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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
AWAG
1451
ARS Wealth Advisors Group
Florida
$7.05M
WAM
1452
Wernau Asset Management
Massachusetts
$7.05M
AA
1453
Apriem Advisors
California
$7.04M
CCWM
1454
Correct Capital Wealth Management
Missouri
$7.03M
ATS
1455
Ashton Thomas Securities
New York
$7.02M
CA
1456
Carson Advisory
Georgia
$7.02M
SM
1457
Samjo Management
New York
$7.01M
IC
1458
Inkwell Capital
Florida
$7.01M
PG
1459
Patten Group
Tennessee
$6.99M
CMI
1460
Clare Market Investments
Texas
$6.99M
AF
1461
Apollon Financial
South Carolina
$6.98M
APP
1462
Avantax Planning Partners
Iowa
$6.97M
CWS
1463
Confluence Wealth Services
Pennsylvania
$6.97M
CW
1464
Channel Wealth
California
$6.95M
HCP
1465
Holt Capital Partners
Texas
$6.94M
SCG
1466
Sonata Capital Group
Washington
$6.94M
WDA
1467
Wendell David Associates
New Hampshire
$6.94M
FPWM
1468
FSB Premier Wealth Management
Iowa
$6.93M
OCBCO
1469
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.93M
CT
1470
Colonial Trust
South Carolina
$6.91M
LA
1471
LVW Advisors
New York
$6.9M
AF
1472
Aviso Financial
Ontario, Canada
$6.89M
CFGSD
1473
Compass Financial Group (South Dakota)
South Dakota
$6.88M
CIAS
1474
Capital Investment Advisory Services
North Carolina
$6.88M
CL
1475
CLG LLC
California
$6.84M