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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
DWM
1476
Diversify Wealth Management
Utah
$6.83M
CWP
1477
Core Wealth Partners
California
$6.83M
CFFP
1478
Center for Financial Planning
Michigan
$6.82M
HFS
1479
Howard Financial Services
Texas
$6.8M
ACM
1480
AKRE Capital Management
Virginia
$6.79M
WA
1481
Waddell & Associates
Tennessee
$6.75M
RC
1482
Rahlfs Capital
Texas
$6.72M
CSB
1483
City State Bank
Iowa
$6.72M
1SB
1484
1ST Source Bank
Indiana
$6.72M
ACIM
1485
Azimuth Capital Investment Management
Michigan
$6.7M
PCM
1486
Pointe Capital Management
Michigan
$6.7M
OFS
1487
Oldfather Financial Services
Nebraska
$6.7M
AAIS
1488
ABN AMRO Investment Solutions
$6.7M
PTC
1489
Private Trust Company
Ohio
$6.69M
CFO
1490
CVA Family Office
Colorado
$6.69M
KP
1491
Keel Point
Alabama
$6.69M
GSEP
1492
Golden State Equity Partners
California
$6.69M
TPA
1493
Trivium Point Advisory
Connecticut
$6.68M
CFG
1494
Chapman Financial Group
Hawaii
$6.63M
TBA
1495
Tower Bridge Advisors
Pennsylvania
$6.62M
4WM
1496
4J Wealth Management
Virginia
$6.62M
SIA
1497
Soltis Investment Advisors
Utah
$6.61M
CFM
1498
Capricorn Fund Managers
United Kingdom
$6.6M
MWM
1499
MOKAN Wealth Management
Kansas
$6.59M
QCMNJ
1500
Quantum Capital Management (New Jersey)
New Jersey
$6.59M