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Berkshire Hathaway Class B

4,501 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, 1,714 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,501
Holders Change
+7
Holders Change %
+0.16%
% of All Funds
60.32%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.51%
New
213
Increased
1,955
Reduced
1,714
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
826
Evergreen Capital Management
Washington
$20.3M +$670K +1,380 +3%
FA
827
Fiducient Advisors
Illinois
$20.2M +$345K +710 +2%
PCM
828
Presidio Capital Management
California
$20.2M +$279K +575 +1%
CIM
829
Coleford Investment Management
Canada
$20.1M -$132K -271 -0.6%
HCM
830
Hutner Capital Management
Vermont
$20.1M +$1.62M +3,335 +9%
BFP
831
Beacon Financial Planning
Massachusetts
$20M -$1.22M -2,515 -6%
APC
832
Asset Planning Corporation
Tennessee
$20M +$1.15M +2,374 +6%
EI
833
Ethic Inc
New York
$20M -$746K -1,537 -4%
NW
834
NewEdge Wealth
Pennsylvania
$19.9M +$980K +2,123 +5%
LFG
835
Larson Financial Group
Missouri
$19.9M +$2.58M +5,317 +15%
PHS
836
Pekin Hardy Strauss
Illinois
$19.9M -$1.99M -4,088 -9%
IWM
837
IHT Wealth Management
Illinois
$19.8M +$476K +979 +2%
EWM
838
Edge Wealth Management
New York
$19.8M -$282K -580 -1%
MSA
839
MUFG Securities Americas
New York
$19.7M +$3.98M +8,196 +25%
DAS
840
Dynamic Advisor Solutions
Arizona
$19.7M +$305K +628 +2%
NEWAS
841
N.E.W. Advisory Services
Wisconsin
$19.7M -$2.24M -4,610 -10%
SIM
842
Stratos Investment Management
Ohio
$19.7M +$2.43K +5 +0%
SSA
843
Schonfeld Strategic Advisors
New York
$19.6M -$47.2M -97,228 -71%
KCPG
844
Kavar Capital Partners Group
Kansas
$19.6M +$338K +726 +2%
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$19.6M +$69K +142 +0.4%
PA
846
PFG Advisors
Arizona
$19.6M +$2.23M +4,598 +13%
FMTC
847
Farmers & Merchants Trust Company
California
$19.5M +$1.97M +4,049 +11%
KJWM
848
Kiley Juergens Wealth Management
Washington
$19.5M -$129K -265 -0.7%
KFGK
849
Keystone Financial Group (Kentucky)
Kentucky
$19.3M +$2.69M +5,555 +16%
CCG
850
Cypress Capital Group
Florida
$19.2M +$1.75M +3,606 +10%