BRK.B icon

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
LFP
4126
Lakeshore Financial Planning
Michigan
$422K
SWM
4127
SilverOak Wealth Management
Minnesota
$422K
CW
4128
Curio Wealth
Maryland
$422K
EWA
4129
Emergent Wealth Advisors
New York
$422K
OCM
4130
Orion Capital Management
California
$420K
AA
4131
AJ Advisors
Tennessee
$420K
BRG
4132
Bay Rivers Group
Virginia
$419K
AC
4133
Addison Capital
Pennsylvania
$418K
IWB
4134
Innovative Wealth Building
Maryland
$418K
JA
4135
JVL Associates
Michigan
$418K
BWM
4136
BankPlus Wealth Management
Mississippi
$417K
EC
4137
Eaton-Cambridge
Arizona
$416K
ASW
4138
Astoria Strategic Wealth
Texas
$414K
KOMWMG
4139
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$414K
AFGAS
4140
Allegiance Financial Group Advisory Services
Virginia
$414K
BIG
4141
Builder Investment Group
Georgia
$413K
RWM
4142
Refined Wealth Management
Utah
$412K
B
4143
Barings
North Carolina
$412K
NA
4144
Note Advisors
New York
$412K
MW
4145
Marrick Wealth
California
$412K
SWM
4146
Sagace Wealth Management
Florida
$411K
FWM
4147
Finer Wealth Management
Massachusetts
$410K
SSW
4148
Stone Summit Wealth
Florida
$410K
OPTFSNA
4149
Old Point Trust & Financial Services N A
Virginia
$410K
HPC
4150
Hobart Private Capital
North Carolina
$409K