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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
ECM
3726
English Capital Management
Michigan
$657K
JE
3727
Jacobs Equity
Utah
$657K
SF
3728
Sun Financial
Utah
$657K
QFPS
3729
Quantum Financial Planning Services
Washington
$657K
MAG
3730
Mayfair Advisory Group
Alabama
$656K
AFS
3731
Axiom Financial Strategies
Indiana
$656K
AFG
3732
Artesa Financial Group
Texas
$655K
WSA
3733
Wealth Science Advisors
Georgia
$654K
IWAO
3734
Independence Wealth Advisors (Ohio)
Ohio
$654K
BBWA
3735
Bell & Brown Wealth Advisors
California
$653K
CTC
3736
Cetera Trust Company
Minnesota
$653K
CIAS
3737
CBIZ Investment Advisory Services
Ohio
$652K
FA
3738
FC Advisory
Pennsylvania
$651K
SFG
3739
Sunburst Financial Group
Alabama
$651K
MWM
3740
Meritas Wealth Management
California
$649K
SC
3741
Schiavi & Co
Delaware
$648K
SDJVC
3742
St. Denis J. Villere & Co
Louisiana
$648K
LI
3743
Louisbourg Investments
New Brunswick, Canada
$648K
LFS
3744
Lutz Financial Services
Nebraska
$647K
BH
3745
Burk Holdings
Oklahoma
$647K
LWA
3746
Ledgewood Wealth Advisors
New Hampshire
$647K
BE
3747
Bonness Enterprises
District of Columbia
$647K
TWA
3748
Trace Wealth Advisors
California
$645K
SAI
3749
Systematic Alpha Investments
New Jersey
$645K
CC
3750
Capital Counsel
New York
$642K