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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
CICC
1951
Capital Investment Counsel (Colorado)
Colorado
$3.93M
WCAMG
1952
Woodard & Company Asset Management Group
North Carolina
$3.93M
FWA
1953
Flagship Wealth Advisors
Massachusetts
$3.93M
KNW
1954
Kesler Norman & Wride
Utah
$3.91M
WOSD
1955
WFA of San Diego
California
$3.9M
LPAM
1956
Lodestar Private Asset Management
California
$3.9M
CFMC
1957
Curbstone Financial Management Corp
New Hampshire
$3.9M
AA
1958
Addison Advisors
Vermont
$3.9M
FLP
1959
Financial Life Planners
Arizona
$3.89M
RA
1960
Rise Advisors
New York
$3.88M
OL
1961
Optas LLC
Texas
$3.88M
AWM
1962
Aberdeen Wealth Management
Illinois
$3.87M
HFM
1963
Hartford Financial Management
Connecticut
$3.86M
CGA
1964
Crescent Grove Advisors
Illinois
$3.85M
LPT
1965
Legacy Private Trust
Wisconsin
$3.85M
CPA
1966
Cathy Pareto & Associates
Florida
$3.84M
RPGK
1967
Retirement Planning Group (Kansas)
Kansas
$3.84M
MFS
1968
Mattson Financial Services
Michigan
$3.84M
GJWM
1969
Gilliland Jeter Wealth Management
Arkansas
$3.83M
R
1970
Rebalance
California
$3.83M
CCA
1971
Cadent Capital Advisors
Oklahoma
$3.82M
NERM
1972
New England Research & Management
Illinois
$3.82M
BW
1973
BIP Wealth
Georgia
$3.81M
NJIM
1974
Nabity-Jensen Investment Management
Nebraska
$3.81M
MWM
1975
MGB Wealth Management
Texas
$3.8M