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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
BWM
2376
Base Wealth Management
Florida
$2.41M
AA
2377
Armis Advisers
Georgia
$2.41M
TAM
2378
Tealwood Asset Management
Minnesota
$2.41M
PWA
2379
Physician Wealth Advisors
Utah
$2.4M
SPIO
2380
Seven Post Investment Office
California
$2.4M
OWA
2381
Octavia Wealth Advisors
Ohio
$2.4M
CCAM
2382
Cascades Capital Asset Management
North Carolina
$2.4M
LIP
2383
Lighthouse Investment Partners
Florida
$2.39M
IWA
2384
Invera Wealth Advisors
Oregon
$2.39M
SWM
2385
Scissortail Wealth Management
Oklahoma
$2.39M
EFA
2386
Evernest Financial Advisors
Indiana
$2.38M
OL
2387
OneFund LLC
Florida
$2.38M
MMG
2388
Monetary Management Group
Missouri
$2.38M
RIM
2389
Redwood Investment Management
Arizona
$2.38M
SIC
2390
Sage Investment Counsel
Tennessee
$2.38M
NAM
2391
NorthCrest Asset Manangement
Minnesota
$2.37M
PEAK6
2392
PEAK6
Illinois
$2.37M
NSAM
2393
North Star Asset Management
Wisconsin
$2.37M
MK
2394
MASTERINVEST Kapitalanlage
$2.37M
KWA
2395
Kellett Wealth Advisors
Ohio
$2.36M
VIPI
2396
Vista Investment Partners II
Indiana
$2.36M
IWN
2397
Independent Wealth Network
Iowa
$2.36M
CF
2398
Copperwynd Financial
Arizona
$2.36M
IWP
2399
IAG Wealth Partners
Wisconsin
$2.35M
DIA
2400
Dean Investment Associates
Ohio
$2.35M