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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 227 funds opening new positions, 1,942 increasing their positions, 2,025 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 227 | 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: 4,8754,847 (-28)

0.84% less ownership

Funds ownership: 66.35%65.51% (-0.84%)

4% less repeat investments, than reductions

Existing positions increased: 1,942 | 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
-28
Holders Change %
-0.57%
% 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
227
Increased
1,942
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
EWA
3801
Eagle Wealth Advisors
Connecticut
$622K +$13.7K +28 +2%
SFP
3802
SwitchPoint Financial Planning
Utah
$622K +$8.84K +18 +1%
AFM
3803
Abbot Financial Management
Massachusetts
$621K
FF
3804
Formulate Financial
Florida
$621K
KWA
3805
Kondo Wealth Advisors
California
$618K +$202K +411 +47%
CP
3806
Clarendon Private
Massachusetts
$618K +$224K +456 +55%
VFG
3807
V2 Financial group
Illinois
$618K +$633K +1,290 New
CFO
3808
Collective Family Office
Pennsylvania
$618K -$8.84K -18 -1%
IAP
3809
Indie Asset Partners
Indiana
$616K +$16.7K +34 +3%
JWM
3810
Johnson Wealth Management
North Dakota
$616K -$5.4K -11 -0.8%
AWM
3811
Avondale Wealth Management
Texas
$616K +$211K +430 +50%
AP
3812
Aspect Partners
Virginia
$614K -$10.3K -21 -2%
HFA
3813
Highland Financial Advisors
New Jersey
$614K +$128K +261 +26%
ACM
3814
Avos Capital Management
Washington
$613K -$65.8K -134 -9%
MFG
3815
Mosaic Financial Group
Illinois
$613K -$70.2K -143 -10%
DAS
3816
Daybright Advisory Services
Florida
$613K -$62.8K -128 -9%
PS
3817
Portfolio Strategies
New York
$611K
AWS
3818
Aspen Wealth Strategies
Colorado
$610K
FC
3819
Financial Council
Maryland
$610K
CLIP
3820
Colter Lewis Investment Partners
Connecticut
$608K -$101K -205 -14%
PWM
3821
Pines Wealth Management
North Carolina
$607K -$14.7K -30 -2%
SPG
3822
Strategic Planning Group
Utah
$607K -$29.9K -61 -5%
IWP
3823
Invenio Wealth Partners
Florida
$607K +$155K +315 +33%
BAM
3824
Bellevue Asset Management
Washington
$606K +$4.42K +9 +0.7%
RWRC
3825
R.W. Roge & Company
New York
$605K +$5.89K +12 +1%