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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
CFG
3601
Compton Financial Group
Maryland
$758K +$29.9K +61 +4%
EP
3602
Edgestream Partners
New Jersey
$756K -$790K -1,609 -50%
OIC
3603
Orion Investment Company
Missouri
$756K -$49.1K -100 -6%
NC
3604
NewSquare Capital
Pennsylvania
$756K +$198K +403 +34%
OWA
3605
Opal Wealth Advisors
New York
$755K -$95.7K -195 -11%
TWM
3606
Tripletail Wealth Management
Florida
$755K -$94.3K -192 -11%
MPW
3607
Melone Private Wealth
Michigan
$753K
T
3608
TrustBank
Illinois
$753K -$24.1K -49 -3%
MAM
3609
Morse Asset Management
Connecticut
$751K -$24.5K -50 -3%
WFMPM
3610
Woodley Farra Manion Portfolio Management
Indiana
$751K +$56.9K +116 +8%
PA
3611
Persium Advisors
Georgia
$751K +$36.8K +75 +5%
BWP
3612
Bernardo Wealth Planning
Pennsylvania
$750K -$14.2K -29 -2%
4WM
3613
44 Wealth Management
Oregon
$750K +$24.1K +49 +3%
ACM
3614
AUA Capital Management
Pennsylvania
$750K
EFL
3615
ERn Financial LLC
Wisconsin
$749K -$11.8K -24 -2%
GAM
3616
Gould Asset Management
California
$749K +$14.2K +29 +2%
HP
3617
Havemeyer Place
Connecticut
$749K -$641K -1,305 -46%
MGWA
3618
Monument Group Wealth Advisors
Massachusetts
$749K
PWP
3619
Parkwoods Wealth Partners
New York
$749K +$982 +2 +0.1%
AFA
3620
AA Financial Advisors
Ohio
$749K +$233K +475 +44%
RAG
3621
RIA Advisory Group
Iowa
$745K -$26K -53 -3%
HG
3622
Harbor Group
New Hampshire
$745K -$163K -333 -18%
VCM
3623
Vision Capital Management
Oregon
$745K
VP
3624
Verisail Partners
Georgia
$743K
IF
3625
Ironwood Financial
Arizona
$742K -$8.35K -17 -1%