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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
AWM
3826
Alterna Wealth Management
Texas
$604K -$143K -292 -19%
CA
3827
Crumly & Associates
Illinois
$604K +$5.4K +11 +0.9%
PCMF
3828
Private Capital Management (Florida)
Florida
$604K -$76.6K -156 -11%
HFP
3829
Holistic Financial Partners
Indiana
$603K -$9.33K -19 -1%
MLIC
3830
Mandatum Life Insurance Company
Finland
$602K +$11.8K +24 +2%
PEAK6
3831
PEAK6
Illinois
$602K -$1.48M -3,020 -71%
BPW
3832
Bingham Private Wealth
California
$602K +$193K +393 +46%
LGG
3833
Luts & Greenleigh Group
Maryland
$600K +$18.2K +37 +3%
CWM
3834
Challenger Wealth Management
California
$599K -$5.4K -11 -0.9%
CAM
3835
Congress Asset Management
Massachusetts
$599K
DIP
3836
Davis Investment Partners
North Carolina
$599K
DA
3837
Doliver Advisors
Texas
$598K
GCL
3838
Gouws Capital LLC
North Carolina
$597K
LFP
3839
Leeward Financial Partners
Washington
$597K
VAF
3840
Values Added Financial
District of Columbia
$596K -$61.9K -126 -9%
USB
3841
Union Savings Bank
Connecticut
$596K
LRWM
3842
Lord & Richards Wealth Management
Colorado
$595K +$609K +1,241 New
CC
3843
Constitution Capital
Connecticut
$595K
RC
3844
RBF Capital
California
$595K
YIM
3845
Yoffe Investment Management
Pennsylvania
$595K
EWA
3846
Exit Wealth Advisors
Georgia
$594K +$75.6K +154 +14%
NF
3847
Napier Financial
Massachusetts
$594K +$609K +1,240 New
JWM
3848
JHP Wealth Management
Colorado
$592K -$5.89K -12 -1%
SHA
3849
Seneca House Advisors
Virginia
$591K -$39.8K -81 -6%
CHWM
3850
Cauble & Harre Wealth Management
Missouri
$591K