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Berkshire Hathaway Class B

4,500 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,955 increasing their positions, 1,713 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,500
Holders Change
+6
Holders Change %
+0.13%
% of All Funds
60.33%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.52%
New
213
Increased
1,955
Reduced
1,713
Closed
121
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
476
Integrated Wealth Concepts
Massachusetts
$48.6M +$6.7M +13,786 +16%
Walleye Trading
477
Walleye Trading
New York
$48.6M +$48.6M +100,007 New
MAM
478
Martingale Asset Management
Massachusetts
$48.2M -$1.27M -2,621 -3%
GAM
479
Gotham Asset Management
New York
$47.6M +$553K +1,139 +1%
MWM
480
Modera Wealth Management
New Jersey
$47.5M -$767K -1,578 -2%
BAM
481
Burgundy Asset Management
Ontario, Canada
$47.5M -$523K -1,077 -1%
CIG
482
Cullen Investment Group
Louisiana
$47.3M -$16K -33 -0%
AA
483
Ancora Advisors
Ohio
$47.3M -$1.27M -2,619 -3%
LSERS
484
Louisiana State Employees Retirement System
Louisiana
$47M -$874K -1,800 -2%
FRM
485
Foundation Resource Management
Arkansas
$46.9M -$581K -1,196 -1%
DC
486
Defender Capital
North Carolina
$46.8M -$413K -851 -0.9%
OCPWS
487
One Charles Private Wealth Services
Massachusetts
$46.6M +$2.6M +5,345 +6%
TPCM
488
Templeton & Phillips Capital Management
Tennessee
$46.6M
SAM
489
Securian Asset Management
Minnesota
$46.6M -$616K -1,268 -1%
LC
490
Lincoln Capital
Nebraska
$46.6M +$109K +225 +0.2%
CAM
491
Claret Asset Management
Quebec, Canada
$46.4M -$69.5K -143 -0.1%
ADEF
492
Adams Diversified Equity Fund
Maryland
$46.4M +$7.34M +15,100 +19%
EWA
493
Exencial Wealth Advisors
Oklahoma
$46.3M -$1.87M -3,859 -4%
BMO
494
Beck Mack & Oliver
New York
$46M +$1.51M +3,104 +3%
NB
495
Norinchukin Bank
Japan
$45.8M +$2.89M +5,947 +7%
ACG
496
Allen Capital Group
Nebraska
$45.7M -$2.93M -6,036 -6%
MGIA
497
Matthew Goff Investment Advisor
Texas
$45.5M -$712K -1,466 -2%
PTC
498
Philadelphia Trust Company
Pennsylvania
$45.5M -$23.8K -49 -0.1%
CCA
499
Cobblestone Capital Advisors
New York
$45.3M +$733K +1,508 +2%
SBH
500
Segall Bryant & Hamill
Illinois
$45.3M -$15.8M -32,587 -26%