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Berkshire Hathaway Class B

4,501 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 213 funds opening new positions, 1,955 increasing their positions, 1,714 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,501
Holders Change
+7
Holders Change %
+0.16%
% of All Funds
60.32%
Holding in Top 10
710
Holding in Top 10 Change
-210
Holding in Top 10 Change %
-22.83%
% of All Funds
9.51%
New
213
Increased
1,955
Reduced
1,714
Closed
122
Calls
$9.26B
Puts
$6.95B
Net Calls
+$2.31B
Net Calls Change
-$1.5B
Name Holding Trade Value Shares
Change
Shares
Change %
OL
1951
Optas LLC
Texas
$3.88M -$328K -675 -8%
AWM
1952
Aberdeen Wealth Management
Illinois
$3.87M
HFM
1953
Hartford Financial Management
Connecticut
$3.86M -$178K -366 -4%
CGA
1954
Crescent Grove Advisors
Illinois
$3.85M -$75.3K -155 -2%
LPT
1955
Legacy Private Trust
Wisconsin
$3.85M -$13.1K -27 -0.3%
CPA
1956
Cathy Pareto & Associates
Florida
$3.84M +$263K +541 +7%
RPGK
1957
Retirement Planning Group (Kansas)
Kansas
$3.84M +$129K +266 +3%
MFS
1958
Mattson Financial Services
Michigan
$3.84M +$378K +779 +11%
GJWM
1959
Gilliland Jeter Wealth Management
Arkansas
$3.83M -$12.1K -25 -0.3%
R
1960
Rebalance
California
$3.83M -$13.6K -28 -0.4%
CCA
1961
Cadent Capital Advisors
Oklahoma
$3.82M +$72.9K +150 +2%
NERM
1962
New England Research & Management
Illinois
$3.82M +$12.1K +25 +0.3%
BW
1963
BIP Wealth
Georgia
$3.81M +$123K +253 +3%
NJIM
1964
Nabity-Jensen Investment Management
Nebraska
$3.81M +$24.3K +50 +0.6%
MWM
1965
MGB Wealth Management
Texas
$3.8M -$6.31K -13 -0.2%
WA1
1966
Wimmer Associates 1
California
$3.8M +$9.72K +20 +0.3%
GCM
1967
Genus Capital Management
British Columbia, Canada
$3.79M +$666K +1,370 +21%
WFI
1968
West Family Investments
California
$3.78M +$1.15M +2,365 +44%
ZIC
1969
ZWJ Investment Counsel
Georgia
$3.77M -$1.46K -3 -0%
FGC
1970
Financial Gravity Companies
Texas
$3.76M +$3.76M +7,732 New
SAW
1971
Signal Advisors Wealth
Michigan
$3.74M +$1.74M +3,587 +87%
RFN
1972
RDA Financial Network
Iowa
$3.73M +$1.24M +2,553 +50%
HP
1973
Hikari Power
Japan
$3.73M
DFG
1974
Dupree Financial Group
Kentucky
$3.73M -$198K -407 -5%
TLCM
1975
Twin Lakes Capital Management
California
$3.72M -$14.1K -29 -0.4%