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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
OC
3901
Opinicus Capital
Florida
$564K -$4.42K -9 -0.8%
NI
3902
NFC Investments
Tennessee
$563K
APA
3903
Astoria Portfolio Advisors
New York
$563K +$6.38K +13 +1%
KG
3904
Kilter Group
New York
$563K +$7.36K +15 +1%
CG
3905
Clifford Group
Massachusetts
$562K +$45.7K +93 +9%
CWM
3906
C2C Wealth Management
Arizona
$561K -$58.9K -120 -9%
JGUA
3907
John G. Ullman & Associates
New York
$560K -$351K -715 -38%
PWM
3908
Paulson Wealth Management
Illinois
$559K +$2.94K +6 +0.5%
TAM
3909
TCP Asset Management
Ohio
$558K +$15.7K +32 +3%
VCM
3910
Virtue Capital Management
Tennessee
$558K -$43.2K -88 -7%
ORG
3911
Optimist Retirement Group
Washington
$557K -$144K -294 -20%
HC
3912
Hurley Capital
New York
$556K +$982 +2 +0.2%
BBES
3913
Buffalo Business & Estate Services
New York
$556K -$54K -110 -9%
CPG
3914
Cornerstone Planning Group
New Jersey
$554K +$146K +297 +33%
BFS
3915
Burrus Financial Services
Utah
$554K +$567K +1,156 New
DAC
3916
Dividend Assets Capital
South Carolina
$553K
TCMP
3917
Thrive Capital Management (Pennsylvania)
Pennsylvania
$553K -$382K -778 -40%
IAMOG
3918
Investors Asset Management of Georgia
Georgia
$553K +$54K +110 +11%
SBF
3919
Sara-Bay Financial
Florida
$551K +$218K +444 +63%
MCM
3920
Mendel Capital Management
Arkansas
$550K +$564K +1,148 New
FWM
3921
Foguth Wealth Management
Michigan
$550K +$66.8K +136 +13%
WA
3922
Winter & Associates
Minnesota
$550K +$184K +374 +48%
HIW
3923
Holos Integrated Wealth
Pennsylvania
$549K +$564K +1,148 +114,800%
VCM
3924
Viewpoint Capital Management
Washington
$549K
EMC
3925
Everest Management Corp
California
$548K +$87.9K +179 +19%