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Berkshire Hathaway Class B

4,847 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: 4,8774,847 (-30)

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
4,847
Holders Change
-30
Holders Change %
-0.62%
% 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
WMP
3701
Wealth Management Partners
Arizona
$684K -$89.8K -183 -11%
GA
3702
Goldstein Advisors
Wisconsin
$683K +$9.82K +20 +1%
SWM
3703
Sterling Wealth Management
Illinois
$683K -$172K -350 -20%
MWM
3704
Momentous Wealth Management
Washington
$683K +$51.1K +104 +8%
SCM
3705
Summerhill Capital Management
Ontario, Canada
$682K +$699K +1,424 New
CFIA
3706
Cantor Fitzgerald Investment Advisors
New York
$682K
SF
3707
Strategent Financial
Virginia
$682K +$123K +250 +21%
WIM
3708
Wiregrass Investment Management
Georgia
$679K -$3.93K -8 -0.6%
LWM
3709
Luminvest Wealth Management
Arizona
$679K
RRA
3710
Red Reef Advisors
Florida
$678K -$16.2K -33 -2%
BAS
3711
Breakthru Advisory Services
Wisconsin
$677K -$35.3K -72 -5%
OWA
3712
Outlook Wealth Advisors
Texas
$677K
PA
3713
PFW Advisors
Georgia
$677K
CFG
3714
Carr Financial Group
Massachusetts
$676K -$285K -581 -29%
BMCM
3715
Burns Matteson Capital Management
New York
$676K +$16.7K +34 +2%
SCP
3716
Sandhill Capital Partners
New York
$676K +$91.3K +186 +15%
VW
3717
Veridan Wealth
Oregon
$674K +$54.5K +111 +9%
ORAM
3718
One River Asset Management
Connecticut
$674K +$690K +1,406 New
UWM
3719
USAdvisors Wealth Management
Minnesota
$673K +$5.89K +12 +0.9%
CWA
3720
Centerline Wealth Advisors
Kentucky
$673K -$30.9K -63 -4%
BC
3721
Bridgefront Capital
Texas
$672K +$689K +1,403 New
NFTC
3722
North Forty Two & Co
Oregon
$671K
CA
3723
Cache Advisors
California
$669K
WAG
3724
Wiser Advisor Group
Arizona
$669K -$25.5K -52 -4%
EC
3725
EntryPoint Capital
New York
$668K +$685K +1,395 New