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Berkshire Hathaway Class B

4,532 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 219 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: 4,5024,532 (+30)

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
4,532
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
FWS
4601
FinDec Wealth Services
California
EWM
4602
Elite Wealth Management
Washington
SGWM
4603
Sterling Group Wealth Management
California
WI
4604
WJ Interests
Texas
GSC
4605
Ground Swell Capital
South Carolina
BGIM
4606
Brandywine Global Investment Management
Pennsylvania
PCWA
4607
Pacific Capital Wealth Advisors
California
LWA
4608
LifeGoal Wealth Advisors
New York
LPP
4609
Life Planning Partners
Florida
KAM
4610
Kraft Asset Management
Tennessee
HA
4611
HC Advisors
Georgia
FP
4612
Fiduciary Planning
Florida
SPWG
4613
Sage Private Wealth Group
Illinois
MM
4614
Meridian Management
Arkansas
NA
4615
Novus Advisors
South Carolina
LFS
4616
Littlejohn Financial Services
Oregon
PAWA
4617
Palo Alto Wealth Advisors
California
RWA
4618
Roberts Wealth Advisors
California
VRM
4619
Vectors Research Management
New York
PCMF
4620
Private Capital Management (Florida)
Florida
AFO
4621
Aurelius Family Office
New Hampshire
CCM
4622
Cambridge Capital Management
Illinois
PG
4623
Prostatis Group
Maryland
HFA
4624
High Falls Advisors
New York
TFA
4625
TPG Financial Advisors
Oregon