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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
OFO
3301
OneAscent Family Office
Alabama
$1.01M +$43.2K +88 +4%
FUBT
3302
First United Bank & Trust
Maryland
$1M -$4.91K -10 -0.5%
SPW
3303
Signet Private Wealth
Illinois
$1M +$7.36K +15 +0.7%
MPCG
3304
Matrix Private Capital Group
New York
$1M +$63.3K +129 +7%
NF
3305
Nikulski Financial
Iowa
$999K -$4.11M -8,374 -80%
CPW
3306
Cogent Private Wealth
Florida
$999K +$42.7K +87 +4%
WFA
3307
WMG Financial Advisors
Tennessee
$999K -$78.5K -160 -7%
RWP
3308
Ridgecrest Wealth Partners
California
$997K +$233K +475 +30%
GWM
3309
Goldenstone Wealth Management
California
$997K
MADR
3310
Milestones Administradora de Recursos
Brazil
$997K
OCM
3311
Orleans Capital Management
Louisiana
$997K
TWP
3312
Tempus Wealth Planning
California
$996K
CWP
3313
Concord Wealth Partners
Virginia
$995K -$3.71M -7,549 -78%
BCM
3314
Boltwood Capital Management
California
$995K +$24.5K +50 +2%
Aristotle Capital Management
3315
Aristotle Capital Management
California
$994K
RK
3316
Rather & Kittrell
Tennessee
$994K -$182K -370 -15%
DAS
3317
DMKC Advisory Services
Iowa
$993K +$117K +238 +13%
FWM
3318
Fonville Wealth Management
Virginia
$992K +$226K +460 +29%
DDPIC
3319
Deroy & Devereaux Private Investment Counsel
Michigan
$992K +$254K +518 +33%
IAG
3320
Ipsen Advisor Group
Arkansas
$992K
FOA
3321
Five Oceans Advisors
California
$992K +$9.82K +20 +1%
EV
3322
EJMK Ventures
Illinois
$992K +$162K +330 +19%
SJGA
3323
Stephen J. Garry & Associates
New York
$990K -$675K -1,376 -40%
RWA
3324
Rooted Wealth Advisors
Illinois
$989K +$58.9K +120 +6%
MHR
3325
Matthew Hamilton Rosenberg
$987K -$12.3K -25 -1%