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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
BC
3951
Barrett & Company
Rhode Island
$535K +$2.45K +5 +0.5%
GRA
3952
Golden Road Advisors
Florida
$534K +$57.9K +118 +12%
TWA
3953
Trellis Wealth Advisors
California
$534K +$142K +289 +35%
BWM
3954
Braeburn Wealth Management
Michigan
$534K -$9.33K -19 -2%
MA
3955
Macro Advisors
Pennsylvania
$533K +$546K +1,113 New
EW
3956
Enzi Wealth
Texas
$533K
DAS
3957
Diversify Advisory Services
Utah
$529K -$4.33M -8,822 -89%
CWM
3958
Cranbrook Wealth Management
Michigan
$529K
GGA
3959
Granite Group Advisors
Connecticut
$528K +$35.3K +72 +7%
OWM
3960
OneAscent Wealth Management
Alabama
$528K -$115K -235 -18%
BSCCG
3961
Blue Sky Capital Consultants Group
California
$528K +$5.89K +12 +1%
WWM
3962
Wiser Wealth Management
Georgia
$528K +$54K +110 +11%
MSCM
3963
McElhenny Sheffield Capital Management
Texas
$528K +$58.4K +119 +12%
Cohen & Steers
3964
Cohen & Steers
New York
$527K -$4.86M -9,907 -90%
JRPIM
3965
Journey Retirement Planning & Investment Management
Idaho
$527K -$1.32M -2,697 -71%
WAL
3966
W Advisors LLC
Tennessee
$526K
FGC
3967
First Growth Capital
Maryland
$526K
RCP
3968
Roan Capital Partners
Tennessee
$526K +$539K +1,097 New
GSWM
3969
Greenup Street Wealth Management
Michigan
$525K -$281K -572 -34%
CCG
3970
Coastwise Capital Group
California
$525K +$32.9K +67 +7%
BA
3971
BCM Advisors
Louisiana
$525K
M
3972
MYeCFO
California
$525K
AW
3973
Aspirean Wealth
California
$525K +$3.44K +7 +0.6%
CFA
3974
Collaborative Fund Advisors
Nevada
$524K +$537K +1,094 New
PCS
3975
Private Client Services
Kentucky
$524K -$68.2K -139 -11%