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Berkshire Hathaway Class B

4,878 hedge funds and large institutions have $458B invested in Berkshire Hathaway Class B in 2025 Q4 according to their latest regulatory filings, with 526 funds opening new positions, 1,808 increasing their positions, 1,933 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 526 | 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: 4,5764,878 (+302)

2.87% more ownership

Funds ownership: 63.48%66.35% (+2.9%)

4% more capital invested

Capital invested by funds: $440B → $458B (+$18.2B)

6% less repeat investments, than reductions

Existing positions increased: 1,808 | Existing positions reduced: 1,933

2% less funds holding in top 10

Funds holding in top 10: 657643 (-14)

Holders
4,878
Holders Change
+302
Holders Change %
+6.6%
% of All Funds
59.32%
Holding in Top 10
643
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-2.13%
% of All Funds
7.82%
New
526
Increased
1,808
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
FSA
851
Financial Security Advisor
Virginia
$20.6M -$656K -1,319 -3%
EI
852
EFG International
$20.5M +$20.3M +40,705 New
EWM
853
Edge Wealth Management
New York
$20.4M -$75.1K -151 -0.4%
PHS
854
Pekin Hardy Strauss
Illinois
$20.4M +$713K +1,433 +4%
SCA
855
Sandy Cove Advisors
Massachusetts
$20.3M +$7.15M +14,369 +55%
CIM
856
Coleford Investment Management
Canada
$20.3M -$436K -877 -2%
CCG
857
Cypress Capital Group
Florida
$20.3M +$259K +521 +1%
AC
858
Aldebaran Capital
Indiana
$20.2M -$853K -1,714 -4%
KCPG
859
Kavar Capital Partners Group
Kansas
$20.1M -$184K -369 -0.9%
GWMR
860
GC Wealth Management RIA
Massachusetts
$20.1M -$10M -20,157 -33%
AWM
861
Axxcess Wealth Management
California
$20.1M +$1.73M +3,487 +10%
NCM
862
Nearwater Capital Markets
Ireland
$20.1M -$72M -144,800 -78%
NEWAS
863
N.E.W. Advisory Services
Wisconsin
$20.1M -$51.7K -104 -0.3%
AIM
864
Avity Investment Management
Connecticut
$20M -$1.75M -3,520 -8%
LS
865
Livforsakringsbolaget Skandia
Sweden
$20M -$296K -594 -1%
BWP
866
Barlow Wealth Partners
Kentucky
$20M +$377K +757 +2%
PWMAG
867
Pinnacle Wealth Management Advisory Group
New Jersey
$20M +$7.46K +15 +0%
KJWM
868
Kiley Juergens Wealth Management
Washington
$19.9M -$31.8K -64 -0.2%
SFG
869
SageGuard Financial Group
Tennessee
$19.8M +$19.6M +39,413 New
VVP
870
Venture Visionary Partners
Ohio
$19.8M -$498 -1 -0%
HTC
871
Haverford Trust Company
Pennsylvania
$19.8M -$423K -851 -2%
AG
872
Ascent Group
Virginia
$19.7M +$734K +1,476 +4%
TWM
873
TLW Wealth Management
Florida
$19.7M -$1.06M -2,129 -5%
KWM
874
Koa Wealth Management
California
$19.5M -$36.3K -73 -0.2%
PCG
875
Prosperity Consulting Group
Maryland
$19.5M -$23.4K -47 -0.1%