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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
HAG
1926
HF Advisory Group
Maryland
$4.05M
OTL
1927
Oak Thistle LLC
New York
$4.04M
JC
1928
JB Capital
Connecticut
$4.04M
KCP
1929
Kera Capital Partners
California
$4.04M
EP
1930
EPIQ Partners
Minnesota
$4.03M
AWM
1931
Aviso Wealth Management
Washington
$4.03M
NF
1932
Nikulski Financial
Iowa
$4.03M
SC
1933
Sepio Capital
Utah
$4.01M
CAGAS
1934
Capital Advisory Group Advisory Services
Minnesota
$4M
EGA
1935
E&G Advisors
Texas
$3.99M
MPCL
1936
My Personal CFO LLC
Washington
$3.99M
FNFDCM
1937
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.99M
LIWM
1938
Long Island Wealth Management
New York
$3.99M
GEM
1939
Global Endowment Management
North Carolina
$3.98M
IA
1940
Insight Advisors
Pennsylvania
$3.98M
GSIAS
1941
Garden State Investment Advisory Services
New Jersey
$3.97M
WSC
1942
Wellington Shields & Co
New York
$3.96M
IC
1943
Iconiq Capital
California
$3.96M
DCA
1944
DSG Capital Advisors
Minnesota
$3.96M
FDS
1945
Freedom Day Solutions
Texas
$3.95M
WC
1946
Wynn Capital
Georgia
$3.95M
MFWP
1947
Mosaic Family Wealth Partners
Missouri
$3.95M
LAM
1948
Lewis Asset Management
California
$3.94M
CD
1949
Chapin Davis
Maryland
$3.94M
SM
1950
Sciencast Management
New Jersey
$3.93M