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Berkshire Hathaway Class B

4,820 hedge funds and large institutions have $436B invested in Berkshire Hathaway Class B in 2026 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,936 increasing their positions, 2,011 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 1,936 | Existing positions reduced: 2,011

5% less capital invested

Capital invested by funds: $458B → $436B (-$22B)

4% less funds holding in top 10

Funds holding in top 10: 642614 (-28)

Holders
4,820
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
614
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.98B
Puts
$7.33B
Net Calls
Net Calls Change

Top Buyers

1 +$2.7B
2 +$1.71B
3 +$968M
4
Ameriprise
Ameriprise
Minnesota
+$684M
5
Two Sigma Investments
Two Sigma Investments
New York
+$584M

Top Sellers

1 -$2.57B
2 -$2.4B
3 -$1.16B
4
Barclays
Barclays
United Kingdom
-$374M
5
NA
NewEdge Advisors
Louisiana
-$314M
Name Holding Trade Value Shares
Change
Change in
Stake
ICMM
3626
Integrated Capital Management (Michigan)
Michigan
$729K
OWA
3627
One Wealth Advisors
California
$728K
PIWA
3628
Prevail Innovative Wealth Advisors
Kansas
$727K
FIC
3629
Family Investment Center
Missouri
$727K
CCA
3630
Clearwater Capital Advisors
Illinois
$727K
SFC
3631
Strategic Financial Concepts
Texas
$726K
TFO
3632
Tarbox Family Office
California
$724K
AWA
3633
Aletheian Wealth Advisors
Washington
$724K
AF
3634
Abound Financial
California
$722K
FIT
3635
Financially in Tune
Massachusetts
$720K
CWM
3636
Core Wealth Management
Florida
$719K
RL
3637
Rogco LP
Oklahoma
$719K
OFS
3638
Opus Financial Solutions
Illinois
$719K
OAM
3639
Oak Asset Management
California
$719K
CCA
3640
Carrera Capital Advisors
Michigan
$719K
HIM
3641
HughesLittle Investment Management
$719K
CCM
3642
Carderock Capital Management
Maryland
$719K
FGA
3643
Fortis Group Advisors
New Jersey
$717K
BW
3644
Balance Wealth
Ohio
$715K
WSWA
3645
Warren Street Wealth Advisors
California
$714K
CFS
3646
Compass Financial Services
Iowa
$714K
EFP
3647
EnRich Financial Partners
Wisconsin
$712K
BMA
3648
Brooks Moore & Associates
Tennessee
$712K
TWM
3649
Trevian Wealth Management
Massachusetts
$711K
MSA
3650
McAlister Sweet & Associates
Texas
$711K