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
LJAC
2201
L.J. Altfest & Co
New York
$2.93M
CWM
2202
Centric Wealth Management
Illinois
$2.92M
1WM
2203
1858 Wealth Management
Ohio
$2.92M
MCC
2204
Money Concepts Capital
Florida
$2.91M
AGC
2205
Aspen Grove Capital
Colorado
$2.91M
CCM
2206
Condor Capital Management
New Jersey
$2.91M
BT
2207
Brandywine Trust
Delaware
$2.9M
VFM
2208
Vision Financial Markets
Connecticut
$2.9M
AFO
2209
Arrowroot Family Office
California
$2.9M
AA
2210
Auxano Advisors
Washington
$2.9M
HCMG
2211
Howard Capital Management Group
California
$2.89M
WAG
2212
Windsor Advisory Group
Ohio
$2.89M
AWM
2213
Aprio Wealth Management
Georgia
$2.88M
TAM
2214
Townsend Asset Management
North Carolina
$2.88M
LRIA
2215
Leonard Rickey Investment Advisors
Washington
$2.87M
TA
2216
Tectonic Advisors
Texas
$2.87M
MLA
2217
My Legacy Advisors
Oregon
$2.86M
KFA
2218
Kapstone Financial Advisors
Ohio
$2.86M
CF
2219
Convergence Financial
Missouri
$2.86M
TA
2220
TruWealth Advisors
Louisiana
$2.85M
NGA
2221
Naples Global Advisors
Florida
$2.85M
WSCM
2222
Wellington Shields Capital Management
New York
$2.84M
GSWM
2223
Golden State Wealth Management
California
$2.84M
GWM
2224
Greenwich Wealth Management
Connecticut
$2.84M
NB
2225
Nicolet Bankshares
Wisconsin
$2.83M