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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
OPWM
4001
Oregon Pacific Wealth Management
Oregon
$496K
KIG
4002
Kennedy Investment Group
New Jersey
$495K
SCM
4003
Sidoxia Capital Management
California
$495K
VWM
4004
Vigilare Wealth Management
Arizona
$494K
MSWMA
4005
Market Street Wealth Management Advisors
Indiana
$494K
HOWA
4006
Heritage Oak Wealth Advisors
Florida
$494K
SGC
4007
Slocum, Gordon & Co
Rhode Island
$492K
PFA
4008
Plotkin Financial Advisors
Maryland
$492K
PWA
4009
Peterson Wealth Advisors
Utah
$491K
E
4010
Entelevest
Florida
$490K
WCA
4011
Westover Capital Advisors
Delaware
$490K
LFS
4012
Lighthouse Financial Services
California
$490K
TFA
4013
Toth Financial Advisory
Virginia
$489K
OPWM
4014
Oxinas Partners Wealth Management
Indiana
$489K
BWM
4015
BCO Wealth Management
New Mexico
$488K
PFW
4016
Petros Family Wealth
Minnesota
$486K
SR
4017
Syntax Research
Florida
$485K
MCA
4018
McGuire Capital Advisors
Oklahoma
$485K
CCIA
4019
Cherry Creek Investment Advisors
Colorado
$484K
DSC
4020
Daytona Street Capital
Missouri
$482K
DFG
4021
DiPaolo Financial Group
Florida
$482K
PG
4022
Prostatis Group
Maryland
$482K
PS
4023
Pinney & Scofield
Massachusetts
$480K
SF
4024
Seek First
California
$480K
OPW
4025
Oxler Private Wealth
New York
$480K