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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
FM
1776
Family Management
New York
$4.8M
BSA
1777
Bull Street Advisors
Georgia
$4.8M
LIM
1778
Lathrop Investment Management
Arkansas
$4.79M
RMF
1779
Red Mountain Financial
Colorado
$4.79M
BFPW
1780
BOK Financial Private Wealth
Colorado
$4.79M
TI
1781
Trexquant Investment
Connecticut
$4.78M
HA
1782
Heartland Advisors
Wisconsin
$4.77M
HA
1783
Hofer & Associates
California
$4.77M
MA
1784
Modus Advisors
Minnesota
$4.76M
TTWM
1785
TCV Trust & Wealth Management
Virginia
$4.76M
GI
1786
GS Investments
Minnesota
$4.75M
CWA
1787
Crux Wealth Advisors
California
$4.74M
PMFA
1788
Plante Moran Financial Advisors
Michigan
$4.74M
AAM
1789
Advisors Asset Management
Colorado
$4.73M
DWM
1790
Drive Wealth Management
Utah
$4.73M
MCM
1791
Mengis Capital Management
Oregon
$4.73M
PRS
1792
Pinkerton Retirement Specialists
Idaho
$4.73M
GWCM
1793
Godshalk Welsh Capital Management
Pennsylvania
$4.73M
LF
1794
Lantz Financial
Illinois
$4.72M
SFWA
1795
Summit Financial Wealth Advisors
Louisiana
$4.71M
FWA
1796
FSM Wealth Advisors
Ohio
$4.7M
SA
1797
SRH Advisors
Kansas
$4.7M
CA
1798
CoreCap Advisors
Michigan
$4.7M
DA
1799
Dover Advisors
Virginia
$4.67M
HAS
1800
HBW Advisory Services
California
$4.67M