BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

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

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$3.38B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.22B
3
BlackRock
BlackRock
New York
+$954M
4
Goldman Sachs
Goldman Sachs
New York
+$440M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$364M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.41B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.19B
3
Barclays
Barclays
United Kingdom
-$550M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$475M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$450M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
1151
Excalibur Management
Massachusetts
$10.7M -$193K -398 -2%
PGAM
1152
Princeton Global Asset Management
New Jersey
$10.7M -$868K -1,787 -8%
TF
1153
Tompkins Financial
New York
$10.7M -$270K -555 -2%
CT
1154
Coastline Trust
Rhode Island
$10.6M +$531K +1,093 +5%
DIM
1155
Delta Investment Management
California
$10.6M -$597K -1,228 -5%
MA
1156
Montag & Associates
Georgia
$10.6M -$2.48M -5,101 -19%
MIM
1157
Moseley Investment Management
Florida
$10.6M +$126K +260 +1%
RCG
1158
Regatta Capital Group
California
$10.6M +$569K +1,172 +6%
SGCA
1159
Steel Grove Capital Advisors
Tennessee
$10.6M +$115K +236 +1%
TA
1160
Tiptree Advisors
New York
$10.5M -$1.14M -2,340 -10%
TC
1161
TAGStone Capital
North Carolina
$10.5M -$1.86K -4 -0%
WPP
1162
Whalerock Point Partners
Rhode Island
$10.5M +$99.6K +205 +1%
FPCP
1163
Fort Point Capital Partners
California
$10.4M +$683K +1,405 +7%
BFA
1164
Buttonwood Financial Advisors
Maryland
$10.4M -$302K -621 -3%
TWA
1165
TCI Wealth Advisors
Arizona
$10.4M +$697K +1,434 +7%
GWMR
1166
GC Wealth Management RIA
Massachusetts
$10.4M +$7.6M +15,643 +272%
FB
1167
Fulton Bank
Pennsylvania
$10.4M -$390K -802 -4%
BC
1168
Blackhill Capital
New Jersey
$10.3M – – –
CAC
1169
Certified Advisory Corp
Florida
$10.3M +$1.16M +2,395 +13%
ECP
1170
Epacria Capital Partners
Colorado
$10.3M – – –
AF
1171
Alerus Financial
North Dakota
$10.3M +$275K +566 +3%
QCM
1172
Qsemble Capital Management
New York
$10.3M +$10.3M +21,157 New
SC
1173
Syon Capital
California
$10.3M +$1.45M +2,984 +16%
MSFS
1174
Main Street Financial Solutions
Pennsylvania
$10.3M -$643K -1,323 -6%
FSG
1175
Financial Strategies Group
Michigan
$10.3M +$468K +984 +5%
45 46
47
48 49