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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
FWM
3526
Forza Wealth Management
Florida
$820K
PSIWM
3527
Paradigm Strategies in Wealth Management
Minnesota
$819K
PF
3528
Prota Financial
Texas
$818K -$90.3K -184 -10%
CPSC
3529
Carl P. Sherr & Co
Massachusetts
$818K
CW
3530
Cedarwood Wealth
Colorado
$814K +$118K +240 +16%
BWCS
3531
Beirne Wealth Consulting Services
Connecticut
$814K -$20.1K -41 -2%
F4L
3532
Fortune 45 LLC
Louisiana
$813K -$1.5M -3,062 -64%
HHCP
3533
Hilton Head Capital Partners
South Carolina
$813K +$7.85K +16 +1%
ACM
3534
Alpha Capital Management
Texas
$812K -$7.25M -14,775 -90%
MAM
3535
Mainsail Asset Management
Alabama
$812K -$21.6K -44 -3%
AWM
3536
Act Wealth Management
Texas
$811K -$206K -420 -20%
CBT
3537
Central Bank & Trust
Kentucky
$811K
LA
3538
Lifeworks Advisors
Michigan
$811K +$19.1K +39 +2%
CHA
3539
Cooper/Haims Advisors
New York
$810K -$24.5K -50 -3%
FCMA
3540
Foresight Capital Management Advisors
Michigan
$809K +$13.3K +27 +2%
CCA
3541
Coign Capital Advisors
Utah
$809K +$21.6K +44 +3%
RSWA
3542
Robinson Smith Wealth Advisors
Maine
$807K
SA
3543
Scarborough Advisors
Maryland
$806K +$57.9K +118 +8%
MFT
3544
Moisand Fitzgerald Tamayo
Florida
$806K -$64.3K -131 -7%
MAM
3545
Markin Asset Management
New York
$805K -$626K -1,276 -43%
CWA
3546
Consilium Wealth Advisory
Texas
$805K -$373K -759 -31%
WAM
3547
Winslow Asset Management
Ohio
$805K -$9.82K -20 -1%
DF
3548
Define Financial
California
$805K +$19.1K +39 +2%
DAM
3549
Directional Asset Management
Illinois
$804K
WB
3550
West Bancorporation
Iowa
$804K