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Berkshire Hathaway Class B

4,819 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, 1,935 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: 1,935 | 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
4,819
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
FC
3801
Financial Council
Maryland
$610K
AWS
3802
Aspen Wealth Strategies
Colorado
$610K
CLIP
3803
Colter Lewis Investment Partners
Connecticut
$608K
PWM
3804
Pines Wealth Management
North Carolina
$607K
SPG
3805
Strategic Planning Group
Utah
$607K
IWP
3806
Invenio Wealth Partners
Florida
$607K
BAM
3807
Bellevue Asset Management
Washington
$606K
RWRC
3808
R.W. Roge & Company
New York
$605K
AWM
3809
Alterna Wealth Management
Texas
$604K
CA
3810
Crumly & Associates
Illinois
$604K
PCMF
3811
Private Capital Management (Florida)
Florida
$604K
HFP
3812
Holistic Financial Partners
Indiana
$603K
MLIC
3813
Mandatum Life Insurance Company
Finland
$602K
PEAK6
3814
PEAK6
Illinois
$602K
BPW
3815
Bingham Private Wealth
California
$602K
LGG
3816
Luts & Greenleigh Group
Maryland
$600K
CWM
3817
Challenger Wealth Management
California
$599K
CAM
3818
Congress Asset Management
Massachusetts
$599K
DIP
3819
Davis Investment Partners
North Carolina
$599K
DA
3820
Doliver Advisors
Texas
$598K
GCL
3821
Gouws Capital LLC
North Carolina
$597K
LFP
3822
Leeward Financial Partners
Washington
$597K
VAF
3823
Values Added Financial
District of Columbia
$596K
USB
3824
Union Savings Bank
Connecticut
$596K
LRWM
3825
Lord & Richards Wealth Management
Colorado
$595K