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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
FCM
2001
Fieldview Capital Management
Michigan
$3.67M
WA
2002
Wealth Alliance
New York
$3.67M
HIC
2003
Holderness Investments Company
North Carolina
$3.67M
WA
2004
WealthTrust Axiom
Pennsylvania
$3.67M
OIS
2005
Okabena Investment Services
Minnesota
$3.66M
MFG
2006
Mendota Financial Group
Wisconsin
$3.66M
ACM
2007
Ashford Capital Management
Delaware
$3.66M
PP
2008
Patten & Patten
Tennessee
$3.65M
WW
2009
Westshore Wealth
California
$3.65M
BCM
2010
Bretton Capital Management
California
$3.64M
IIC
2011
Integrated Investment Consultants
Michigan
$3.64M
IWM
2012
Inlight Wealth Management
Georgia
$3.64M
TPW
2013
Turn8 Private Wealth
$3.63M
GFP
2014
Guardian Financial Partners
California
$3.62M
EWM
2015
Evermay Wealth Management
Virginia
$3.62M
CA
2016
Cortland Associates
Missouri
$3.62M
FFA
2017
Founders Financial Alliance
North Carolina
$3.59M
TCM
2018
Tufton Capital Management
Maryland
$3.59M
JWM
2019
Jupiter Wealth Management
Colorado
$3.59M
MA
2020
MCF Advisors
Kentucky
$3.59M
TCWM
2021
Total Clarity Wealth Management
Illinois
$3.58M
DW30
2022
Drucker Wealth 3.0
New Jersey
$3.57M
RBI
2023
Raiffeisen Bank International
Austria
$3.57M
GAG
2024
GM Advisory Group
New York
$3.56M
SWM
2025
Shepherd Wealth Management
Ohio
$3.56M