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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
VIS
3551
Vega Investment Solutions
France
$804K
ATC
3552
Advantage Trust Company
Kansas
$804K
PFG
3553
PAX Financial Group
Texas
$804K +$17.2K +35 +2%
HFRG
3554
Houlihan Financial Resource Group
Virginia
$803K
LCM
3555
Lazari Capital Management
California
$803K -$491 -1 -0.1%
PIFP
3556
Partners in Financial Planning
Virginia
$802K
SFM
3557
Signet Financial Management
New Jersey
$801K +$83.5K +170 +11%
IMC
3558
Investment Management Corporation
Virginia
$801K
MPWS
3559
McCarter Private Wealth Services
Massachusetts
$797K +$52.5K +107 +7%
SF
3560
SWP Financial
California
$796K +$129K +262 +19%
PIM
3561
Progressive Investment Management
Oregon
$795K
LWM
3562
Lionshead Wealth Management
New York
$794K -$14.7K -30 -2%
TWP
3563
Tower Wealth Partners
Pennsylvania
$791K +$491 +1 +0.1%
CIA
3564
Cape Investment Advisory
Georgia
$791K -$23.6K -48 -3%
DCM
3565
Dorato Capital Management
Colorado
$790K
OCM
3566
Objective Capital Management
Ohio
$789K -$160K -325 -16%
AGA
3567
Arkos Global Advisors
Texas
$789K +$91.8K +187 +13%
NCMW
3568
Northern Capital Management (Washington)
Washington
$785K -$19.1K -39 -2%
CM
3569
Capula Management
Cayman Islands
$784K -$48.3M -98,381 -98%
IF
3570
IRON Financial
Illinois
$783K +$39.3K +80 +5%
LCA
3571
Legend Capital Advisors
New York
$782K -$8.35K -17 -1%
OAS
3572
Optivise Advisory Services
Tennessee
$781K -$103K -210 -11%
EWA
3573
Etesian Wealth Advisors
Oregon
$778K
AWM
3574
Accel Wealth Management
Iowa
$777K +$11.3K +23 +1%
CAS
3575
CTC Alternative Strategies
Illinois
$777K +$796K +1,622 New