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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
SIA
3426
Sage Investment Advisers
New York
$902K
ECM
3427
Estabrook Capital Management
New York
$901K +$2.94K +6 +0.3%
SSA
3428
Sierra Summit Advisors
Nevada
$899K +$210K +428 +30%
GG
3429
GenWealth Group
New Jersey
$899K +$270K +550 +41%
CPW
3430
Crestmont Private Wealth
Texas
$898K +$72.7K +148 +9%
SWM
3431
Selective Wealth Management
Virginia
$898K -$28.5K -58 -3%
AWM
3432
AAF Wealth Management
Massachusetts
$897K +$42.7K +87 +5%
CWM
3433
Cherrydale Wealth Management
New Jersey
$896K -$55K -112 -6%
GRR
3434
Golden Reserve Retirement
Ohio
$895K -$277K -564 -23%
SAM
3435
Stenahm Asset Management
Guernsey
$895K
CQWA
3436
Chokshi & Queen Wealth Advisors
California
$894K +$147K +300 +19%
ACM
3437
Alessandra Capital Management
California
$894K -$491K -1,001 -35%
NIA
3438
NBZ Investment Advisors
Tennessee
$894K +$692K +1,410 +310%
MWA
3439
MFA Wealth Advisors
Pennsylvania
$893K +$55K +112 +6%
FFG
3440
Forum Finance Group
$893K +$1.15M +2,341 New
HNWAG
3441
High Net Worth Advisory Group
Florida
$892K
FMP
3442
Financial Management Professionals
Texas
$891K -$150K -306 -14%
RCM
3443
Radnor Capital Management
Pennsylvania
$891K
FM
3444
Foster & Motley
Ohio
$891K -$179K -364 -16%
LWIC
3445
Leith Wheeler Investment Counsel
British Columbia, Canada
$889K +$4.91K +10 +0.5%
AAMG
3446
AMG Asset Management Group
Georgia
$889K +$705K +1,437 +344%
HI
3447
Human Investing
Oregon
$888K +$42.7K +87 +5%
SWMG
3448
Sard Wealth Management Group
Georgia
$888K +$270K +550 +42%
DFG
3449
Dynamic Financial Group
Iowa
$888K -$17.2K -35 -2%
GA
3450
Gordian Advisors
Arizona
$887K