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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
BC
4326
Brio Consultants
California
$328K
PAM
4327
Peninsula Asset Management
Florida
$327K
LWM
4328
Latko Wealth Management
Illinois
$327K
GWM
4329
Greenline Wealth Management
Florida
$326K
CRI
4330
Commonwealth Retirement Investments
Virginia
$326K
SLG
4331
Stanley-Laman Group
Pennsylvania
$326K
SFPG
4332
Stonebridge Financial Planning Group
Florida
$326K
APW
4333
Acima Private Wealth
Virginia
$325K
XFP
4334
Xena Financial Planning
Oregon
$325K
SWM
4335
Stronghold Wealth Management
Florida
$325K
CCMW
4336
Cypress Capital Management (Wyoming)
Wyoming
$325K
RFM
4337
Royal Fund Management
Florida
$324K
BLWM
4338
Bucket List Wealth Management
Florida
$324K
PIA
4339
Petredis Investment Advisors
Pennsylvania
$323K
HWM
4340
Howard Wealth Management
Connecticut
$323K
AIM
4341
Arcadia Investment Management
Michigan
$323K
DT
4342
DV Trading
Illinois
$323K
AWM
4343
Austin Wealth Management
Texas
$323K
DWA
4344
Dougherty Wealth Advisers
Minnesota
$323K
MCWA
4345
Meadow Creek Wealth Advisors
Georgia
$322K
HBS
4346
Howard Bailey Securities
Indiana
$322K
RHAM
4347
Round Hill Asset Management
California
$321K
BLFG
4348
Brian Low Financial Group
Louisiana
$321K
SIMC
4349
Squire Investment Management Company
Utah
$319K
OIS
4350
OneAscent Investment Solutions
Alabama
$319K