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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
LIA
1676
LBMC Investment Advisors
Tennessee
$5.32M
CPCM
1677
Cardinal Point Capital Management
Ontario, Canada
$5.31M
PC
1678
Permanens Capital
New York
$5.3M
DFA
1679
Delta Financial Advisors
Louisiana
$5.3M
XSC
1680
X-Square Capital
Puerto Rico
$5.3M
Cohen & Steers
1681
Cohen & Steers
New York
$5.3M
JF
1682
JSF Financial
California
$5.29M
GAM
1683
Griffin Asset Management
New York
$5.29M
OC
1684
Oakworth Capital
Alabama
$5.29M
GCM
1685
Gallacher Capital Management
Colorado
$5.27M
HI
1686
Hoey Investments
Pennsylvania
$5.26M
CWS
1687
Cypress Wealth Services
California
$5.26M
MW
1688
MBL Wealth
North Carolina
$5.24M
FNBSF
1689
First National Bank Sioux Falls
South Dakota
$5.23M
WP
1690
WealthShield Partners
North Carolina
$5.23M
KA
1691
Klingman & Associates
New York
$5.22M
SACTSONJ
1692
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.22M
VIA
1693
Vickerman Investment Advisors
Washington
$5.22M
CWA
1694
Canvas Wealth Advisors
Kansas
$5.22M
NF
1695
NavPoint Financial
Minnesota
$5.21M
HW
1696
Hedeker Wealth
Illinois
$5.21M
SFFS
1697
Stonehage Fleming Financial Services
Jersey
$5.2M
ACM
1698
Allred Capital Management
Texas
$5.2M
WC
1699
Weil Company
California
$5.19M
MEG
1700
Millstone Evans Group
Colorado
$5.18M