We are live on ! Find out more
BRK.B icon

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
CC
4001
Climber Capital
Switzerland
$505K +$147K +300 +40%
RS
4002
R Squared
Hong Kong
$505K +$517K +1,053 New
TCM
4003
TT Capital Management
California
$504K +$516K +1,051 New
TS
4004
TradeWell Securities
Indiana
$504K +$12.8K +26 +3%
E
4005
EntreWealth
Texas
$504K +$38.3K +78 +8%
DWM
4006
Daner Wealth Management
Georgia
$503K
MSWM
4007
Mowery & Schoenfeld Wealth Management
Illinois
$502K -$126K -257 -20%
TWM
4008
TSA Wealth Management
Texas
$502K +$62.8K +128 +14%
BIA
4009
Benchmark Investment Advisors
Illinois
$501K +$513K +1,046 New
CBT
4010
Crews Bank & Trust
Florida
$500K -$1.47K -3 -0.3%
CWR
4011
Chico Wealth RIA
California
$500K +$5.89K +12 +1%
SIA
4012
SkyView Investment Advisors
New Jersey
$499K +$61.9K +126 +14%
MWM
4013
Madrid Wealth Management
New Mexico
$499K +$200K +408 +64%
VBA
4014
von Borstel & Associates
Oregon
$498K +$52K +106 +11%
FFS
4015
Fischer Financial Services
Pennsylvania
$497K -$5.1M -10,387 -91%
BF
4016
Brogan Financial
Tennessee
$497K +$982 +2 +0.2%
GWA
4017
Geometric Wealth Advisors
District of Columbia
$497K +$25K +51 +5%
BL
4018
Balentine LLC
Georgia
$496K -$21.1K -43 -4%
OPWM
4019
Oregon Pacific Wealth Management
Oregon
$496K -$93.3K -190 -16%
KIG
4020
Kennedy Investment Group
New Jersey
$495K -$491 -1 -0.1%
SCM
4021
Sidoxia Capital Management
California
$495K +$508K +1,034 New
VWM
4022
Vigilare Wealth Management
Arizona
$494K +$12.3K +25 +2%
MSWMA
4023
Market Street Wealth Management Advisors
Indiana
$494K +$53.5K +109 +12%
HOWA
4024
Heritage Oak Wealth Advisors
Florida
$494K +$38.3K +78 +8%
SGC
4025
Slocum, Gordon & Co
Rhode Island
$492K -$49.1K -100 -9%