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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 %
IIC
2001
Integrated Investment Consultants
Michigan
$3.64M +$219K +450 +6%
IWM
2002
Inlight Wealth Management
Georgia
$3.64M -$2.65M -5,446 -42%
TPW
2003
Turn8 Private Wealth
$3.63M +$94.3K +198 +3%
GFP
2004
Guardian Financial Partners
California
$3.62M +$69.5K +143 +2%
EWM
2005
Evermay Wealth Management
Virginia
$3.62M +$1.94K +4 +0.1%
CA
2006
Cortland Associates
Missouri
$3.62M -$2.92K -6 -0.1%
FFA
2007
Founders Financial Alliance
North Carolina
$3.59M +$163K +336 +5%
TCM
2008
Tufton Capital Management
Maryland
$3.59M
JWM
2009
Jupiter Wealth Management
Colorado
$3.59M -$3.82K -8 -0.1%
MA
2010
MCF Advisors
Kentucky
$3.59M +$53.4K +110 +2%
TCWM
2011
Total Clarity Wealth Management
Illinois
$3.58M +$116K +239 +3%
DW30
2012
Drucker Wealth 3.0
New Jersey
$3.57M -$502K -1,048 -12%
RBI
2013
Raiffeisen Bank International
Austria
$3.57M -$478K -984 -12%
GAG
2014
GM Advisory Group
New York
$3.56M +$765K +1,575 +27%
SWM
2015
Shepherd Wealth Management
Ohio
$3.56M -$1.86M -4,007 -34%
SAF
2016
Smith Anglin Financial
Texas
$3.56M -$19.4K -40 -0.5%
WFS
2017
Walker Financial Services
Kentucky
$3.56M +$106K +218 +3%
FCA
2018
FLC Capital Advisors
California
$3.56M +$126K +260 +4%
BWP
2019
Barlow Wealth Partners
Kentucky
$3.54M +$125K +260 +4%
S
2020
SimplyRich
California
$3.54M
TFA
2021
Teamwork Financial Advisors
Texas
$3.53M -$15.8M -32,456 -82%
MCM
2022
Magnolia Capital Management
New York
$3.53M +$7.29K +15 +0.2%
WCP
2023
Wealthcare Capital Partners
Pennsylvania
$3.52M +$54.9K +113 +2%
GC
2024
Gibson Capital
Pennsylvania
$3.52M -$360K -741 -9%
AA
2025
ALPS Advisors
Colorado
$3.52M -$177K -365 -5%