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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
PW
3276
Paladin Wealth
Minnesota
$1.02M
JESC
3277
J.E. Simmons & Co
Texas
$1.02M
BWM
3278
BKM Wealth Management
Wisconsin
$1.02M
LWM
3279
LJI Wealth Management
Indiana
$1.01M
VC
3280
Veracity Capital
Georgia
$1.01M
HIS
3281
Harvest Investment Services
Illinois
$1.01M
SFS
3282
Security Financial Services
Indiana
$1.01M
CS
3283
Capital Square
Tennessee
$1.01M
OA
3284
Oxbow Advisors
Texas
$1.01M
VFP
3285
Verus Financial Partners
Virginia
$1.01M
NAM
3286
Nutshell Asset Management
United Kingdom
$1.01M
ERWM
3287
Elk River Wealth Management
Colorado
$1.01M
OFO
3288
OneAscent Family Office
Alabama
$1.01M
FUBT
3289
First United Bank & Trust
Maryland
$1M
SPW
3290
Signet Private Wealth
Illinois
$1M
MPCG
3291
Matrix Private Capital Group
New York
$1M
NF
3292
Nikulski Financial
Iowa
$999K
CPW
3293
Cogent Private Wealth
Florida
$999K
WFA
3294
WMG Financial Advisors
Tennessee
$999K
RWP
3295
Ridgecrest Wealth Partners
California
$997K
MADR
3296
Milestones Administradora de Recursos
Brazil
$997K
OCM
3297
Orleans Capital Management
Louisiana
$997K
GWM
3298
Goldenstone Wealth Management
California
$997K
TWP
3299
Tempus Wealth Planning
California
$996K
CWP
3300
Concord Wealth Partners
Virginia
$995K