BRK.B icon

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
TFA
826
Trinity Financial Advisors
Ohio
$20.4M
HBWM
827
Hollow Brook Wealth Management
New York
$20.3M
ECM
828
Evergreen Capital Management
Washington
$20.3M
FA
829
Fiducient Advisors
Illinois
$20.2M
PCM
830
Presidio Capital Management
California
$20.2M
CIM
831
Coleford Investment Management
Canada
$20.1M
HCM
832
Hutner Capital Management
Vermont
$20.1M
BFP
833
Beacon Financial Planning
Massachusetts
$20M
APC
834
Asset Planning Corporation
Tennessee
$20M
EI
835
Ethic Inc
New York
$20M
NW
836
NewEdge Wealth
Pennsylvania
$19.9M
LFG
837
Larson Financial Group
Missouri
$19.9M
PHS
838
Pekin Hardy Strauss
Illinois
$19.9M
IWM
839
IHT Wealth Management
Illinois
$19.8M
EWM
840
Edge Wealth Management
New York
$19.8M
MSA
841
MUFG Securities Americas
New York
$19.7M
DAS
842
Dynamic Advisor Solutions
Arizona
$19.7M
NEWAS
843
N.E.W. Advisory Services
Wisconsin
$19.7M
SIM
844
Stratos Investment Management
Ohio
$19.7M
SSA
845
Schonfeld Strategic Advisors
New York
$19.6M
KCPG
846
Kavar Capital Partners Group
Kansas
$19.6M
PWMAG
847
Pinnacle Wealth Management Advisory Group
New Jersey
$19.6M
PA
848
PFG Advisors
Arizona
$19.6M
FMTC
849
Farmers & Merchants Trust Company
California
$19.5M
KJWM
850
Kiley Juergens Wealth Management
Washington
$19.5M