BRK.B icon

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
TCWM
2026
Total Clarity Wealth Management
Illinois
$3.58M
DW30
2027
Drucker Wealth 3.0
New Jersey
$3.57M
RBI
2028
Raiffeisen Bank International
Austria
$3.57M
GAG
2029
GM Advisory Group
New York
$3.56M
SWM
2030
Shepherd Wealth Management
Ohio
$3.56M
SAF
2031
Smith Anglin Financial
Texas
$3.56M
WFS
2032
Walker Financial Services
Kentucky
$3.56M
FCA
2033
FLC Capital Advisors
California
$3.56M
BWP
2034
Barlow Wealth Partners
Kentucky
$3.54M
S
2035
SimplyRich
California
$3.54M
TFA
2036
Teamwork Financial Advisors
Texas
$3.53M
MCM
2037
Magnolia Capital Management
New York
$3.53M
WCP
2038
Wealthcare Capital Partners
Pennsylvania
$3.52M
GC
2039
Gibson Capital
Pennsylvania
$3.52M
AA
2040
ALPS Advisors
Colorado
$3.52M
IIA
2041
IPG Investment Advisors
California
$3.51M
RWA
2042
Redhawk Wealth Advisors
Minnesota
$3.51M
CPA
2043
Capital Planning Advisors
California
$3.5M
GAM
2044
Gemmer Asset Management
California
$3.5M
SAM
2045
Secure Asset Management
Michigan
$3.49M
AMG
2046
Asset Management Group
Connecticut
$3.49M
LBC
2047
Lowe Brockenbrough & Co
Virginia
$3.48M
CIAS
2048
CFS Investment Advisory Services
New Jersey
$3.48M
NL
2049
NDWM LLC
California
$3.47M
SXL
2050
Summit X LLC
Missouri
$3.47M