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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: 4,8744,847 (-27)

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
-27
Holders Change %
-0.55%
% 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
NWP
3926
NerdWallet Wealth Partners
New York
$548K -$6.38K -13 -1%
GRWP
3927
Green Ridge Wealth Planning
New Jersey
$548K +$10.8K +22 +2%
FC
3928
Fusion Capital
South Carolina
$547K -$1.96K -4 -0.3%
KWA
3929
Kellett Wealth Advisors
Ohio
$546K -$2.07M -4,222 -79%
AWP
3930
Accretive Wealth Partners
New Jersey
$546K +$110K +224 +24%
JPLA
3931
Joseph P. Lucia & Associates
New York
$546K -$16.2K -33 -3%
TF
3932
Tandem Financial
Colorado
$545K +$325K +662 +139%
CCMG
3933
Connecticut Capital Management Group
Connecticut
$545K +$1.47K +3 +0.3%
SDWMA
3934
Schneider Downs Wealth Management Advisors
Pennsylvania
$544K
MFC
3935
Morris Financial Concepts
South Carolina
$544K -$52K -106 -9%
FSBI
3936
Fearless Solutions (Best Invest)
Texas
$544K -$14.7K -30 -3%
RLWM
3937
RF&L Wealth Management
Massachusetts
$542K -$49.1K -100 -8%
AC
3938
Anson Capital
Georgia
$542K -$43.2K -88 -7%
IJWM
3939
Inman Jager Wealth Management
Mississippi
$542K
HWMC
3940
Heritage Wealth Management (California)
California
$542K -$10.3K -21 -2%
CFG
3941
Certior Financial Group
Pennsylvania
$541K -$16.2K -33 -3%
AWP
3942
Atlas Wealth Partners
Pennsylvania
$541K
CWM
3943
Concentrum Wealth Management
California
$541K -$8.36M -17,038 -94%
BCP
3944
Blackhawk Capital Partners
Wisconsin
$541K -$29.9K -61 -5%
HFS
3945
Hughes Financial Services
Virginia
$539K -$35.8K -73 -6%
PCA
3946
Peddock Capital Advisors
Massachusetts
$539K -$49.1K -100 -8%
WPA
3947
West Paces Advisors
Georgia
$538K -$4.91K -10 -0.9%
BHWA
3948
Beacon Harbor Wealth Advisors
Virginia
$537K
BWA
3949
Bestgate Wealth Advisors
Maryland
$535K -$37.8K -77 -6%
HAM
3950
Harmony Asset Management
Arizona
$535K -$4.91K -10 -0.9%