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Berkshire Hathaway Class B

4,532 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, 1,724 reducing their positions, and 122 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: 4,5024,532 (+30)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.8B)

23% less funds holding in top 10

Funds holding in top 10: 923714 (-209)

Holders
4,532
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
SFI
1101
Siemens Fonds Invest
Germany
$11.7M
BPWM
1102
BCS Private Wealth Management
New Jersey
$11.7M
MQWP
1103
Morey & Quinn Wealth Partners
Nebraska
$11.7M
PFGIA
1104
Patriot Financial Group Insurance Agency
Massachusetts
$11.7M
SWA
1105
Stratos Wealth Advisors
Ohio
$11.7M
RA
1106
RFG Advisory
Alabama
$11.7M
SWM
1107
SpringVest Wealth Management
Texas
$11.6M
WKWM
1108
Walter & Keenan Wealth Management
Indiana
$11.6M
HIC
1109
Hartline Investment Corp
Illinois
$11.6M
CCM
1110
Carmel Capital Management
California
$11.6M
EFG
1111
Embree Financial Group
Illinois
$11.6M
LA
1112
LexAurum Advisors
Kansas
$11.6M
BTI
1113
Blue Trust Inc
Georgia
$11.6M
IA
1114
IFG Advisory
Georgia
$11.5M
RBA
1115
Richard Bernstein Advisors
New York
$11.5M
WCM
1116
Wedge Capital Management
North Carolina
$11.5M
SAM
1117
Synergy Asset Management
Washington
$11.5M
DDC
1118
DF Dent & Co
Maryland
$11.5M
SFS
1119
Searcy Financial Services
Kansas
$11.4M
KFA
1120
Kelleher Financial Advisors
New York
$11.4M
JCM
1121
Janney Capital Management
Pennsylvania
$11.3M
ANTB
1122
AMG National Trust Bank
Colorado
$11.3M
AAM
1123
Auxier Asset Management
Oregon
$11.3M
EW
1124
Evoke Wealth
California
$11.3M
AAIM
1125
Asset Advisors Investment Management
Georgia
$11.3M