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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
HGA
4051
Hobbs Group Advisors
South Carolina
$468K
DR
4052
Davis Rea
Ontario, Canada
$468K
DWM
4053
Dogwood Wealth Management
Kansas
$468K
SHFP
4054
Second Half Financial Partners
Florida
$467K
MKW
4055
Mullaney, Keating & Wright
Connecticut
$466K
CFSG
4056
Clark Financial Services Group
Missouri
$466K
CWA
4057
Cascade Wealth Advisors
Washington
$465K
GPA
4058
Guidance Point Advisors
Massachusetts
$464K
1IA
4059
1834 Investment Advisors
Wisconsin
$463K
TLA
4060
Tanglewood Legacy Advisors
Texas
$463K
PCP
4061
Panoramic Capital Partners
Oregon
$462K
CIR
4062
Clear Investment Research
Georgia
$460K
RCYC
4063
Richard C. Young & Co
Rhode Island
$458K
AC
4064
Asio Capital
Kentucky
$458K
LKBC
4065
L.K. Benson & Company
Maryland
$458K
APW
4066
Axim Planning & Wealth
Ohio
$458K
MWP
4067
Moller Wealth Partners
$458K
AWP
4068
Avid Wealth Partners
Texas
$457K
IMA
4069
Investment Management Associates
Colorado
$456K
UFPG
4070
United Financial Planning Group
New York
$456K
CCM
4071
Cox Capital Management
Massachusetts
$455K
YWM
4072
Yukon Wealth Management
Kansas
$454K
GW
4073
Griffith & Werner
Georgia
$454K
BWM
4074
Boyd Wealth Management
California
$453K
AZ
4075
Alpha Zero
Florida
$453K