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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
MAS
4501
MPWM Advisory Solutions
Georgia
$261K
SF
4502
Slagle Financial
Illinois
$261K
FA
4503
Fedenia Advisers
Wisconsin
$260K
BFAG
4504
Blackston Financial Advisory Group
Florida
$260K
PWA
4505
Portus Wealth Advisors
North Carolina
$259K
DGL
4506
Dala Group, LLC
Illinois
$259K
HPWM
4507
High Point Wealth Management
New Jersey
$259K
AWM
4508
Able Wealth Management
New Jersey
$258K
DFP
4509
Donalies Financial Planning
District of Columbia
$257K
FWWM
4510
Fiscal Wisdom Wealth Management
Connecticut
$257K
TAWM
4511
Three Arch Wealth Management
California
$256K
VWMG
4512
Virginia Wealth Management Group
Virginia
$256K
SIA
4513
Sit Investment Associates
Minnesota
$255K
DWM
4514
DKM Wealth Management
California
$254K
CWD
4515
Clarity Wealth Development
Oregon
$253K
CPA
4516
Compass Planning Associates
Massachusetts
$252K
AWM
4517
Aureum Wealth Management
Florida
$252K
KC
4518
Kinloch Capital
Virginia
$252K
BCFS
4519
Butensky & Cohen Financial Security
Florida
$252K
GWM
4520
Grand Wealth Management
Michigan
$251K
MFG
4521
Mainsail Financial Group
Washington
$251K
NCG
4522
Newport Capital Group
New Jersey
$251K
AI
4523
Auour Investments
Massachusetts
$251K
CTA
4524
Clear Trail Advisors
Texas
$251K
TMWM
4525
Taylor & Morgan Wealth Management
Michigan
$251K