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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
WIP
4626
WealthCare Investment Partners
Rhode Island
$218K
LC
4627
Luminist Capital
Michigan
$218K
DIA
4628
Davidson Investment Advisors
Montana
$218K
DWS
4629
Dynamic Wealth Strategies
California
$217K
ZWA
4630
Zinnia Wealth Advisory
Florida
$216K
BW
4631
BostonPremier Wealth
Massachusetts
$216K
F8IS
4632
Figure 8 Investment Strategies
Idaho
$216K
I
4633
InvesTrust
Oklahoma
$216K
LFA
4634
LifeGuide Financial Advisors
Pennsylvania
$216K
CP
4635
Cumberland Partners
Ontario, Canada
$216K
SICM
4636
Sustainable Insight Capital Management
New York
$215K
NIWA
4637
New Insight Wealth Advisors
California
$215K
MWM
4638
Melfa Wealth Management
Massachusetts
$214K
EWS
4639
Eagle Wealth Strategies
New Jersey
$213K
CLP
4640
Charis Legacy Partners
Texas
$212K
LFIA
4641
Legacy Financial Independent Advisors
Kentucky
$212K
JWM
4642
Jeppson Wealth Management
California
$212K
IG
4643
IFS Group
Pennsylvania
$211K
BWM
4644
Briggs Wealth Management
Connecticut
$211K
BCIM
4645
Bishop & Co Investment Management
Pennsylvania
$211K
EWM
4646
Endowment Wealth Management
Wisconsin
$210K
FCM
4647
Fieldview Capital Management
Michigan
$210K
SSA
4648
Schonfeld Strategic Advisors
New York
$210K
CC
4649
Cultivar Capital
Texas
$208K
BAM
4650
Broyhill Asset Management
North Carolina
$207K