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Berkshire Hathaway Class B

4,536 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 1,967 increasing their positions, 1,726 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: 4,5054,536 (+31)

8% less capital invested

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

23% less funds holding in top 10

Funds holding in top 10: 924715 (-209)

Holders
4,536
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
715
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
LIA
1301
LS Investment Advisors
Michigan
$8.55M
AP
1302
Americana Partners
Texas
$8.55M
OWIM
1303
Old West Investment Management
California
$8.54M
SMA
1304
Sage Mountain Advisors
Georgia
$8.53M
CCAM
1305
Codex Capital Asset Management
Texas
$8.51M
CCS
1306
Concentric Capital Strategies
Connecticut
$8.51M
AWE
1307
Avidian Wealth Enterprises
Texas
$8.47M
PWS
1308
Peterson Wealth Services
Utah
$8.46M
IG
1309
ING Group
Netherlands
$8.46M
BP
1310
BBR Partners
New York
$8.46M
FHC
1311
First Heartland Consultants
Missouri
$8.45M
MPAM
1312
Murphy Pohlad Asset Management
Minnesota
$8.44M
CGL
1313
Clarius Group LLC
Washington
$8.43M
TCM
1314
Traynor Capital Management
Pennsylvania
$8.42M
CI
1315
Cigna Investments
Connecticut
$8.42M
HNW
1316
High Note Wealth
Minnesota
$8.41M
MNBTD
1317
Moody National Bank Trust Division
Texas
$8.41M
FRA
1318
Frank Rimerman Advisors
California
$8.41M
BIG
1319
Brooklyn Investment Group
New York
$8.37M
MF
1320
Montis Financial
Massachusetts
$8.31M
WP
1321
Westmount Partners
California
$8.31M
TAP
1322
Tounjian Advisory Partners
Florida
$8.28M
VIA
1323
Victrix Investment Advisors
Florida
$8.27M
PM
1324
Phraction Management
Connecticut
$8.26M
Holocene Advisors
1325
Holocene Advisors
New York
$8.26M