North Carolina
$274K +$271K +545 New
CA
4529
Centennial Advisors
Texas
$274K +$271K +545 New
VWM
4530
Vivid Wealth Management
Iowa
$273K -$8.96K -18 -3%
SIAS
4531
Summit Investment Advisory Services
Minnesota
$273K +$995 +2 +0.4%
ECM
4532
Ebert Capital Management
California
$272K +$282K +566 New
SWIG
4533
Strategic Wealth Investment Group
Kentucky
$272K -$356K -715 -57%
LPFG
4534
Landing Point Financial Group
Ohio
$272K -$16.4K -33 -6%
MAM
4535
McCarthy Asset Management
California
$271K -$34.3K -69 -11%
HPWM
4536
High Point Wealth Management
New Jersey
$271K +$269K +540 New
HHRDM
4537
H&H Retirement Design & Management
Nevada
$271K +$16.9K +34 +7%
DFP
4538
Donalies Financial Planning
District of Columbia
$270K +$267K +537 New
CCMW
4539
Cypress Capital Management (Wyoming)
Wyoming
$270K
SC
4540
Schubert & Co
Texas
$269K +$5.97K +12 +2%
FFG
4541
Foundry Financial Group
New Hampshire
$269K +$31.3K +63 +13%
PIA
4542
Pollock Investment Advisors
Michigan
$269K
PWA
4543
Portus Wealth Advisors
North Carolina
$268K -$5.97K -12 -2%
VWMG
4544
Virginia Wealth Management Group
Virginia
$268K
SIA
4545
Sit Investment Associates
Minnesota
$268K
DWM
4546
DKM Wealth Management
California
$266K -$7.46K -15 -3%
TAWM
4547
Three Arch Wealth Management
California
$266K +$263K +529 New
DF
4548
Downshift Financial
Colorado
$266K +$262K +527 New
ACMA
4549
Arbor Capital Management (Alaska)
Alaska
$265K -$109K -220 -29%
CWD
4550
Clarity Wealth Development
Oregon
$265K