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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
API
2726
Asset Planning Inc
California
$1.72M
SA
2727
SL Advisors
New Jersey
$1.72M
BOM
2728
Bank of Marin
California
$1.72M
MWC
2729
MBM Wealth Consultants
Missouri
$1.72M
CFG
2730
Clayton Financial Group
Missouri
$1.71M
AI
2731
AXS Investments
New York
$1.71M
PG
2732
Proffitt & Goodson
Tennessee
$1.71M
SFP
2733
Shepherd Financial Partners
Massachusetts
$1.71M
ATFA
2734
All Terrain Financial Advisors
Minnesota
$1.7M
CPC
2735
Consolidated Planning Corp
Georgia
$1.7M
AIA
2736
Allied Investment Advisors
Montana
$1.69M
FWM
2737
FFT Wealth Management
Pennsylvania
$1.69M
SFC
2738
SYM Financial Corp
Indiana
$1.69M
MWM
2739
Mindset Wealth Management
Indiana
$1.69M
MPW
2740
Magnolia Private Wealth
Pennsylvania
$1.69M
CRWM
2741
Castle Rock Wealth Management
California
$1.69M
TWM
2742
Trueblood Wealth Management
Ohio
$1.69M
BSSFA
2743
Baron Silver Stevens Financial Advisors
Florida
$1.69M
RWI
2744
Red Wave Investments
Pennsylvania
$1.69M
PMSA
2745
Patrick M. Sweeney & Associates
Illinois
$1.68M
PFA
2746
Pathway Financial Advisers
Indiana
$1.68M
MC
2747
Mirabaud & Cie
Switzerland
$1.68M
TWM
2748
TriaGen Wealth Management
California
$1.68M
FCT
2749
First Community Trust
Iowa
$1.67M
MAWCM
2750
Mine & Arao Wealth Creation & Management
California
$1.67M