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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
SBF
3901
Sara-Bay Financial
Florida
$551K
MCM
3902
Mendel Capital Management
Arkansas
$550K
FWM
3903
Foguth Wealth Management
Michigan
$550K
WA
3904
Winter & Associates
Minnesota
$550K
HIW
3905
Holos Integrated Wealth
Pennsylvania
$549K
VCM
3906
Viewpoint Capital Management
Washington
$549K
EMC
3907
Everest Management Corp
California
$548K
NWP
3908
NerdWallet Wealth Partners
New York
$548K
GRWP
3909
Green Ridge Wealth Planning
New Jersey
$548K
FC
3910
Fusion Capital
South Carolina
$547K
KWA
3911
Kellett Wealth Advisors
Ohio
$546K
AWP
3912
Accretive Wealth Partners
New Jersey
$546K
JPLA
3913
Joseph P. Lucia & Associates
New York
$546K
TF
3914
Tandem Financial
Colorado
$545K
CCMG
3915
Connecticut Capital Management Group
Connecticut
$545K
SDWMA
3916
Schneider Downs Wealth Management Advisors
Pennsylvania
$544K
MFC
3917
Morris Financial Concepts
South Carolina
$544K
FSBI
3918
Fearless Solutions (Best Invest)
Texas
$544K
RLWM
3919
RF&L Wealth Management
Massachusetts
$542K
AC
3920
Anson Capital
Georgia
$542K
IJWM
3921
Inman Jager Wealth Management
Mississippi
$542K
HWMC
3922
Heritage Wealth Management (California)
California
$542K
CFG
3923
Certior Financial Group
Pennsylvania
$541K
AWP
3924
Atlas Wealth Partners
Pennsylvania
$541K
CWM
3925
Concentrum Wealth Management
California
$541K