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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
TWM
2376
TriaGen Wealth Management
California
$2.43M
GPA
2377
Garrison Point Advisors
California
$2.42M
LIG
2378
Lokken Investment Group
Delaware
$2.41M
AW
2379
Avion Wealth
Texas
$2.41M
MA
2380
MJP Associates
Connecticut
$2.41M
BWM
2381
Base Wealth Management
Florida
$2.41M
AA
2382
Armis Advisers
Georgia
$2.41M
TAM
2383
Tealwood Asset Management
Minnesota
$2.41M
PWA
2384
Physician Wealth Advisors
Utah
$2.4M
SPIO
2385
Seven Post Investment Office
California
$2.4M
OWA
2386
Octavia Wealth Advisors
Ohio
$2.4M
CCAM
2387
Cascades Capital Asset Management
North Carolina
$2.4M
LIP
2388
Lighthouse Investment Partners
Florida
$2.39M
IWA
2389
Invera Wealth Advisors
Oregon
$2.39M
SWM
2390
Scissortail Wealth Management
Oklahoma
$2.39M
EFA
2391
Evernest Financial Advisors
Indiana
$2.38M
OL
2392
OneFund LLC
Florida
$2.38M
MMG
2393
Monetary Management Group
Missouri
$2.38M
RIM
2394
Redwood Investment Management
Arizona
$2.38M
SIC
2395
Sage Investment Counsel
Tennessee
$2.38M
NAM
2396
NorthCrest Asset Manangement
Minnesota
$2.37M
PEAK6
2397
PEAK6
Illinois
$2.37M
NSAM
2398
North Star Asset Management
Wisconsin
$2.37M
MK
2399
MASTERINVEST Kapitalanlage
$2.37M
KWA
2400
Kellett Wealth Advisors
Ohio
$2.36M