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Berkshire Hathaway Class B

4,554 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, 1,975 increasing their positions, 1,734 reducing their positions, and 123 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: 65.07%65.35% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.6B)

23% less funds holding in top 10

Funds holding in top 10: 925716 (-209)

Holders
4,554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
716
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
CFG
4601
Clayton Financial Group
Missouri
TCG
4602
Transcendent Capital Group
Oklahoma
EWA
4603
ERTS Wealth Advisors
Michigan
PH
4604
Pinnacle Holdings
Oklahoma
FOR
4605
Family Office Research
Maryland
OWA
4606
ORBA Wealth Advisors
Illinois
M1FG
4607
Mach-1 Financial Group
Arkansas
PWM
4608
Peterson Wealth Management
Nevada
FW
4609
Fidato Wealth
Ohio
GA
4610
Greenhaven Associates
New York
AIA
4611
Affinity Investment Advisors
California
NFA
4612
Northwest Financial Advisors
Virginia
WI
4613
WBI Investments
New Jersey
NJBEST
4614
New Jersey Better Educational Savings Trust
New Jersey
GCM
4615
Gunderson Capital Management
South Carolina
WMWM
4616
Whitaker-Myers Wealth Managers
Ohio
KCAM
4617
Kagan Cocozza Asset Management
New Jersey
JWBC
4618
John W. Brooker & Co
California
S
4619
SharpePoint
Arizona
KFG
4620
Kingdom Financial Group
Arizona
OWP
4621
Old Well Partners
North Carolina
FWS
4622
FinDec Wealth Services
California
EWM
4623
Elite Wealth Management
Washington
SGWM
4624
Sterling Group Wealth Management
California
WI
4625
WJ Interests
Texas