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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
BFA
1576
Bragg Financial Advisors
North Carolina
$5.97M
LWP
1577
LMG Wealth Partners
Louisiana
$5.97M
JWCA
1578
J.W. Coons Advisors
Ohio
$5.97M
SWA
1579
Sax Wealth Advisors
New Jersey
$5.94M
MC
1580
Martin & Co
Tennessee
$5.93M
V
1581
VeraBank
Texas
$5.93M
MFG
1582
MidWestOne Financial Group
Iowa
$5.92M
CP
1583
Clayton Partners
California
$5.92M
BFGL
1584
BIRCH FINANCIAL GROUP, LLC
New Hampshire
$5.92M
SAM
1585
Smartleaf Asset Management
Massachusetts
$5.92M
GAA
1586
Global Assets Advisory
Florida
$5.91M
RA
1587
Ransom Advisory
Rhode Island
$5.89M
TPWA
1588
TRUE Private Wealth Advisors
Oregon
$5.88M
CWAG
1589
Compton Wealth Advisory Group
Virginia
$5.87M
BCG
1590
Bravias Capital Group
New Jersey
$5.86M
WWA
1591
Wingate Wealth Advisors
Massachusetts
$5.84M
CPIA
1592
Cornell Pochily Investment Advisors
New York
$5.84M
SC
1593
Slow Capital
California
$5.82M
CAG
1594
Curtis Advisory Group
California
$5.82M
AA
1595
Advisory Alpha
Michigan
$5.81M
FAM
1596
Formidable Asset Management
Ohio
$5.81M
Fiera Capital (Canada)
1597
Fiera Capital (Canada)
Quebec, Canada
$5.8M
SF
1598
Symphony Financial
Texas
$5.79M
SFI
1599
Susquehanna Fundamental Investments
Pennsylvania
$5.79M
UHC
1600
Union Heritage Capital
Michigan
$5.79M