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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
FCM
1526
Fortis Capital Management
Washington
$6.36M
CAM
1527
Costello Asset Management
Pennsylvania
$6.36M
AWM
1528
Angeles Wealth Management
California
$6.36M
TLP
1529
Trinity Legacy Partners
Texas
$6.34M
EWM
1530
Evergreen Wealth Management
Michigan
$6.33M
JMFC
1531
J.M. Forbes & Co
Massachusetts
$6.33M
ICM
1532
Intrepid Capital Management
Florida
$6.32M
SGI
1533
Summit Global Investments
Utah
$6.32M
TCOTS
1534
Trust Company of the South
North Carolina
$6.3M
NG
1535
Norden Group
Utah
$6.3M
SIAG
1536
Signet Investment Advisory Group
Rhode Island
$6.3M
DLCIG
1537
D.L. Carlson Investment Group
New Hampshire
$6.29M
BTWM
1538
Baker Tilly Wealth Management
Wisconsin
$6.29M
DI
1539
DAGCO Inc
Ohio
$6.28M
GIO
1540
Galilei Investment Office
United Kingdom
$6.28M
NSEDCP
1541
NJ State Employees Deferred Compensation Plan
New Jersey
$6.27M
XWM
1542
Xcel Wealth Management
Florida
$6.25M
GLA
1543
Good Life Advisors
Pennsylvania
$6.23M
RFP
1544
Root Financial Partners
California
$6.23M
TSMHT
1545
Thurston Springer Miller Herd & Titak
Indiana
$6.22M
PJSIMP
1546
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.22M
BBP
1547
Banco BTG Pactual
Brazil
$6.22M
AIMCA
1548
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.22M
SOS
1549
Silver Oak Securities
Tennessee
$6.21M
ME
1550
McIlrath & Eck
Washington
$6.21M