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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
OFS
3651
Opus Financial Solutions
Illinois
$719K
RL
3652
Rogco LP
Oklahoma
$719K
OAM
3653
Oak Asset Management
California
$719K -$56.5K -115 -7%
CCA
3654
Carrera Capital Advisors
Michigan
$719K -$14.2K -29 -2%
HIM
3655
HughesLittle Investment Management
$719K
CCM
3656
Carderock Capital Management
Maryland
$719K +$351K +715 +91%
FGA
3657
Fortis Group Advisors
New Jersey
$717K +$20.6K +42 +3%
BW
3658
Balance Wealth
Ohio
$715K +$11.8K +24 +2%
WSWA
3659
Warren Street Wealth Advisors
California
$714K +$44.7K +91 +7%
CFS
3660
Compass Financial Services
Iowa
$714K +$35.3K +72 +5%
EFP
3661
EnRich Financial Partners
Wisconsin
$712K
BMA
3662
Brooks Moore & Associates
Tennessee
$712K
TWM
3663
Trevian Wealth Management
Massachusetts
$711K -$12.8K -26 -2%
MSA
3664
McAlister Sweet & Associates
Texas
$711K -$5.03M -10,240 -87%
DA
3665
Drake & Associates
Wisconsin
$710K -$91.3K -186 -11%
PWA
3666
Primoris Wealth Advisors
Florida
$707K +$192K +392 +36%
CWI
3667
Conscious Wealth Investments
Florida
$706K +$731K +1,490 New
NRWA
3668
North Ridge Wealth Advisors
Oregon
$705K +$497K +1,012 +220%
AA
3669
Auctus Advisors
North Carolina
$703K +$491 +1 +0.1%
LWMM
3670
Legacy Wealth Management (Mississippi)
Mississippi
$703K +$12.3K +25 +2%
SFG
3671
Synergy Financial Group
California
$703K +$158K +322 +28%
HWP
3672
Hibernia Wealth Partners
Louisiana
$703K +$216K +439 +43%
LWM
3673
Laidlaw Wealth Management
New York
$703K +$62.8K +128 +10%
HB
3674
Horizon Bancorp
Indiana
$701K
OA
3675
Oceanside Advisors
South Carolina
$701K