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Berkshire Hathaway Class B

4,875 hedge funds and large institutions have $458B invested in Berkshire Hathaway Class B in 2025 Q4 according to their latest regulatory filings, with 525 funds opening new positions, 1,807 increasing their positions, 1,933 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more first-time investments, than exits

New positions opened: 525 | 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: 4,5744,875 (+301)

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
4,875
Holders Change
+301
Holders Change %
+6.58%
% of All Funds
59.31%
Holding in Top 10
643
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-2.13%
% of All Funds
7.82%
New
525
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
BCM
4651
BluePath Capital Management
Georgia
$227K +$225K +452 New
BW
4652
BostonPremier Wealth
Massachusetts
$227K
KCIC
4653
Kuhn & Co Investment Counsel
Illinois
$226K +$17.9K +36 +9%
CP
4654
Cumberland Partners
Ontario, Canada
$226K +$224K +450 New
I
4655
InvesTrust
Oklahoma
$226K -$7.46K -15 -3%
SICM
4656
Sustainable Insight Capital Management
New York
$226K -$74.6K -150 -25%
TFA
4657
TPG Financial Advisors
Oregon
$226K +$16.4K +33 +8%
PCM
4658
Prospera Capital Management
Arizona
$226K +$22.4K +45 +11%
LWA
4659
LifeGoal Wealth Advisors
New York
$225K -$27.4K -55 -11%
AP
4660
Advisortrust Partners
North Carolina
$224K +$222K +446 New
LFA
4661
LifeGuide Financial Advisors
Pennsylvania
$224K -$38.3K -77 -15%
CLP
4662
Charis Legacy Partners
Texas
$223K -$42.8K -86 -16%
SFB
4663
STAR Financial Bank
Indiana
$222K -$16.9K -34 -7%
JWM
4664
Jeppson Wealth Management
California
$222K
BWM
4665
Briggs Wealth Management
Connecticut
$221K +$219K +440 New
AAS
4666
AdviceOne Advisory Services
Connecticut
$221K +$218K +439 New
DCBT
4667
Dakota Community Bank & Trust
North Dakota
$220K
OS
4668
Objectivity Squared
South Carolina
$220K
SI
4669
Stirlingshire Investments
New York
$220K +$218K +438 New
ACM
4670
Accent Capital Management
Ohio
$220K
MWM
4671
Melfa Wealth Management
Massachusetts
$219K +$6.96K +14 +3%
MUMSS
4672
Mitsubishi UFJ Morgan Stanley Securities
Japan
$219K +$217K +436 New
CC
4673
Cultivar Capital
Texas
$219K +$216K +435 New
SWP
4674
Summit Wealth Partners
Florida
$218K
NIWA
4675
New Insight Wealth Advisors
California
$218K +$215K +433 New