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Berkshire Hathaway Class B

4,532 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, 1,724 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: 4,5024,532 (+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: 923714 (-209)

Holders
4,532
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
LFS
1701
Legacy Financial Strategies
Kansas
$5.17M
MWM
1702
MinichMacGregor Wealth Management
New York
$5.17M
SIMG
1703
Sonora Investment Management Group
Arizona
$5.16M
EFG
1704
Ethos Financial Group
Pennsylvania
$5.15M
DA
1705
Dash Acquisitions
California
$5.15M
AGP
1706
Autumn Glory Partners
Texas
$5.15M
Two Sigma Advisers
1707
Two Sigma Advisers
New York
$5.15M
DCM
1708
Dudley Capital Management
Virginia
$5.14M
RPC
1709
Rossmore Private Capital
Connecticut
$5.14M
CWMGO
1710
Capstone Wealth Management Group (Oregon)
Oregon
$5.14M
SI
1711
Symmetry Investments
Jersey
$5.14M
MGWM
1712
Marks Group Wealth Management
Minnesota
$5.14M
JWM
1713
JPL Wealth Management
Colorado
$5.13M
WFAG
1714
Wescott Financial Advisory Group
Pennsylvania
$5.12M
NRW
1715
Nova R Wealth
Kansas
$5.11M
CCG
1716
Ceeto Capital Group
Florida
$5.11M
AWA
1717
Artemis Wealth Advisors
New York
$5.1M
DAM
1718
Delta Asset Management
Tennessee
$5.09M
BW
1719
Basepoint Wealth
Iowa
$5.09M
IFWM
1720
Institute for Wealth Management
Colorado
$5.09M
SLWA
1721
San Luis Wealth Advisors
California
$5.08M
BIM
1722
Barton Investment Management
Pennsylvania
$5.08M
ITC
1723
Inspire Trust Company
Nevada
$5.08M
CAM
1724
Cidel Asset Management
Ontario, Canada
$5.07M
FWM
1725
Focused Wealth Management
New York
$5.07M