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Berkshire Hathaway Class B

4,825 hedge funds and large institutions have $436B invested in Berkshire Hathaway Class B in 2026 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,938 increasing their positions, 2,015 reducing their positions, and 162 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: $

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 1,938 | Existing positions reduced: 2,015

5% less capital invested

Capital invested by funds: $458B → $436B (-$21.7B)

4% less funds holding in top 10

Funds holding in top 10: 642614 (-28)

Holders
4,825
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
614
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.98B
Puts
$7.33B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
2701
Jackson Grant Investment Advisers
Connecticut
$1.76M
SWM
2702
Stockman Wealth Management
Montana
$1.76M
LJCM
2703
Lee Johnson Capital Management
Texas
$1.76M
LIM
2704
Lagoda Investment Management
New York
$1.76M
WAS
2705
Wealth Advisory Solutions
Indiana
$1.76M
SWK
2706
Stephen W. Kidder
$1.76M
AWA
2707
Alta Wealth Advisors
Massachusetts
$1.75M
MLFP
2708
MPS Loria Financial Planners
Illinois
$1.75M
MRP
2709
Measured Risk Portfolios
California
$1.75M
CTA
2710
Chesley Taft & Associates
Illinois
$1.75M
CCM
2711
Colorado Capital Management
Colorado
$1.74M
GWM
2712
GDS Wealth Management
Texas
$1.74M
CIG
2713
Cairn Investment Group
Washington
$1.74M
TWCA
2714
Two West Capital Advisors
Kansas
$1.74M
ACM
2715
Anfield Capital Management
California
$1.73M
BWM
2716
Base Wealth Management
Florida
$1.73M
TAP
2717
TSG Advice Partners
Ohio
$1.73M
MCM
2718
MV Capital Management
Maryland
$1.73M
Betterment LLC
2719
Betterment LLC
New York
$1.73M
NC
2720
North Capital
Utah
$1.73M
FCA
2721
Fortis Capital Advisors
Kansas
$1.73M
SGK
2722
Steigerwald Gordon & Koch
Virginia
$1.73M
WAOI
2723
Wealth Advisors of Iowa
Iowa
$1.73M
CFS
2724
Coordinated Financial Services
Colorado
$1.72M
EIA
2725
Eldridge Investment Advisors
New Hampshire
$1.72M