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Berkshire Hathaway Class B

4,848 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, 1,943 increasing their positions, 2,025 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: 4,8774,848 (-29)

0.84% less ownership

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

4% less repeat investments, than reductions

Existing positions increased: 1,943 | Existing positions reduced: 2,025

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
4,848
Holders Change
-29
Holders Change %
-0.59%
% 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
7.59%
New
226
Increased
1,943
Reduced
2,025
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
KPWG
3451
KFA Private Wealth Group
Virginia
$887K +$79.5K +162 +10%
JHP
3452
James Hambro & Partners
United Kingdom
$886K +$223K +454 +33%
TCG
3453
Transcendent Capital Group
Oklahoma
$884K -$61.9K -126 -6%
JVBC
3454
J.V. Bruni & Co
Colorado
$884K
NCTC
3455
New Covenant Trust Company
Indiana
$883K +$14.2K +29 +2%
NLA
3456
Northern Lights Advisors
Washington
$882K +$24.5K +50 +3%
WSFG
3457
Wall Street Financial Group
Illinois
$882K +$57.9K +118 +7%
YWM
3458
Yoder Wealth Management
California
$880K +$31.4K +64 +4%
VWA
3459
VERITY Wealth Advisors
United States
$879K
WWM
3460
Whalen Wealth Management
Nevada
$877K -$37.3K -76 -4%
NWA
3461
Navis Wealth Advisors
New York
$877K -$613K -1,249 -41%
MIM
3462
Marco Investment Management
Georgia
$875K -$62.3K -127 -7%
B
3463
BetterWealth
California
$875K +$3.93K +8 +0.4%
AIA
3464
Alternative Investment Advisors
Florida
$871K +$229K +466 +34%
APSI
3465
Asset Planning Services Inc
Louisiana
$870K
TAM
3466
Trillium Asset Management
Massachusetts
$868K -$38.3K -78 -4%
HCA
3467
Harbour Capital Advisors
Virginia
$868K +$295K +600 +47%
IIM
3468
Ipswich Investment Management
Massachusetts
$867K +$368K +750 +71%
SIA
3469
Spectrum Investment Advisors
Wisconsin
$865K -$15.2K -31 -2%
SI
3470
Seeds Investor
New York
$863K +$61.9K +126 +7%
LSA
3471
L & S Advisors
California
$863K -$441K -898 -33%
GSF
3472
Grove Street Fiduciary
New Hampshire
$863K
EPI
3473
Eddie Patel Inc
Illinois
$859K -$133K -271 -13%
DIP
3474
DT Investment Partners
Pennsylvania
$858K +$9.33K +19 +1%
HWMT
3475
Heritage Wealth Management (Texas)
Texas
$857K