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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
60.31%
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 %
MLA
2201
My Legacy Advisors
Oregon
$2.86M +$162K +338 +6%
KFA
2202
Kapstone Financial Advisors
Ohio
$2.86M +$458K +943 +19%
CF
2203
Convergence Financial
Missouri
$2.86M +$233K +480 +9%
TA
2204
TruWealth Advisors
Louisiana
$2.85M +$69.5K +143 +2%
NGA
2205
Naples Global Advisors
Florida
$2.85M +$77.7K +160 +3%
WSCM
2206
Wellington Shields Capital Management
New York
$2.84M +$1.45M +2,975 +103%
GSWM
2207
Golden State Wealth Management
California
$2.84M +$77.2K +159 +3%
GWM
2208
Greenwich Wealth Management
Connecticut
$2.84M -$70.9K -146 -2%
NB
2209
Nicolet Bankshares
Wisconsin
$2.83M +$75.3K +155 +3%
TCWA
2210
Turtle Creek Wealth Advisors
Texas
$2.83M +$360K +742 +15%
HA
2211
Herold Advisors
New York
$2.83M -$617K -1,271 -18%
SKK
2212
Shepherd Kaplan Krochuk
Massachusetts
$2.83M -$444K -914 -14%
HFA
2213
Hutchinson Financial Advisors
Virginia
$2.83M +$2.83M +5,821 New
SIM
2214
Sentry Investment Management
Wisconsin
$2.83M
SCM
2215
Sterneck Capital Management
Missouri
$2.82M -$35K -72 -1%
NBWM
2216
North Berkeley Wealth Management
California
$2.82M
BHBT
2217
Burke & Herbert Bank & Trust
Virginia
$2.82M -$14.6K -30 -0.5%
LWP
2218
LeClair Wealth Partners
Ohio
$2.82M
AIM
2219
Advyzon Investment Management
Illinois
$2.81M +$383K +788 +16%
MCM
2220
Monarch Capital Management
Indiana
$2.81M +$16K +33 +0.6%
GC
2221
Gilbert & Cook
Iowa
$2.81M +$13.1K +27 +0.5%
WG
2222
Winton Group
United Kingdom
$2.8M +$2.8M +5,766 New
AFM
2223
Armstrong Fleming & Moore
District of Columbia
$2.8M -$10.1M -20,692 -78%
OCM
2224
Osterweis Capital Management
California
$2.79M -$256K -526 -8%
QT
2225
Quantbot Technologies
New York
$2.79M +$2.79M +5,741 New