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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
RWP
4651
Ridgeline Wealth Planning
Ohio
$207K
HNWA
4652
Henrickson Nauta Wealth Advisors
Michigan
$207K
GFG
4653
GR Financial Group
Arizona
$206K
GLF
4654
Groupe la Francaise
France
$206K
RW
4655
Rockport Wealth
Ohio
$206K
JWM
4656
JDH Wealth Management
California
$206K
TFA
4657
TPG Financial Advisors
Oregon
$206K
AP
4658
Advisortrust Partners
North Carolina
$206K
NFS
4659
NewCorp Financial Services
Georgia
$206K
CWA
4660
Carolina Wealth Advisors
South Carolina
$205K
OS
4661
Objectivity Squared
South Carolina
$205K
FP
4662
Fiduciary Planning
Florida
$205K
CRA
4663
Clear Retirement Advice
California
$203K
AAS
4664
AdviceOne Advisory Services
Connecticut
$202K
FPWM
4665
Five Pine Wealth Management
Idaho
$202K
KA
4666
Kooman & Associates
Pennsylvania
$202K
SI
4667
Stirlingshire Investments
New York
$201K
OWA
4668
OakTrust Wealth Advisors
Connecticut
$201K
PC
4669
Purewater Capital
Texas
$201K
DJFS
4670
Dean Jacobson Financial Services
Texas
$201K
SC
4671
Steph & Co
Wisconsin
$200K
DF
4672
DecisionPoint Financial
Arizona
$200K
VR
4673
Vision Retirement
New Jersey
$199K
MMCM
4674
Murphy & Mullick Capital Management
New York
$198K
FDW
4675
Fourth Dimension Wealth
Ohio
$195K