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Berkshire Hathaway Class B

4,556 hedge funds and large institutions have $426B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,977 increasing their positions, 1,734 reducing their positions, and 124 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 funds holding

Funds holding:

0.28% more ownership

Funds ownership: 65.14%65.43% (+0.28%)

8% less capital invested

Capital invested by funds: $464B → $426B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 927717 (-210)

Holders
4,556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
717
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
OCM
2001
Olstein Capital Management
New York
$3.69M
KCM
2002
Kathmere Capital Management
Pennsylvania
$3.69M
DHC
2003
Drum Hill Capital
Connecticut
$3.69M
Grantham, Mayo, Van Otterloo & Co (GMO)
2004
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.68M
FFB
2005
First Financial Bankshares
Texas
$3.68M
FCM
2006
Fieldview Capital Management
Michigan
$3.67M
WA
2007
Wealth Alliance
New York
$3.67M
HIC
2008
Holderness Investments Company
North Carolina
$3.67M
WA
2009
WealthTrust Axiom
Pennsylvania
$3.67M
OIS
2010
Okabena Investment Services
Minnesota
$3.66M
MFG
2011
Mendota Financial Group
Wisconsin
$3.66M
ACM
2012
Ashford Capital Management
Delaware
$3.66M
PP
2013
Patten & Patten
Tennessee
$3.65M
WW
2014
Westshore Wealth
California
$3.65M
BCM
2015
Bretton Capital Management
California
$3.64M
IIC
2016
Integrated Investment Consultants
Michigan
$3.64M
IWM
2017
Inlight Wealth Management
Georgia
$3.64M
TPW
2018
Turn8 Private Wealth
$3.63M
GFP
2019
Guardian Financial Partners
California
$3.62M
EWM
2020
Evermay Wealth Management
Virginia
$3.62M
CA
2021
Cortland Associates
Missouri
$3.62M
FFA
2022
Founders Financial Alliance
North Carolina
$3.59M
TCM
2023
Tufton Capital Management
Maryland
$3.59M
JWM
2024
Jupiter Wealth Management
Colorado
$3.59M
MA
2025
MCF Advisors
Kentucky
$3.59M