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Berkshire Hathaway Class B

4,538 hedge funds and large institutions have $425B invested in Berkshire Hathaway Class B in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,969 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: 4,5084,538 (+30)

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
4,538
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
SIM
2226
Sentry Investment Management
Wisconsin
$2.83M
SCM
2227
Sterneck Capital Management
Missouri
$2.82M
NBWM
2228
North Berkeley Wealth Management
California
$2.82M
BHBT
2229
Burke & Herbert Bank & Trust
Virginia
$2.82M
LWP
2230
LeClair Wealth Partners
Ohio
$2.82M
AIM
2231
Advyzon Investment Management
Illinois
$2.81M
MCM
2232
Monarch Capital Management
Indiana
$2.81M
GC
2233
Gilbert & Cook
Iowa
$2.81M
WG
2234
Winton Group
United Kingdom
$2.8M
AFM
2235
Armstrong Fleming & Moore
District of Columbia
$2.8M
OCM
2236
Osterweis Capital Management
California
$2.79M
QT
2237
Quantbot Technologies
New York
$2.79M
PMA
2238
Prudent Man Advisors
Illinois
$2.79M
GAA
2239
Guardian Asset Advisors
Pennsylvania
$2.78M
MC
2240
Machina Capital
France
$2.78M
SCA
2241
Sage Capital Advisors
South Dakota
$2.78M
DSN
2242
D. Scott Neal
Kentucky
$2.78M
Kayne Anderson Rudnick Investment Management
2243
Kayne Anderson Rudnick Investment Management
California
$2.77M
1IC
2244
1922 Investment Company
Texas
$2.77M
TPW
2245
Transatlantique Private Wealth
New York
$2.77M
W
2246
WPWealth
Texas
$2.76M
NLP
2247
Next Level Private
New York
$2.76M
AIA
2248
Arbor Investment Advisors
North Carolina
$2.76M
AIS
2249
American Investment Services
Massachusetts
$2.76M
AIC
2250
Archer Investment Corporation
Indiana
$2.75M