BRK.B icon

Berkshire Hathaway Class B

4,531 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, 1,723 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: 4,5024,531 (+29)

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
4,531
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
AP
1301
Americana Partners
Texas
$8.55M
OWIM
1302
Old West Investment Management
California
$8.54M
SMA
1303
Sage Mountain Advisors
Georgia
$8.53M
CCAM
1304
Codex Capital Asset Management
Texas
$8.51M
CCS
1305
Concentric Capital Strategies
Connecticut
$8.51M
AWE
1306
Avidian Wealth Enterprises
Texas
$8.47M
PWS
1307
Peterson Wealth Services
Utah
$8.46M
IG
1308
ING Group
Netherlands
$8.46M
BP
1309
BBR Partners
New York
$8.46M
FHC
1310
First Heartland Consultants
Missouri
$8.45M
MPAM
1311
Murphy Pohlad Asset Management
Minnesota
$8.44M
CGL
1312
Clarius Group LLC
Washington
$8.43M
TCM
1313
Traynor Capital Management
Pennsylvania
$8.42M
CI
1314
Cigna Investments
Connecticut
$8.42M
HNW
1315
High Note Wealth
Minnesota
$8.41M
MNBTD
1316
Moody National Bank Trust Division
Texas
$8.41M
FRA
1317
Frank Rimerman Advisors
California
$8.41M
BIG
1318
Brooklyn Investment Group
New York
$8.37M
MF
1319
Montis Financial
Massachusetts
$8.31M
WP
1320
Westmount Partners
California
$8.31M
TAP
1321
Tounjian Advisory Partners
Florida
$8.28M
VIA
1322
Victrix Investment Advisors
Florida
$8.27M
PM
1323
Phraction Management
Connecticut
$8.26M
Holocene Advisors
1324
Holocene Advisors
New York
$8.26M
ONB
1325
Old National Bancorp
Indiana
$8.25M