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Berkshire Hathaway Class B

4,533 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 219 funds opening new positions, 1,966 increasing their positions, 1,725 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 4,5034,533 (+30)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 923714 (-209)

Holders
4,533
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
714
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.26B
Puts
$6.95B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1101
Evanson Asset Management
California
$11.8M
SFI
1102
Siemens Fonds Invest
Germany
$11.7M
BPWM
1103
BCS Private Wealth Management
New Jersey
$11.7M
MQWP
1104
Morey & Quinn Wealth Partners
Nebraska
$11.7M
PFGIA
1105
Patriot Financial Group Insurance Agency
Massachusetts
$11.7M
SWA
1106
Stratos Wealth Advisors
Ohio
$11.7M
RA
1107
RFG Advisory
Alabama
$11.7M
SWM
1108
SpringVest Wealth Management
Texas
$11.6M
WKWM
1109
Walter & Keenan Wealth Management
Indiana
$11.6M
HIC
1110
Hartline Investment Corp
Illinois
$11.6M
CCM
1111
Carmel Capital Management
California
$11.6M
EFG
1112
Embree Financial Group
Illinois
$11.6M
LA
1113
LexAurum Advisors
Kansas
$11.6M
BTI
1114
Blue Trust Inc
Georgia
$11.6M
IA
1115
IFG Advisory
Georgia
$11.5M
RBA
1116
Richard Bernstein Advisors
New York
$11.5M
WCM
1117
Wedge Capital Management
North Carolina
$11.5M
SAM
1118
Synergy Asset Management
Washington
$11.5M
DDC
1119
DF Dent & Co
Maryland
$11.5M
SFS
1120
Searcy Financial Services
Kansas
$11.4M
KFA
1121
Kelleher Financial Advisors
New York
$11.4M
JCM
1122
Janney Capital Management
Pennsylvania
$11.3M
ANTB
1123
AMG National Trust Bank
Colorado
$11.3M
AAM
1124
Auxier Asset Management
Oregon
$11.3M
EW
1125
Evoke Wealth
California
$11.3M