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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
AWMG
4176
ADG Wealth Management Group
Louisiana
$397K
KFP
4177
Kerr Financial Planning
California
$397K
APC
4178
Aspire Private Capital
North Carolina
$396K
CFM
4179
Cornerstone Financial Management
Massachusetts
$396K
MRI
4180
Mad River Investors
Massachusetts
$395K
LWM
4181
Level Wealth Management
North Carolina
$395K
BRIA
4182
Balanced Rock Investment Advisors
Massachusetts
$395K
RF
4183
RHS Financial
California
$395K
MCM
4184
MontVue Capital Management
Virginia
$394K
MAV
4185
Mason & Associates (Virginia)
Virginia
$394K
PCA
4186
Providence Capital Advisors
North Carolina
$394K
HWA
4187
Hilltop Wealth Advisors
North Carolina
$393K
KCAM
4188
Kagan Cocozza Asset Management
New Jersey
$393K
IWA
4189
IBEX Wealth Advisors
New Jersey
$391K
BWM
4190
BNC Wealth Management
Oregon
$391K
EWM
4191
Evolution Wealth Management
Florida
$391K
CAM
4192
Concorde Asset Management
Michigan
$391K
KIG
4193
Kessler Investment Group
Indiana
$390K
HIMS
4194
Hager Investment Management Services
New Hampshire
$390K
WAM
4195
Walker Asset Management
Missouri
$390K
KCM
4196
Key Capital Management
Tennessee
$389K
JSA
4197
Jacobson & Schmitt Advisors
Wisconsin
$389K
BCA
4198
Bay Capital Advisors
Virginia
$388K
FS
4199
Ferguson Shapiro
Georgia
$388K
CCG
4200
Chatham Capital Group
Georgia
$387K