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: 4,8744,847 (-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
CWA
4076
Cascade Wealth Advisors
Washington
$465K +$24.5K +50 +5%
GPA
4077
Guidance Point Advisors
Massachusetts
$464K
1IA
4078
1834 Investment Advisors
Wisconsin
$463K
TLA
4079
Tanglewood Legacy Advisors
Texas
$463K
PCP
4080
Panoramic Capital Partners
Oregon
$462K +$44.2K +90 +10%
CIR
4081
Clear Investment Research
Georgia
$460K -$1.47K -3 -0.3%
RCYC
4082
Richard C. Young & Co
Rhode Island
$458K
AC
4083
Asio Capital
Kentucky
$458K -$27K -55 -5%
LKBC
4084
L.K. Benson & Company
Maryland
$458K
APW
4085
Axim Planning & Wealth
Ohio
$458K +$115K +234 +32%
MWP
4086
Moller Wealth Partners
$458K +$7.85K +16 +2%
AWP
4087
Avid Wealth Partners
Texas
$457K -$46.1K -94 -9%
IMA
4088
Investment Management Associates
Colorado
$456K -$581K -1,184 -55%
UFPG
4089
United Financial Planning Group
New York
$456K +$22.6K +46 +5%
CCM
4090
Cox Capital Management
Massachusetts
$455K
YWM
4091
Yukon Wealth Management
Kansas
$454K +$4.91K +10 +1%
GW
4092
Griffith & Werner
Georgia
$454K
BWM
4093
Boyd Wealth Management
California
$453K
AZ
4094
Alpha Zero
Florida
$453K +$28.5K +58 +7%
RIG
4095
Renaissance Investment Group
Massachusetts
$453K -$157K -320 -25%
HC
4096
Hara Capital
Washington
$451K -$24.5K -50 -5%
WMWM
4097
Wilkins Miller Wealth Management
Alabama
$451K +$130K +265 +39%
OAP
4098
One Advisory Partners
Kansas
$451K
S
4099
Sachetta
Massachusetts
$450K +$26K +53 +6%
TS
4100
Tamar Securities
California
$449K +$131K +266 +40%