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Berkshire Hathaway Class B

4,537 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, 1,727 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: 4,5064,537 (+31)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 924716 (-208)

Holders
4,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
716
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
PIM
1926
Pullen Investment Management
Florida
$4.05M
HAG
1927
HF Advisory Group
Maryland
$4.05M
OTL
1928
Oak Thistle LLC
New York
$4.04M
JC
1929
JB Capital
Connecticut
$4.04M
KCP
1930
Kera Capital Partners
California
$4.04M
EP
1931
EPIQ Partners
Minnesota
$4.03M
AWM
1932
Aviso Wealth Management
Washington
$4.03M
NF
1933
Nikulski Financial
Iowa
$4.03M
SC
1934
Sepio Capital
Utah
$4.01M
CAGAS
1935
Capital Advisory Group Advisory Services
Minnesota
$4M
EGA
1936
E&G Advisors
Texas
$3.99M
MPCL
1937
My Personal CFO LLC
Washington
$3.99M
FNFDCM
1938
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.99M
LIWM
1939
Long Island Wealth Management
New York
$3.99M
GEM
1940
Global Endowment Management
North Carolina
$3.98M
IA
1941
Insight Advisors
Pennsylvania
$3.98M
GSIAS
1942
Garden State Investment Advisory Services
New Jersey
$3.97M
WSC
1943
Wellington Shields & Co
New York
$3.96M
IC
1944
Iconiq Capital
California
$3.96M
DCA
1945
DSG Capital Advisors
Minnesota
$3.96M
FDS
1946
Freedom Day Solutions
Texas
$3.95M
WC
1947
Wynn Capital
Georgia
$3.95M
MFWP
1948
Mosaic Family Wealth Partners
Missouri
$3.95M
LAM
1949
Lewis Asset Management
California
$3.94M
CD
1950
Chapin Davis
Maryland
$3.94M