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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
CCAM
1001
Codex Capital Asset Management
Texas
$14.9M +$5.98M +12,025 +69%
VA
1002
VestGen Advisors
Illinois
$14.8M -$5.42M -10,895 -27%
CA
1003
Commerzbank Aktiengesellschaft
Germany
$14.8M +$591K +1,188 +4%
PFM
1004
Patton Fund Management
Texas
$14.8M +$473K +950 +3%
WW
1005
Waterfront Wealth
Kansas
$14.7M -$97.5K -196 -0.6%
B
1006
Bailard
California
$14.7M -$664K -1,334 -4%
AC
1007
Apella Capital
Connecticut
$14.7M +$696K +1,399 +5%
PP
1008
PDS Planning
Ohio
$14.6M +$476K +957 +3%
TG
1009
TCW Group
California
$14.6M +$14.4M +28,947 New
KJHP
1010
K.J. Harrison & Partners
Ontario, Canada
$14.5M
SIM
1011
Studio Investment Management
Illinois
$14.5M -$11.4K -23 -0.1%
ML
1012
MLP3 LLC
New Jersey
$14.4M +$14.3M +28,722 New
CA
1013
Cumberland Advisors
Florida
$14.4M +$313K +630 +2%
AWAG
1014
ARS Wealth Advisors Group
Florida
$14.4M +$1.13M +2,278 +9%
MIM
1015
Meixler Investment Management
Arizona
$14.3M +$141K +284 +1%
TCCM
1016
Timber Creek Capital Management
Massachusetts
$14.3M -$31.3K -63 -0.2%
FFWA
1017
FRG Family Wealth Advisors
Washington
$14.3M -$89.6K -180 -0.6%
CCM
1018
Canal Capital Management
Virginia
$14.3M +$160K +322 +1%
OKSA
1019
O'Keefe Stevens Advisory
New York
$14.3M +$164K +330 +1%
EPIME
1020
Evelyn Partners Investment Management (Europe)
$14.3M +$268K +539 +2%
KIA
1021
KCM Investment Advisors
California
$14.2M -$213K -429 -1%
Jacobs Levy Equity Management
1022
Jacobs Levy Equity Management
New Jersey
$14.2M -$1.42M -2,863 -9%
LA
1023
Lakeside Advisors
Washington
$14.2M -$608K -1,222 -4%
ERP
1024
Eldred Rock Partners
Texas
$14.2M -$1.71M -3,445 -11%
GFP
1025
Gryphon Financial Partners
Ohio
$14.1M +$329K +661 +2%