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Berkshire Hathaway Class B

4,822 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, 2,012 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: 2,012

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
4,822
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
CWM
3001
Castle Wealth Management
Florida
$1.32M
TFP
3002
Triune Financial Partners
Kansas
$1.32M
EL
3003
Essex LLC
Illinois
$1.32M
MSWA
3004
Marshall & Sterling Wealth Advisors
New York
$1.32M
IPAM
3005
Investment Partners Asset Management
New Jersey
$1.31M
MAG
3006
Meadowbrook Advisors Group
New Jersey
$1.31M
CMP
3007
Courage Miller Partners
Virginia
$1.31M
NI
3008
Natural Investments
California
$1.31M
FCM
3009
Fell Capital Management
California
$1.31M
WAG
3010
Wilkerson Advisory Group
Missouri
$1.31M
DCM
3011
Davis Capital Management
Florida
$1.31M
SMCM
3012
Sky-Mountain Capital Management
Idaho
$1.31M
CWA
3013
CM Wealth Advisors
Ohio
$1.31M
BF
3014
Brooklyn FI
New York
$1.31M
HP
3015
HT Partners
Connecticut
$1.31M
MC
3016
Machina Capital
France
$1.31M
EGM
3017
Engineers Gate Manager
New York
$1.3M
MWA
3018
MN Wealth Advisors
Kansas
$1.3M
RF
3019
Rossby Financial
Florida
$1.3M
OA
3020
Operose Advisors
Wisconsin
$1.3M
WN
3021
Williams & Novak
California
$1.3M
ACA
3022
Affinity Capital Advisors
California
$1.3M
SRS
3023
Strong Retirement Solutions
Washington
$1.29M
BSG
3024
Black Swift Group
Colorado
$1.29M
MJFG
3025
Mars Jewett Financial Group
Washington
$1.29M