BRK.B icon

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
DA
3651
Drake & Associates
Wisconsin
$710K
PWA
3652
Primoris Wealth Advisors
Florida
$707K
CWI
3653
Conscious Wealth Investments
Florida
$706K
NRWA
3654
North Ridge Wealth Advisors
Oregon
$705K
AA
3655
Auctus Advisors
North Carolina
$703K
LWMM
3656
Legacy Wealth Management (Mississippi)
Mississippi
$703K
SFG
3657
Synergy Financial Group
California
$703K
HWP
3658
Hibernia Wealth Partners
Louisiana
$703K
LWM
3659
Laidlaw Wealth Management
New York
$703K
HB
3660
Horizon Bancorp
Indiana
$701K
OA
3661
Oceanside Advisors
South Carolina
$701K
HCM
3662
Highview Capital Management
Illinois
$701K
CCMI
3663
Creative Capital Management Investments
California
$700K
SPWM
3664
Smith Partners Wealth Management
North Carolina
$699K
WAM
3665
Weinberger Asset Management
California
$698K
BBA
3666
Braun-Bostich & Associates
Pennsylvania
$698K
TBNY
3667
Trustco Bank (New York)
New York
$698K
ST
3668
Sentinel Trust
Texas
$696K
SMH
3669
Sanders Morris Harris
Texas
$696K
KAM
3670
KEB Asset Management
Illinois
$695K
PC
3671
Payne Capital
Oregon
$695K
CBB
3672
Citizens Business Bank
California
$694K
CNC
3673
Citizens & Northern Corp
Pennsylvania
$694K
AIFAIM
3674
American Institute for Advanced Investment Management
Arizona
$694K
SCP
3675
Silverleafe Capital Partners
Tennessee
$693K