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Berkshire Hathaway Class B

4,844 hedge funds and large institutions have $436B invested in Berkshire Hathaway Class B in 2026 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,942 increasing their positions, 2,023 reducing their positions, and 161 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: 1,942 | Existing positions reduced: 2,023

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
4,844
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
616
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
Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
4201
Balanced Rock Investment Advisors
Massachusetts
$395K
RF
4202
RHS Financial
California
$395K
MCM
4203
MontVue Capital Management
Virginia
$394K
MAV
4204
Mason & Associates (Virginia)
Virginia
$394K
PCA
4205
Providence Capital Advisors
North Carolina
$394K
HWA
4206
Hilltop Wealth Advisors
North Carolina
$393K
KCAM
4207
Kagan Cocozza Asset Management
New Jersey
$393K
IWA
4208
IBEX Wealth Advisors
New Jersey
$391K
BWM
4209
BNC Wealth Management
Oregon
$391K
EWM
4210
Evolution Wealth Management
Florida
$391K
CAM
4211
Concorde Asset Management
Michigan
$391K
KIG
4212
Kessler Investment Group
Indiana
$390K
HIMS
4213
Hager Investment Management Services
New Hampshire
$390K
WAM
4214
Walker Asset Management
Missouri
$390K
KCM
4215
Key Capital Management
Tennessee
$389K
JSA
4216
Jacobson & Schmitt Advisors
Wisconsin
$389K
BCA
4217
Bay Capital Advisors
Virginia
$388K
FS
4218
Ferguson Shapiro
Georgia
$388K
CCG
4219
Chatham Capital Group
Georgia
$387K
CWMS
4220
Cannon Wealth Management Services
North Carolina
$387K
CL
4221
COWA LLC
Oklahoma
$386K
SEA
4222
Stegent Equity Advisors
Texas
$386K
SWM
4223
Shakespeare Wealth Management
Wisconsin
$386K
BA
4224
Brightwater Advisory
Florida
$384K
AA
4225
ACT Advisors
North Carolina
$384K