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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: 4,8764,847 (-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
4,847
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
CTC
3751
Cetera Trust Company
Minnesota
$653K -$12.3K -25 -2%
CIAS
3752
CBIZ Investment Advisory Services
Ohio
$652K -$448K -913 -40%
FA
3753
FC Advisory
Pennsylvania
$651K
SFG
3754
Sunburst Financial Group
Alabama
$651K +$59.4K +121 +10%
MWM
3755
Meritas Wealth Management
California
$649K -$251K -511 -27%
SC
3756
Schiavi & Co
Delaware
$648K -$36.8K -75 -5%
SDJVC
3757
St. Denis J. Villere & Co
Louisiana
$648K -$49.1K -100 -7%
LI
3758
Louisbourg Investments
New Brunswick, Canada
$648K -$6.87K -14 -1%
LFS
3759
Lutz Financial Services
Nebraska
$647K -$1.62M -3,305 -71%
BH
3760
Burk Holdings
Oklahoma
$647K -$19.1K -39 -3%
BE
3761
Bonness Enterprises
District of Columbia
$647K
LWA
3762
Ledgewood Wealth Advisors
New Hampshire
$647K
TWA
3763
Trace Wealth Advisors
California
$645K +$8.35K +17 +1%
SAI
3764
Systematic Alpha Investments
New Jersey
$645K
CC
3765
Capital Counsel
New York
$642K
PWMG
3766
Pinnacle Wealth Management Group
Michigan
$642K +$214K +435 +48%
FWM
3767
FMB Wealth Management
California
$639K -$209K -425 -24%
AW
3768
Atlas Wealth
Ohio
$638K
CCM
3769
Cutler Capital Management
Massachusetts
$637K
KHCM
3770
Kirtland Hills Capital Management
Ohio
$637K -$491 -1 -0.1%
LA
3771
Latitude Advisors
Florida
$636K +$15.2K +31 +2%
MAG
3772
M3 Advisory Group
Massachusetts
$635K +$28.5K +58 +5%
WS
3773
Wilian Securities
Minnesota
$635K +$123K +251 +23%
VDC
3774
Van Diest Capital
Iowa
$635K +$198K +404 +44%
KCWM
3775
Kane Co Wealth Management
Iowa
$634K