BRK.B icon

Berkshire Hathaway Class B

4,556 hedge funds and large institutions have $426B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,977 increasing their positions, 1,734 reducing their positions, and 124 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 funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.14%65.43% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $426B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 927717 (-210)

Holders
4,556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
717
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
WC
1701
Weil Company
California
$5.19M
MEG
1702
Millstone Evans Group
Colorado
$5.18M
AIA
1703
AIMZ Investment Advisors
California
$5.18M
LFS
1704
Legacy Financial Strategies
Kansas
$5.17M
MWM
1705
MinichMacGregor Wealth Management
New York
$5.17M
SIMG
1706
Sonora Investment Management Group
Arizona
$5.16M
EFG
1707
Ethos Financial Group
Pennsylvania
$5.15M
DA
1708
Dash Acquisitions
California
$5.15M
AGP
1709
Autumn Glory Partners
Texas
$5.15M
Two Sigma Advisers
1710
Two Sigma Advisers
New York
$5.15M
DCM
1711
Dudley Capital Management
Virginia
$5.14M
RPC
1712
Rossmore Private Capital
Connecticut
$5.14M
CWMGO
1713
Capstone Wealth Management Group (Oregon)
Oregon
$5.14M
SI
1714
Symmetry Investments
Jersey
$5.14M
MGWM
1715
Marks Group Wealth Management
Minnesota
$5.14M
JWM
1716
JPL Wealth Management
Colorado
$5.13M
WFAG
1717
Wescott Financial Advisory Group
Pennsylvania
$5.12M
NRW
1718
Nova R Wealth
Kansas
$5.11M
CCG
1719
Ceeto Capital Group
Florida
$5.11M
AWA
1720
Artemis Wealth Advisors
New York
$5.1M
DAM
1721
Delta Asset Management
Tennessee
$5.09M
BW
1722
Basepoint Wealth
Iowa
$5.09M
IFWM
1723
Institute for Wealth Management
Colorado
$5.09M
SLWA
1724
San Luis Wealth Advisors
California
$5.08M
BIM
1725
Barton Investment Management
Pennsylvania
$5.08M