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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
AGC
2201
Aspen Grove Capital
Colorado
$2.91M
CCM
2202
Condor Capital Management
New Jersey
$2.91M
BT
2203
Brandywine Trust
Delaware
$2.9M
VFM
2204
Vision Financial Markets
Connecticut
$2.9M
AFO
2205
Arrowroot Family Office
California
$2.9M
AA
2206
Auxano Advisors
Washington
$2.9M
HCMG
2207
Howard Capital Management Group
California
$2.89M
WAG
2208
Windsor Advisory Group
Ohio
$2.89M
AWM
2209
Aprio Wealth Management
Georgia
$2.88M
TAM
2210
Townsend Asset Management
North Carolina
$2.88M
LRIA
2211
Leonard Rickey Investment Advisors
Washington
$2.87M
TA
2212
Tectonic Advisors
Texas
$2.87M
MLA
2213
My Legacy Advisors
Oregon
$2.86M
KFA
2214
Kapstone Financial Advisors
Ohio
$2.86M
CF
2215
Convergence Financial
Missouri
$2.86M
TA
2216
TruWealth Advisors
Louisiana
$2.85M
NGA
2217
Naples Global Advisors
Florida
$2.85M
WSCM
2218
Wellington Shields Capital Management
New York
$2.84M
GSWM
2219
Golden State Wealth Management
California
$2.84M
GWM
2220
Greenwich Wealth Management
Connecticut
$2.84M
NB
2221
Nicolet Bankshares
Wisconsin
$2.83M
TCWA
2222
Turtle Creek Wealth Advisors
Texas
$2.83M
HA
2223
Herold Advisors
New York
$2.83M
SKK
2224
Shepherd Kaplan Krochuk
Massachusetts
$2.83M
HFA
2225
Hutchinson Financial Advisors
Virginia
$2.83M