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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 526 funds opening new positions, 1,808 increasing their positions, 1,933 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 526 | 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: 4,5754,877 (+302)

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
+302
Holders Change %
+6.6%
% 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
526
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
HC
4551
Headland Capital
South Carolina
$264K -$20.4K -41 -7%
PD
4552
Planning Directions
Pennsylvania
$263K
AI
4553
Auour Investments
Massachusetts
$263K +$995 +2 +0.4%
CTA
4554
Clear Trail Advisors
Texas
$263K +$260K +523 New
KC
4555
Kinloch Capital
Virginia
$262K +$51.2K +103 +25%
DA
4556
Dillon & Associates
Michigan
$262K -$995 -2 -0.4%
MFG
4557
Mainsail Financial Group
Washington
$262K -$20.4K -41 -7%
VC
4558
Veery Capital
Delaware
$262K +$7.96K +16 +3%
TWM
4559
Tolleson Wealth Management
Texas
$261K -$130K -261 -33%
SFA
4560
Seneca Financial Advisors
New York
$260K -$24.9K -50 -9%
SIP
4561
Sellwood Investment Partners
Oregon
$260K
IPW
4562
Intergy Private Wealth
Colorado
$260K +$257K +517 New
CWA
4563
Carolina Wealth Advisors
South Carolina
$259K -$24.4K -49 -9%
MHB
4564
Midwest Heritage Bank
Iowa
$259K +$40.8K +82 +19%
VR
4565
Valued Retirements
Texas
$259K -$214K -430 -46%
AWM
4566
Altus Wealth Management
Kentucky
$258K
MWP
4567
Meredith Wealth Planning
Illinois
$257K -$25.4K -51 -9%
EP
4568
E6 Portfolios
Utah
$256K +$254K +510 New
BCFS
4569
Butensky & Cohen Financial Security
Florida
$256K
SA
4570
SoundView Advisors
Washington
$255K +$253K +508 New
VPP
4571
Vertex Planning Partners
Illinois
$254K -$168K -338 -40%
QCIG
4572
Quad-Cities Investment Group
Iowa
$254K -$5.47K -11 -2%
UBV
4573
United Bank (Virginia)
Virginia
$254K
CMBA
4574
C.M. Bidwell & Associates
Hawaii
$254K +$7.46K +15 +3%
WHCI
4575
W.H. Cornerstone Investments
Massachusetts
$254K +$995 +2 +0.4%