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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
SAI
901
Savvy Advisors Inc
New York
$18.7M +$6.95M +13,962 +60%
CW
902
CreativeOne Wealth
Kansas
$18.6M +$193K +388 +1%
FNBT
903
FineMark National Bank & Trust
Florida
$18.5M +$753K +1,514 +4%
SW
904
SlateStone Wealth
Florida
$18.4M +$670K +1,347 +4%
PF
905
Phoenix Financial
Israel
$18.4M -$1.04M -2,087 -5%
PAI
906
Pittenger & Anderson Inc
Nebraska
$18.4M +$195K +391 +1%
WPC
907
Wedmont Private Capital
Pennsylvania
$18.3M -$1.6M -3,209 -8%
LFAS
908
Level Four Advisory Services
Texas
$18.2M -$80.6K -162 -0.4%
DAS
909
Dynamic Advisor Solutions
Arizona
$18.2M -$1.26M -2,524 -7%
CIA
910
CCM Investment Advisers
South Carolina
$18.2M +$1.01M +2,039 +6%
KAS
911
Kemnay Advisory Services
New York
$18.1M +$195K +392 +1%
AIM
912
Anchor Investment Management
South Carolina
$18.1M -$888K -1,785 -5%
PAG
913
Private Advisory Group
Washington
$18M +$873K +1,755 +5%
GIA
914
Gladstone Institutional Advisory
Florida
$18M +$391K +785 +2%
MIH
915
Meitav Investment House
Israel
$18M -$8.59M -17,257 -33%
GVAG
916
Great Valley Advisor Group
Delaware
$17.8M +$100K +201 +0.6%
RP
917
Rice Partnership
Hawaii
$17.7M -$1.54M -3,088 -8%
MWM
918
Moran Wealth Management
Florida
$17.6M -$203K -409 -1%
AL
919
Arnhold LLC
New York
$17.6M
RMA
920
Roffman Miller Associates
Pennsylvania
$17.5M +$3.25M +6,526 +23%
OPCM
921
Osborne Partners Capital Management
California
$17.5M -$286K -574 -2%
BCM
922
Brookstone Capital Management
Illinois
$17.5M +$507K +1,019 +3%
XF
923
XML Financial
Maryland
$17.4M -$1.45M -2,909 -8%
FCBT
924
First Citizens Bank & Trust
North Carolina
$17.4M -$10.2M -20,505 -37%
CFA
925
Cahill Financial Advisors
Minnesota
$17.4M -$907K -1,823 -5%