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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
SIS
1901
Sound Income Strategies
Florida
$4.15M
FIM
1902
FWL Investment Management
Texas
$4.14M
BDWCC
1903
B&D White Capital Company
Texas
$4.14M
VW
1904
Vance Wealth
California
$4.14M
GMFG
1905
Greater Midwest Financial Group
Minnesota
$4.14M
SFG
1906
Stonebridge Financial Group
Pennsylvania
$4.13M
CCA
1907
Childress Capital Advisors
Texas
$4.13M
CCA
1908
Clarity Capital Advisors
Florida
$4.11M
LG
1909
LaFleur & Godfrey
Michigan
$4.11M
RWM
1910
RKL Wealth Management
Pennsylvania
$4.11M
AMM
1911
American Money Management
California
$4.11M
NCM
1912
Next Capital Management
New York
$4.1M
SIC
1913
Sterling Investment Counsel
New York
$4.1M
SS
1914
Sunbelt Securities
Texas
$4.1M
FFA
1915
Florida Financial Advisors
Florida
$4.09M
EPAM
1916
Evelyn Partners Asset Management
$4.09M
OC
1917
Oarsman Capital
Wisconsin
$4.09M
CP
1918
Cumberland Partners
Ontario, Canada
$4.08M
DCM
1919
Dimension Capital Management
Florida
$4.07M
GPI
1920
General Partner Inc
Pennsylvania
$4.07M
SVCP
1921
Silicon Valley Capital Partners
California
$4.06M
WAM
1922
Weatherly Asset Management
California
$4.06M
BIAS
1923
Beacon Investment Advisory Services
New Jersey
$4.06M
LTAS
1924
Linden Thomas Advisory Services
North Carolina
$4.05M
PIM
1925
Pullen Investment Management
Florida
$4.05M