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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
BFAG
4526
Blackston Financial Advisory Group
Florida
$260K
PWA
4527
Portus Wealth Advisors
North Carolina
$259K
DG
4528
Dala Group
Illinois
$259K
HPWM
4529
High Point Wealth Management
New Jersey
$259K
AWM
4530
Able Wealth Management
New Jersey
$258K
DFP
4531
Donalies Financial Planning
District of Columbia
$257K
FWWM
4532
Fiscal Wisdom Wealth Management
Connecticut
$257K
TAWM
4533
Three Arch Wealth Management
California
$256K
VWMG
4534
Virginia Wealth Management Group
Virginia
$256K
SIA
4535
Sit Investment Associates
Minnesota
$255K
DWM
4536
DKM Wealth Management
California
$254K
CWD
4537
Clarity Wealth Development
Oregon
$253K
CPA
4538
Compass Planning Associates
Massachusetts
$252K
AWM
4539
Aureum Wealth Management
Florida
$252K
KC
4540
Kinloch Capital
Virginia
$252K
BCFS
4541
Butensky & Cohen Financial Security
Florida
$252K
GWM
4542
Grand Wealth Management
Michigan
$251K
MFG
4543
Mainsail Financial Group
Washington
$251K
NCG
4544
Newport Capital Group
New Jersey
$251K
AI
4545
Auour Investments
Massachusetts
$251K
CTA
4546
Clear Trail Advisors
Texas
$251K
TMWM
4547
Taylor & Morgan Wealth Management
Michigan
$251K
SC
4548
Schubert & Co
Texas
$250K
UBV
4549
United Bank (Virginia)
Virginia
$250K
BDWCC
4550
B&D White Capital Company
Texas
$249K