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Berkshire Hathaway Class B

4,501 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,955 increasing their positions, 1,714 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,501
Holders Change
+7
Holders Change %
+0.16%
% of All Funds
60.32%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.51%
New
213
Increased
1,955
Reduced
1,714
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
MQWP
1101
Morey & Quinn Wealth Partners
Nebraska
$11.7M -$191K -393 -2%
PFGIA
1102
Patriot Financial Group Insurance Agency
Massachusetts
$11.7M +$1.83M +3,761 +19%
SWA
1103
Stratos Wealth Advisors
Ohio
$11.7M -$518K -1,066 -4%
RA
1104
RFG Advisory
Alabama
$11.7M +$71.4K +147 +0.6%
SWM
1105
SpringVest Wealth Management
Texas
$11.6M -$214K -440 -2%
WKWM
1106
Walter & Keenan Wealth Management
Indiana
$11.6M +$309K +636 +3%
HIC
1107
Hartline Investment Corp
Illinois
$11.6M +$1.26M +2,600 +12%
CCM
1108
Carmel Capital Management
California
$11.6M -$69K -142 -0.6%
EFG
1109
Embree Financial Group
Illinois
$11.6M +$1.4M +2,884 +14%
LA
1110
LexAurum Advisors
Kansas
$11.6M -$256K -526 -2%
BTI
1111
Blue Trust Inc
Georgia
$11.6M -$563K -1,158 -5%
IA
1112
IFG Advisory
Georgia
$11.5M -$191K -393 -2%
RBA
1113
Richard Bernstein Advisors
New York
$11.5M -$1.54M -3,160 -12%
WCM
1114
Wedge Capital Management
North Carolina
$11.5M -$827K -1,702 -7%
SAM
1115
Synergy Asset Management
Washington
$11.5M -$336K -692 -3%
DDC
1116
DF Dent & Co
Maryland
$11.5M -$233K -479 -2%
SFS
1117
Searcy Financial Services
Kansas
$11.4M -$332K -683 -3%
KFA
1118
Kelleher Financial Advisors
New York
$11.4M -$761K -1,567 -6%
JCM
1119
Janney Capital Management
Pennsylvania
$11.3M +$2.87M +5,918 +34%
ANTB
1120
AMG National Trust Bank
Colorado
$11.3M +$83.6K +172 +0.7%
AAM
1121
Auxier Asset Management
Oregon
$11.3M -$520K -1,070 -4%
EW
1122
Evoke Wealth
California
$11.3M +$1.6M +3,285 +16%
AAIM
1123
Asset Advisors Investment Management
Georgia
$11.3M
AAG
1124
Armstrong Advisory Group
Massachusetts
$11.3M +$522K +1,075 +5%
LSWM
1125
Lorne Steinberg Wealth Management
Canada
$11.2M -$77.7K -160 -0.7%