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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
ASG
4301
Ariston Services Group
California
$338K
HFF
4302
Halter Ferguson Financial
Indiana
$338K
OC
4303
OxenFree Capital
Florida
$338K
MWPCG
4304
Measured Wealth Private Client Group
New Hampshire
$336K
SRWM
4305
Shira Ridge Wealth Management
California
$336K
IAS
4306
Investment Advisory Services
Texas
$335K
MCG
4307
McCollum Christoferson Group
New York
$335K
SAM
4308
Sompo Asset Management
Japan
$335K
PWM
4309
Peck Wealth Management
New York
$335K
OSNBOA
4310
Old Second National Bank of Aurora
Illinois
$334K
FCC
4311
Flower City Capital
New York
$333K
TF
4312
Tenzing Financial
Virginia
$333K
OWA
4313
Oak Wealth Advisors
Illinois
$333K
ACM
4314
Aljian Capital Management
Nevada
$332K
PSA
4315
Plum Street Advisors
Louisiana
$331K
KFS
4316
Kaizen Financial Strategies
California
$331K
MG
4317
MilWealth Group
Wisconsin
$331K
SA
4318
SPG Advisors
Washington
$331K
RYA
4319
Richard Young Associates
Georgia
$331K
CF
4320
Carter Financial
California
$330K
OWM
4321
Orgel Wealth Management
Wisconsin
$329K
MWM
4322
Maltin Wealth Management
New Jersey
$329K
SIA
4323
Serenity Investment Advisors
Illinois
$328K
CFG
4324
Copley Financial Group
California
$328K
TCM
4325
TD Capital Management
Tennessee
$328K