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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
HWM
4051
Horizons Wealth Management
North Carolina
$476K -$233K -475 -32%
CWAF
4052
Core Wealth Advisors (Florida)
Florida
$475K +$99.2K +202 +26%
RG
4053
Renaissance Group
Kentucky
$474K
TFG
4054
Tull Financial Group
Virginia
$473K -$1.96K -4 -0.4%
TIM
4055
Thompson Investment Management
Wisconsin
$473K +$155K +315 +47%
NWMP
4056
Noble Wealth Management PBC
Colorado
$473K +$7.85K +16 +2%
NWM
4057
Nolet Wealth Management
Texas
$473K -$94.3K -192 -16%
FFA
4058
Frazier Financial Advisors
Ohio
$472K +$52K +106 +12%
PIN
4059
Prudent Investors Network
California
$472K -$60.9K -124 -11%
RWM
4060
Reston Wealth Management
Virginia
$472K -$21.6K -44 -4%
IWMO
4061
Integrated Wealth Management (Ohio)
Ohio
$471K
FF
4062
Farrow Financial
Vermont
$471K -$19.6K -40 -4%
RMS
4063
Retirement Management Systems
Maryland
$471K
PP
4064
Postrock Partners
Oregon
$470K
APWA
4065
Atlas Private Wealth Advisors
New Jersey
$470K +$22.1K +45 +5%
CIA
4066
Caerus Investment Advisors
Texas
$470K -$714K -1,454 -60%
AWA
4067
Alaska Wealth Advisors
Alaska
$470K -$3.44K -7 -0.7%
SIM
4068
Synergy Investment Management
Florida
$469K +$22.6K +46 +5%
HGA
4069
Hobbs Group Advisors
South Carolina
$468K +$257K +523 +115%
DR
4070
Davis Rea
Ontario, Canada
$468K -$24.5K -50 -5%
DWM
4071
Dogwood Wealth Management
Kansas
$468K -$159K -323 -25%
SHFP
4072
Second Half Financial Partners
Florida
$467K +$177K +361 +59%
MKW
4073
Mullaney, Keating & Wright
Connecticut
$466K +$33.4K +68 +8%
CFSG
4074
Clark Financial Services Group
Missouri
$466K -$71.7K -146 -13%
UAML
4075
US Asset Management LLC
Pennsylvania
$465K -$9.33K -19 -2%