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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
PS
3401
Planned Solutions
California
$911K
GPWA
3402
Gaddis Premier Wealth Advisors
Oklahoma
$910K
UW
3403
Unique Wealth
Florida
$910K
WFA
3404
WestHill Financial Advisors
California
$909K
FSAGI
3405
Financial Solutions Advisory Group, Inc.
Illinois
$909K
IP
3406
Isthmus Partners
Wisconsin
$909K
NRI
3407
NFP Retirement Inc
California
$908K
FPF
3408
First Pacific Financial
Washington
$908K
MA
3409
MBA Advisors
Pennsylvania
$908K
HWM
3410
HRC Wealth Management
Idaho
$907K
MFG
3411
Menard Financial Group
Texas
$905K
PCM
3412
Prelude Capital Management
New York
$903K
SIA
3413
Sage Investment Advisers
New York
$902K
ECM
3414
Estabrook Capital Management
New York
$901K
SSA
3415
Sierra Summit Advisors
Nevada
$899K
GG
3416
GenWealth Group
New Jersey
$899K
CPW
3417
Crestmont Private Wealth
Texas
$898K
SWM
3418
Selective Wealth Management
Virginia
$898K
AWM
3419
AAF Wealth Management
Massachusetts
$897K
CWM
3420
Cherrydale Wealth Management
New Jersey
$896K
GRR
3421
Golden Reserve Retirement
Ohio
$895K
SAM
3422
Stenahm Asset Management
Guernsey
$895K
CQWA
3423
Chokshi & Queen Wealth Advisors
California
$894K
ACM
3424
Alessandra Capital Management
California
$894K
NIA
3425
NBZ Investment Advisors
Tennessee
$894K