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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
HCM
3676
Highview Capital Management
Illinois
$701K +$47.6K +97 +7%
CCMI
3677
Creative Capital Management Investments
California
$700K -$266K -542 -27%
SPWM
3678
Smith Partners Wealth Management
North Carolina
$699K -$49.1K -100 -6%
WAM
3679
Weinberger Asset Management
California
$698K +$2.45K +5 +0.3%
BBA
3680
Braun-Bostich & Associates
Pennsylvania
$698K +$44.2K +90 +7%
TBNY
3681
Trustco Bank (New York)
New York
$698K
ST
3682
Sentinel Trust
Texas
$696K
SMH
3683
Sanders Morris Harris
Texas
$696K +$713K +1,452 New
KAM
3684
KEB Asset Management
Illinois
$695K -$140K -286 -16%
PC
3685
Payne Capital
Oregon
$695K
CBB
3686
Citizens Business Bank
California
$694K -$24.5K -50 -3%
CNC
3687
Citizens & Northern Corp
Pennsylvania
$694K -$3.44K -7 -0.5%
AIFAIM
3688
American Institute for Advanced Investment Management
Arizona
$694K -$29.5K -60 -4%
SCP
3689
Silverleafe Capital Partners
Tennessee
$693K +$18.2K +37 +3%
BWMG
3690
Barnes Wealth Management Group
California
$692K +$156K +317 +28%
PC
3691
Port Capital
Illinois
$690K -$96.2K -196 -12%
FPH
3692
Financial Planning Hawaii
Hawaii
$689K -$3.44K -7 -0.5%
5SA
3693
5th Street Advisors
Connecticut
$688K +$705K +1,436 New
EWP
3694
Evergreen Wealth Partners
Montana
$688K -$34.4K -70 -5%
GWA
3695
Gutierrez Wealth Advisory
Arkansas
$688K -$137K -280 -16%
MWM
3696
Manske Wealth Management
Texas
$688K +$94.3K +192 +15%
HCG
3697
Haven Capital Group
California
$688K +$704K +1,435 New
JAA
3698
Joel Adams & Associates
North Carolina
$687K -$19.6K -40 -3%
RWM
3699
Rialto Wealth Management
New York
$685K +$245K +500 +54%
M
3700
MATAURO
New York
$685K -$7.36K -15 -1%