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