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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
SFG
3876
Shum Financial Group
California
$577K +$7.36K +15 +1%
WCM
3877
Windsor Capital Management
Arizona
$575K -$2.94K -6 -0.5%
TCM
3878
Traub Capital Management
Massachusetts
$575K
T
3879
TrueFG
Texas
$575K
GAM
3880
GEM Asset Management
Michigan
$574K -$1.96K -4 -0.3%
RFS
3881
Richardson Financial Services
Massachusetts
$574K +$18.7K +38 +3%
KCM
3882
KRS Capital Management
Michigan
$574K -$26K -53 -4%
SGI
3883
Swan Global Investments
Colorado
$573K +$147K +299 +33%
AC
3884
Attessa Capital
Arizona
$572K
PFA
3885
Portland Financial Advisors
New York
$571K
AV
3886
Aspiring Ventures
Ohio
$571K -$117K -239 -17%
SL
3887
StoryOne LLC
Kansas
$571K
KIM
3888
Kane Investment Management
California
$570K -$41.2K -84 -7%
BGAI
3889
Bruce G. Allen Investments
Colorado
$570K +$1.96K +4 +0.3%
DWA
3890
Davis Wealth Advisors
New Hampshire
$569K
FB
3891
Finward Bancorp
Indiana
$569K
GPW
3892
Gray Private Wealth
Massachusetts
$569K +$24.5K +50 +4%
PCM
3893
Permanent Capital Management
Illinois
$569K +$382K +779 +184%
RFN
3894
Redwood Financial Network
Ohio
$569K
SWA
3895
Serenus Wealth Advisors
California
$568K +$126K +256 +28%
HWA
3896
HMV Wealth Advisors
Louisiana
$568K
NFP
3897
NorthLanding Financial Partners
New York
$567K
JC
3898
JM2 Capital
Oklahoma
$567K +$3.44K +7 +0.6%
GF
3899
GTS Financial
Minnesota
$567K +$522K +1,064 New
FAM
3900
Flaharty Asset Management
Florida
$564K -$8.84K -18 -2%