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Berkshire Hathaway Class B

4,501 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,955 increasing their positions, 1,714 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,501
Holders Change
+7
Holders Change %
+0.16%
% of All Funds
60.32%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.51%
New
213
Increased
1,955
Reduced
1,714
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1776
Advisors Asset Management
Colorado
$4.73M -$349K -719 -7%
DWM
1777
Drive Wealth Management
Utah
$4.73M -$3.49M -7,189 -42%
MCM
1778
Mengis Capital Management
Oregon
$4.73M +$29.1K +60 +0.6%
PRS
1779
Pinkerton Retirement Specialists
Idaho
$4.73M +$285K +587 +6%
GWCM
1780
Godshalk Welsh Capital Management
Pennsylvania
$4.73M -$160K -330 -3%
LF
1781
Lantz Financial
Illinois
$4.72M -$4.37K -9 -0.1%
FWA
1782
FSM Wealth Advisors
Ohio
$4.7M +$1.05M +2,191 +29%
SA
1783
SRH Advisors
Kansas
$4.7M
CA
1784
CoreCap Advisors
Michigan
$4.7M +$28.7K +59 +0.6%
DA
1785
Dover Advisors
Virginia
$4.67M -$690K -1,421 -13%
HAS
1786
HBW Advisory Services
California
$4.67M +$177K +365 +4%
TIA
1787
Tiemann Investment Advisors
California
$4.67M -$12.1K -25 -0.3%
AOWM
1788
Alpha Omega Wealth Management
Virginia
$4.66M -$32.1K -66 -0.7%
GCM
1789
Glynn Capital Management
California
$4.66M -$121K -250 -3%
TFG
1790
Taylor Financial Group
Virginia
$4.66M
AOI
1791
Auto-Owners Insurance
Michigan
$4.65M +$3.49M +7,190 +301%
WPWM
1792
Western Pacific Wealth Management
Illinois
$4.65M +$437K +900 +10%
BDL
1793
Bey-Douglas LLC
Georgia
$4.64M +$1.16M +2,389 +33%
RIA
1794
Regal Investment Advisors
Michigan
$4.64M -$26.7K -55 -0.6%
ICM
1795
IMS Capital Management
Oregon
$4.64M +$7.29K +15 +0.2%
RHDIC
1796
R.H. Dinel Investment Counsel
California
$4.64M
AF
1797
Advisornet Financial
Minnesota
$4.63M -$324K -666 -7%
AAS
1798
Annex Advisory Services
Wisconsin
$4.63M +$350K +720 +8%
PPWP
1799
Premier Path Wealth Partners
New Jersey
$4.63M +$282K +580 +6%
JWM
1800
Jackson Wealth Management
Florida
$4.62M -$46.6K -96 -1%