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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 219 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: 4,5064,536 (+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: 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
PAM
1351
Pegasus Asset Management
New York
$8.03M
SAG
1352
SageView Advisory Group
California
$8.02M
3IP
1353
3Chopt Investment Partners
Virginia
$7.98M
CIM
1354
CIM Investment Management
Pennsylvania
$7.96M
EIP
1355
Ellis Investment Partners
Pennsylvania
$7.94M
KC
1356
Knuff & Co
California
$7.94M
FGP
1357
Foyston, Gordon, & Payne
Ontario, Canada
$7.93M
KGC
1358
Kennon-Green & Company
Ohio
$7.93M
EPW
1359
Evergreen Private Wealth
Colorado
$7.92M
ACM
1360
Alpha Capital Management
Texas
$7.91M
CWM
1361
Connecticut Wealth Management
Connecticut
$7.9M
NSIM
1362
North Star Investment Management
Illinois
$7.9M
CM
1363
Cornerstone Management
Georgia
$7.88M
OMC
1364
Overbrook Management Corp
New York
$7.88M
BWP
1365
Balboa Wealth Partners
Arizona
$7.87M
KWA
1366
Kingswood Wealth Advisors
California
$7.83M
SNBOSD
1367
Security National Bank of So Dak
Iowa
$7.83M
PIM
1368
Penobscot Investment Management
Massachusetts
$7.81M
LAM
1369
Lummis Asset Management
Texas
$7.79M
EWA
1370
Evolution Wealth Advisors
Florida
$7.78M
QI
1371
Qtron Investments
Massachusetts
$7.77M
HT
1372
Heritage Trust
Oklahoma
$7.75M
SPG
1373
Strategic Planning Group
Utah
$7.75M
MAC
1374
Mason & Associates (California)
California
$7.74M
CAWM
1375
Capital Advisors Wealth Management
Washington
$7.73M