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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
BWMG
3676
Barnes Wealth Management Group
California
$692K
PC
3677
Port Capital
Illinois
$690K
FPH
3678
Financial Planning Hawaii
Hawaii
$689K
5SA
3679
5th Street Advisors
Connecticut
$688K
EWP
3680
Evergreen Wealth Partners
Montana
$688K
GWA
3681
Gutierrez Wealth Advisory
Arkansas
$688K
MWM
3682
Manske Wealth Management
Texas
$688K
HCG
3683
Haven Capital Group
California
$688K
JAA
3684
Joel Adams & Associates
North Carolina
$687K
RWM
3685
Rialto Wealth Management
New York
$685K
M
3686
MATAURO
New York
$685K
WMP
3687
Wealth Management Partners
Arizona
$684K
GA
3688
Goldstein Advisors
Wisconsin
$683K
SWM
3689
Sterling Wealth Management
Illinois
$683K
MWM
3690
Momentous Wealth Management
Washington
$683K
SCM
3691
Summerhill Capital Management
Ontario, Canada
$682K
CFIA
3692
Cantor Fitzgerald Investment Advisors
New York
$682K
SF
3693
Strategent Financial
Virginia
$682K
WIM
3694
Wiregrass Investment Management
Georgia
$679K
LWM
3695
Luminvest Wealth Management
Arizona
$679K
RRA
3696
Red Reef Advisors
Florida
$678K
BAS
3697
Breakthru Advisory Services
Wisconsin
$677K
OWA
3698
Outlook Wealth Advisors
Texas
$677K
PA
3699
PFW Advisors
Georgia
$677K
CFG
3700
Carr Financial Group
Massachusetts
$676K