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Berkshire Hathaway Class B

4,552 hedge funds and large institutions have $439B invested in Berkshire Hathaway Class B in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,860 increasing their positions, 1,825 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,552
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
654
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2B
Puts
$8.23B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2001
Advyzon Investment Management
Illinois
$3.71M
IIA
2002
IPG Investment Advisors
California
$3.69M
FFS
2003
Flavin Financial Services
Florida
$3.69M
HWMG
2004
Hurlow Wealth Management Group
Indiana
$3.69M
AO
2005
Advisor OS
Illinois
$3.68M
EWM
2006
Evermay Wealth Management
Virginia
$3.67M
CA
2007
Cache Advisors
California
$3.67M
CWM
2008
Cahaba Wealth Management
Georgia
$3.67M
S
2009
SimplyRich
California
$3.66M
FWTB
2010
First Western Trust Bank
Colorado
$3.66M
GC
2011
Guidance Capital
Kentucky
$3.66M
CWG
2012
Crown Wealth Group
North Carolina
$3.65M
WCP
2013
Wealthcare Capital Partners
Pennsylvania
$3.65M
GSIAS
2014
Garden State Investment Advisory Services
New Jersey
$3.64M
BIAS
2015
Beacon Investment Advisory Services
New Jersey
$3.63M
MWA
2016
Miller Wealth Advisors
Colorado
$3.62M
NS
2017
NBC Securities
Alabama
$3.62M
PTCG
2018
Pring Turner Capital Group
California
$3.61M
MCM
2019
Magnolia Capital Management
New York
$3.6M
BF
2020
Blankinship & Foster
California
$3.6M
MSFP
2021
Mark Sheptoff Financial Planning
Connecticut
$3.6M
GWM
2022
GSB Wealth Management
Connecticut
$3.58M
ACM
2023
Ashford Capital Management
Delaware
$3.58M
LWM
2024
LongView Wealth Management
Georgia
$3.57M
FMB
2025
Field & Main Bank
Kentucky
$3.57M