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Berkshire Hathaway Class B

4,876 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, 1,807 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: 4,5744,876 (+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)

7% less repeat investments, than reductions

Existing positions increased: 1,807 | Existing positions reduced: 1,933

2% less funds holding in top 10

Funds holding in top 10: 657643 (-14)

Holders
4,876
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
1,807
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
SHFA
4601
SS&H Financial Advisors
Michigan
$245K
CWRP
4602
Cassady Wealth & Retirement Planning
Nevada
$245K +$242K +487 New
FCC
4603
Flower City Capital
New York
$244K -$75.6K -152 -24%
TDWM
4604
Topel & Distasi Wealth Management
California
$244K
OFG
4605
Opulen Financial Group
Virginia
$244K +$14.4K +29 +6%
PFO
4606
Pioneer Family Office
Florida
$244K +$241K +485 New
CP
4607
Castleview Partners
Texas
$243K +$6.96K +14 +3%
DF
4608
Dedeker Financial
Minnesota
$243K +$241K +484 New
GL
4609
GHE LLC
Tennessee
$243K +$249K +500 New
TWD
4610
True Wealth Design
Ohio
$242K +$498 +1 +0.2%
BBL
4611
Beck Bode LLC
Massachusetts
$242K -$1.49K -3 -0.6%
MCWA
4612
Meadow Creek Wealth Advisors
Georgia
$242K +$995 +2 +0.4%
NDWM
4613
New Dimensions Wealth Management
Texas
$242K
TWM
4614
Troutman Wealth Management
Pennsylvania
$241K +$239K +480 New
OWM
4615
Orgel Wealth Management
Wisconsin
$240K
PP
4616
Pingora Partners
Wyoming
$240K
WPW
4617
Winthrop Partners - WNY
New York
$240K +$237K +477 New
FC
4618
Fulcrum Capital
Washington
$239K -$995 -2 -0.4%
MA
4619
MSA Advisors
California
$239K
SPI
4620
Santori & Peters Inc
Pennsylvania
$239K +$19.9K +40 +9%
PIS
4621
POM Investment Strategies
North Carolina
$239K +$29.9K +60 +14%
MIM
4622
Macroview Investment Management
Maryland
$238K +$235K +473 New
ZWA
4623
Zinnia Wealth Advisory
Florida
$238K +$235K +473 New
HNWA
4624
Henrickson Nauta Wealth Advisors
Michigan
$237K +$237K +476 New
IWP
4625
Innova Wealth Partners
Pennsylvania
$236K -$191K -383 -45%