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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
PDM
4401
Penn Davis McFarland
Texas
$309K
JSAM
4402
J. Safra Asset Management
New York
$308K
KRW
4403
Kaufman Rossin Wealth
Florida
$308K
SFC
4404
Swisher Financial Concepts
Ohio
$308K
SFS
4405
Sunrise Financial Services
Washington
$307K
BWS
4406
Buck Wealth Strategies
Colorado
$305K
E3F
4407
Eight 31 Financial
Texas
$305K
NCM
4408
Narwhal Capital Management
Georgia
$305K
PFM
4409
Peak Financial Management
Massachusetts
$304K
MIM
4410
Montgomery Investment Management
Maryland
$304K
BBWP
4411
Beacon Bridge Wealth Partners
Pennsylvania
$303K
ELM
4412
Elite Life Management
Florida
$303K
OQS
4413
Occudo Quantitative Strategies
Florida
$303K
HP
4414
Haven Private
Florida
$302K
SWR
4415
Spahn Wealth & Retirement
Arizona
$302K
PW
4416
PUREfi Wealth
Massachusetts
$301K
HA
4417
Hegarty Advisors
New York
$301K
BCM
4418
Bienville Capital Management
New York
$300K
LWA
4419
LifeGoal Wealth Advisors
New York
$300K
CW
4420
Code Waechter
Florida
$300K
GOCP
4421
Great Oak Capital Partners
Massachusetts
$299K
TSS
4422
Two Sigma Securities
New York
$299K
GIA
4423
Gem Investment Advisors
New Jersey
$299K
TIA
4424
Tandem Investment Advisors
South Carolina
$299K
MGI
4425
MayTech Global Investments
New York
$298K