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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
SI
4576
SimpliFi Inc
California
SRL
4577
Scientech Research LLC
New Jersey
CFG
4578
Clayton Financial Group
Missouri
TCG
4579
Transcendent Capital Group
Oklahoma
EWA
4580
ERTS Wealth Advisors
Michigan
PH
4581
Pinnacle Holdings
Oklahoma
FOR
4582
Family Office Research
Maryland
OWA
4583
ORBA Wealth Advisors
Illinois
M1FG
4584
Mach-1 Financial Group
Arkansas
PWM
4585
Peterson Wealth Management
Nevada
FW
4586
Fidato Wealth
Ohio
GA
4587
Greenhaven Associates
New York
AIA
4588
Affinity Investment Advisors
California
NFA
4589
Northwest Financial Advisors
Virginia
WI
4590
WBI Investments
New Jersey
NJBEST
4591
New Jersey Better Educational Savings Trust
New Jersey
GCM
4592
Gunderson Capital Management
South Carolina
WMWM
4593
Whitaker-Myers Wealth Managers
Ohio
KCAM
4594
Kagan Cocozza Asset Management
New Jersey
JWBC
4595
John W. Brooker & Co
California
S
4596
SharpePoint
Arizona
KFG
4597
Kingdom Financial Group
Arizona
OWP
4598
Old Well Partners
North Carolina
FWS
4599
FinDec Wealth Services
California
SIAS
4600
Summit Investment Advisory Services
Minnesota