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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
WAM
1451
Wernau Asset Management
Massachusetts
$7.05M
AA
1452
Apriem Advisors
California
$7.04M
CCWM
1453
Correct Capital Wealth Management
Missouri
$7.03M
ATS
1454
Ashton Thomas Securities
New York
$7.02M
CA
1455
Carson Advisory
Georgia
$7.02M
SM
1456
Samjo Management
New York
$7.01M
IC
1457
Inkwell Capital
Florida
$7.01M
PG
1458
Patten Group
Tennessee
$6.99M
CMI
1459
Clare Market Investments
Texas
$6.99M
AF
1460
Apollon Financial
South Carolina
$6.98M
APP
1461
Avantax Planning Partners
Iowa
$6.97M
CWS
1462
Confluence Wealth Services
Pennsylvania
$6.97M
CW
1463
Channel Wealth
California
$6.95M
HCP
1464
Holt Capital Partners
Texas
$6.94M
SCG
1465
Sonata Capital Group
Washington
$6.94M
WDA
1466
Wendell David Associates
New Hampshire
$6.94M
FPWM
1467
FSB Premier Wealth Management
Iowa
$6.93M
OCBCO
1468
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.93M
CT
1469
Colonial Trust
South Carolina
$6.91M
LA
1470
LVW Advisors
New York
$6.9M
AF
1471
Aviso Financial
Ontario, Canada
$6.89M
CFGSD
1472
Compass Financial Group (South Dakota)
South Dakota
$6.88M
CIAS
1473
Capital Investment Advisory Services
North Carolina
$6.88M
CL
1474
CLG LLC
California
$6.84M
SEP
1475
Southland Equity Partners
Missouri
$6.83M