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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
CAL
951
Capital Analysts LLC
Pennsylvania
$16.4M -$219K -441 -1%
WAP
952
Wealthcare Advisory Partners
Pennsylvania
$16.4M +$3.36M +6,762 +26%
PWW
953
Pettyjohn Wood & White
Virginia
$16.3M -$54.2K -109 -0.3%
VWA
954
Visionary Wealth Advisors
Illinois
$16.3M -$223K -449 -1%
PWAM
955
Private Wealth Asset Management
Iowa
$16.3M -$2.9M -5,820 -15%
BI
956
Beckerman Institutional
New Jersey
$16.2M +$319K +641 +2%
KLI
957
Kelman-Lazarov Inc
Tennessee
$16.2M +$267K +536 +2%
IPW
958
Inlet Private Wealth
Florida
$16.2M -$746K -1,500 -4%
PCM
959
Palisade Capital Management
New Jersey
$16.2M +$939K +1,888 +6%
BA
960
Bellwether Advisors
Nebraska
$16.2M +$16M +32,188 New
BHWM
961
Bar Harbor Wealth Management
New Hampshire
$16.1M -$648K -1,302 -4%
EB
962
Eastern Bank
Massachusetts
$16M +$1.23M +2,473 +8%
HW
963
Hancock Whitney
Mississippi
$16M +$188K +377 +1%
PP
964
Prudential plc
United Kingdom
$16M -$1.27M -2,558 -7%
JFGIW
965
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16M +$18.9K +38 +0.1%
EFG
966
Embree Financial Group
Illinois
$16M +$1.46M +2,943 +10%
ACS
967
Archford Capital Strategies
Illinois
$15.9M -$57.7K -116 -0.4%
LA
968
LFL Advisers
Illinois
$15.9M +$429K +863 +3%
FVWA
969
Foster Victor Wealth Advisors
South Carolina
$15.9M +$299K +601 +2%
FMTC
970
Farmers & Merchants Trust Company
California
$15.9M -$1.99M -3,999 -11%
AWA
971
Aaron Wealth Advisors
Illinois
$15.9M +$1.97M +3,953 +14%
CTI
972
Community Trust & Investment
Kentucky
$15.8M -$5.32M -10,688 -25%
WCM
973
WealthBridge Capital Management
Ohio
$15.8M -$432K -869 -3%
BCFD
974
Boit C.F. David
$15.8M
AIM
975
AMI Investment Management
Indiana
$15.7M +$174K +349 +1%