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Berkshire Hathaway Class B

4,556 hedge funds and large institutions have $426B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,977 increasing their positions, 1,734 reducing their positions, and 124 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 funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.14%65.43% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $426B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 927717 (-210)

Holders
4,556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
717
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
BFO
1451
Biltmore Family Office
North Carolina
$7.07M
AWAG
1452
ARS Wealth Advisors Group
Florida
$7.05M
WAM
1453
Wernau Asset Management
Massachusetts
$7.05M
AA
1454
Apriem Advisors
California
$7.04M
CCWM
1455
Correct Capital Wealth Management
Missouri
$7.03M
ATS
1456
Ashton Thomas Securities
New York
$7.02M
CA
1457
Carson Advisory
Georgia
$7.02M
SM
1458
Samjo Management
New York
$7.01M
IC
1459
Inkwell Capital
Florida
$7.01M
PG
1460
Patten Group
Tennessee
$6.99M
CMI
1461
Clare Market Investments
Texas
$6.99M
AF
1462
Apollon Financial
South Carolina
$6.98M
APP
1463
Avantax Planning Partners
Iowa
$6.97M
CWS
1464
Confluence Wealth Services
Pennsylvania
$6.97M
CW
1465
Channel Wealth
California
$6.95M
HCP
1466
Holt Capital Partners
Texas
$6.94M
SCG
1467
Sonata Capital Group
Washington
$6.94M
WDA
1468
Wendell David Associates
New Hampshire
$6.94M
FPWM
1469
FSB Premier Wealth Management
Iowa
$6.93M
OCBCO
1470
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.93M
CT
1471
Colonial Trust
South Carolina
$6.91M
LA
1472
LVW Advisors
New York
$6.9M
AF
1473
Aviso Financial
Ontario, Canada
$6.89M
CFGSD
1474
Compass Financial Group (South Dakota)
South Dakota
$6.88M
CIAS
1475
Capital Investment Advisory Services
North Carolina
$6.88M