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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
SBWIC
626
Schaper Benz & Wise Investment Counsel
Wisconsin
$32.2M
LOPW
627
Live Oak Private Wealth
North Carolina
$32.2M
LMIM
628
Lockheed Martin Investment Management
Maryland
$32.2M
SC
629
Sapient Capital
Indiana
$32.1M
BMCM
630
Bryn Mawr Capital Management
Pennsylvania
$32.1M
MWM
631
Modern Wealth Management
Kansas
$32.1M
SI
632
Stephens Inc
Arkansas
$31.9M
IAS
633
Insigneo Advisory Services
Florida
$31.9M
WIM
634
Waverton Investment Management
United Kingdom
$31.9M
PMG
635
ProVise Management Group
Florida
$31.7M
PP
636
Prospector Partners
Connecticut
$31.5M
FFM
637
Fisher Funds Management
New Zealand
$31.5M
CCB
638
Country Club Bank
Missouri
$31.5M
WF
639
WoodTrust Financial
Wisconsin
$31.5M
BCM
640
Becker Capital Management
Oregon
$31.4M
RIL
641
Rothschild Investment LLC
Illinois
$31.1M
FWCM
642
Ferguson Wellman Capital Management
Oregon
$31M
WANY
643
Wealthspire Advisors (New York)
New York
$31M
SC
644
Steginsky Capital
New York
$30.9M
A
645
Allianz
Germany
$30.9M
SRC
646
Shufro Rose & Co
New York
$30.6M
Envestnet Portfolio Solutions
647
Envestnet Portfolio Solutions
Illinois
$30.6M
ASN
648
Advisory Services Network
Georgia
$30.5M
AL
649
Aspiriant LLC
California
$30.5M
HIA
650
Harbor Investment Advisory
Maryland
$30.4M