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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
VPWA
4226
Vestia Personal Wealth Advisors
Indiana
$370K
DRD
4227
Dennis R. Delaney
$369K
CIS
4228
Connors Investor Services
Pennsylvania
$369K
ISWM
4229
Independent Solutions Wealth Management
New York
$369K
SPI
4230
Strategic Planning Inc
Ohio
$369K
KDA
4231
Kraft Davis & Associates
Missouri
$367K
MA
4232
MSA Advisors
California
$367K
MAG
4233
Members Advisory Group
New York
$367K
PFA
4234
Pathway Financial Advisors
Vermont
$365K
GFG
4235
Grantvest Financial Group
New Jersey
$365K
MMM
4236
Mendel Money Management
Illinois
$365K
SSA
4237
Shepherd Street Advisors
California
$365K
IWA
4238
IVC Wealth Advisors
Pennsylvania
$365K
IA
4239
Invested Advisors
Pennsylvania
$364K
CB
4240
Community Bank
New York
$364K
MF
4241
Meridian Financial
Massachusetts
$364K
ERWM
4242
E&R Wealth Management
South Carolina
$364K
UIM
4243
Unified Investment Management
Georgia
$363K
FBC
4244
Fairfield, Bush & Co
Connecticut
$363K
KFGG
4245
Keystone Financial Group (Georgia)
Georgia
$362K
FFG
4246
Floyd Financial Group
Missouri
$362K
EFH
4247
Eaton Financial Holdings
Florida
$361K
FFL
4248
Financial Freedom LLC
Ohio
$360K
LWM
4249
Lighthouse Wealth Management
Ohio
$360K
BWM
4250
Biltmore Wealth Management
Arizona
$360K