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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 224 funds opening new positions, 1,935 increasing their positions, 2,010 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: 2,010

5% less capital invested

Capital invested by funds: $458B → $436B (-$21.9B)

4% less funds holding in top 10

Funds holding in top 10: 641614 (-27)

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
BDPWM
3976
Barnes Dennig Private Wealth Management
Ohio
$512K
SFC
3977
Summit Financial Consulting
Michigan
$512K
TP
3978
Thayer Partners
Pennsylvania
$512K
AWM
3979
Affinity Wealth Management
Delaware
$510K
MFG
3980
Mustico Financial Group
New York
$509K
IASG
3981
Investment Advisory Services Group
Florida
$507K
MCM
3982
Monument Capital Management
Virginia
$506K
CC
3983
Climber Capital
Switzerland
$505K
RS
3984
R Squared
Hong Kong
$505K
TCM
3985
TT Capital Management
California
$504K
TS
3986
TradeWell Securities
Indiana
$504K
E
3987
EntreWealth
Texas
$504K
DWM
3988
Daner Wealth Management
Georgia
$503K
MSWM
3989
Mowery & Schoenfeld Wealth Management
Illinois
$502K
TWM
3990
TSA Wealth Management
Texas
$502K
BIA
3991
Benchmark Investment Advisors
Illinois
$501K
CBT
3992
Crews Bank & Trust
Florida
$500K
CWR
3993
Chico Wealth RIA
California
$500K
SIA
3994
SkyView Investment Advisors
New Jersey
$499K
MWM
3995
Madrid Wealth Management
New Mexico
$499K
VBA
3996
von Borstel & Associates
Oregon
$498K
FFS
3997
Fischer Financial Services
Pennsylvania
$497K
BF
3998
Brogan Financial
Tennessee
$497K
GWA
3999
Geometric Wealth Advisors
District of Columbia
$497K
BL
4000
Balentine LLC
Georgia
$496K