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Berkshire Hathaway Class B

4,537 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, 1,727 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: 4,5064,537 (+31)

8% less capital invested

Capital invested by funds: $464B → $425B (-$38.7B)

23% less funds holding in top 10

Funds holding in top 10: 924716 (-208)

Holders
4,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
716
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
SWM
2026
Shepherd Wealth Management
Ohio
$3.56M
SAF
2027
Smith Anglin Financial
Texas
$3.56M
WFS
2028
Walker Financial Services
Kentucky
$3.56M
FCA
2029
FLC Capital Advisors
California
$3.56M
BWP
2030
Barlow Wealth Partners
Kentucky
$3.54M
S
2031
SimplyRich
California
$3.54M
TFA
2032
Teamwork Financial Advisors
Texas
$3.53M
MCM
2033
Magnolia Capital Management
New York
$3.53M
WCP
2034
Wealthcare Capital Partners
Pennsylvania
$3.52M
GC
2035
Gibson Capital
Pennsylvania
$3.52M
AA
2036
ALPS Advisors
Colorado
$3.52M
IIA
2037
IPG Investment Advisors
California
$3.51M
RWA
2038
Redhawk Wealth Advisors
Minnesota
$3.51M
CPA
2039
Capital Planning Advisors
California
$3.5M
GAM
2040
Gemmer Asset Management
California
$3.5M
SAM
2041
Secure Asset Management
Michigan
$3.49M
AMG
2042
Asset Management Group
Connecticut
$3.49M
LBC
2043
Lowe Brockenbrough & Co
Virginia
$3.48M
CIAS
2044
CFS Investment Advisory Services
New Jersey
$3.48M
NL
2045
NDWM LLC
California
$3.47M
SXL
2046
Summit X LLC
Missouri
$3.47M
BWM
2047
BNC Wealth Management
Oregon
$3.47M
JAG
2048
Journey Advisory Group
Kentucky
$3.47M
MSFP
2049
Mark Sheptoff Financial Planning
Connecticut
$3.47M
HC
2050
Hourglass Capital
Texas
$3.47M