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Berkshire Hathaway Class B

4,850 hedge funds and large institutions have $436B invested in Berkshire Hathaway Class B in 2026 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,944 increasing their positions, 2,026 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 161

36% more call options, than puts

Call options by funds: $9.98B | Put options by funds: $7.33B

1% less funds holding

Funds holding: 4,8784,850 (-28)

0.84% less ownership

Funds ownership: 66.35%65.51% (-0.84%)

4% less repeat investments, than reductions

Existing positions increased: 1,944 | Existing positions reduced: 2,026

5% less capital invested

Capital invested by funds: $458B → $436B (-$21.4B)

4% less funds holding in top 10

Funds holding in top 10: 643616 (-27)

Holders
4,850
Holders Change
-28
Holders Change %
-0.57%
% of All Funds
59.71%
Holding in Top 10
616
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-4.2%
% of All Funds
7.58%
New
226
Increased
1,944
Reduced
2,026
Closed
161
Calls
$9.98B
Puts
$7.33B
Net Calls
+$2.65B
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
GVCM
3276
Global View Capital Management
Wisconsin
$1.03M -$405K -825 -28%
G
3277
Gainplan
Michigan
$1.03M -$24.5K -50 -2%
CSWG
3278
Cardinal Strategic Wealth Guidance
Kentucky
$1.03M -$36.3K -74 -3%
BOJHT
3279
Bank of Jackson Hole Trust
Wyoming
$1.03M +$12.3K +25 +1%
BDFN
3280
Bond & Devick Financial Network
Minnesota
$1.03M +$638K +1,300 +154%
PA
3281
Probity Advisors
Texas
$1.03M -$29.5K -60 -3%
AFG
3282
ABLE Financial Group
Arizona
$1.02M +$84.9K +173 +9%
DCM
3283
DGS Capital Management
New Jersey
$1.02M +$292K +595 +39%
LIP
3284
Lynch Investment Planning
Pennsylvania
$1.02M -$43.2K -88 -4%
TA
3285
TrueWealth Advisors
Alabama
$1.02M +$88.4K +180 +9%
MWA
3286
Motive Wealth Advisors
Michigan
$1.02M +$4.42K +9 +0.4%
BBPWM
3287
Blue Bell Private Wealth Management
Pennsylvania
$1.02M +$68.7K +140 +7%
BWAM
3288
Boyd Watterson Asset Management
Ohio
$1.02M
PW
3289
Paladin Wealth
Minnesota
$1.02M -$78.5K -160 -7%
JESC
3290
J.E. Simmons & Co
Texas
$1.02M -$32.9K -67 -3%
BWM
3291
BKM Wealth Management
Wisconsin
$1.02M +$29.9K +61 +3%
LWM
3292
LJI Wealth Management
Indiana
$1.01M +$22.1K +45 +2%
VC
3293
Veracity Capital
Georgia
$1.01M -$145K -295 -12%
HIS
3294
Harvest Investment Services
Illinois
$1.01M -$146K -298 -12%
SFS
3295
Security Financial Services
Indiana
$1.01M +$22.6K +46 +2%
CS
3296
Capital Square
Tennessee
$1.01M +$172K +351 +19%
OA
3297
Oxbow Advisors
Texas
$1.01M -$66.3K -135 -6%
VFP
3298
Verus Financial Partners
Virginia
$1.01M -$18.2K -37 -2%
NAM
3299
Nutshell Asset Management
United Kingdom
$1.01M +$1.03M +2,100 New
ERWM
3300
Elk River Wealth Management
Colorado
$1.01M +$5.4K +11 +0.5%