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Berkshire Hathaway Class B

4,552 hedge funds and large institutions have $439B invested in Berkshire Hathaway Class B in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,860 increasing their positions, 1,825 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,552
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
654
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2B
Puts
$8.23B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1901
Next Capital Management
New York
$4.25M
LAM
1902
Lewis Asset Management
California
$4.24M
OFA
1903
Oak Family Advisors
Illinois
$4.24M
CAGAS
1904
Capital Advisory Group Advisory Services
Minnesota
$4.23M
FI
1905
Finivi Inc
Massachusetts
$4.23M
AG
1906
AmeriFlex Group
Nevada
$4.22M
JF
1907
JSF Financial
California
$4.21M
SHWM
1908
Smith & Howard Wealth Management
Georgia
$4.21M
PPWM
1909
Paragon Private Wealth Management
Kentucky
$4.21M
CIM
1910
CIM Investment Management
Pennsylvania
$4.2M
GPI
1911
General Partner Inc
Pennsylvania
$4.2M
LFA
1912
Laraway Financial Advisors
Minnesota
$4.2M
EGA
1913
E&G Advisors
Texas
$4.19M
PIM
1914
Pullen Investment Management
Florida
$4.19M
RWM
1915
RKL Wealth Management
Pennsylvania
$4.19M
OCM
1916
Orser Capital Management
Texas
$4.17M
GEM
1917
Global Endowment Management
North Carolina
$4.16M
NAM
1918
NTV Asset Management
West Virginia
$4.16M
DFG
1919
Dupree Financial Group
Kentucky
$4.16M
LIWM
1920
Long Island Wealth Management
New York
$4.15M
TC
1921
TownSquare Capital
Utah
$4.14M
LG
1922
LaFleur & Godfrey
Michigan
$4.14M
CFMC
1923
Curbstone Financial Management Corp
New Hampshire
$4.14M
BDWCC
1924
B&D White Capital Company
Texas
$4.13M
PWM
1925
Palumbo Wealth Management
New York
$4.13M