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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 %
IIA
2026
IPG Investment Advisors
California
$3.51M -$33.5K -69 -0.9%
RWA
2027
Redhawk Wealth Advisors
Minnesota
$3.51M +$47.1K +97 +1%
CPA
2028
Capital Planning Advisors
California
$3.5M -$9.23K -19 -0.3%
GAM
2029
Gemmer Asset Management
California
$3.5M +$54.4K +112 +2%
SAM
2030
Secure Asset Management
Michigan
$3.49M +$635K +1,307 +22%
AMG
2031
Asset Management Group
Connecticut
$3.49M +$31.1K +64 +0.9%
LBC
2032
Lowe Brockenbrough & Co
Virginia
$3.48M -$43.7K -90 -1%
CIAS
2033
CFS Investment Advisory Services
New Jersey
$3.48M +$120K +247 +4%
NL
2034
NDWM LLC
California
$3.47M +$427K +879 +14%
SXL
2035
Summit X LLC
Missouri
$3.47M +$1.82M +3,747 +110%
BWM
2036
BNC Wealth Management
Oregon
$3.47M +$139K +287 +4%
JAG
2037
Journey Advisory Group
Kentucky
$3.47M -$161K -332 -4%
MSFP
2038
Mark Sheptoff Financial Planning
Connecticut
$3.47M
HC
2039
Hourglass Capital
Texas
$3.47M -$58.3K -120 -2%
BF
2040
Blankinship & Foster
California
$3.46M +$203K +418 +6%
FMB
2041
Field & Main Bank
Kentucky
$3.46M -$69K -142 -2%
AAM
2042
Augustine Asset Management
Florida
$3.46M +$486 +1 +0%
CIG
2043
CHB Investment Group
Pennsylvania
$3.45M +$330K +680 +11%
BST
2044
Bath Savings Trust
Maine
$3.45M -$11.7K -24 -0.3%
CWMK
2045
Caliber Wealth Management (Kansas)
Kansas
$3.44M +$464K +955 +16%
GC
2046
Gould Capital
Washington
$3.44M -$13.6K -28 -0.4%
HWM
2047
Hohimer Wealth Management
Washington
$3.43M +$41.8K +86 +1%
FWTB
2048
First Western Trust Bank
Colorado
$3.42M -$163K -335 -5%
MWA
2049
Miller Wealth Advisors
Colorado
$3.42M +$18.5K +38 +0.5%
SL
2050
Sentry LLC
Tennessee
$3.42M