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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
LF
601
Lee Financial
Texas
$33.9M
CG
602
Caprock Group
Idaho
$33.6M
GWM
603
Geneos Wealth Management
Colorado
$33.5M
AT
604
Avalon Trust
New Mexico
$33.5M
PMG
605
ProVise Management Group
Florida
$33.4M
VT
606
Vise Technologies
New York
$33.3M
SRC
607
Shufro Rose & Co
New York
$33.3M
AMCA
608
Arthur M. Cohen & Associates
Illinois
$33.1M
SNB
609
Security National Bank
Nebraska
$33.1M
LCAM
610
London & Capital Asset Management
United Kingdom
$33.1M
MGP
611
Metis Global Partners
California
$33M
TAM
612
Titleist Asset Management
Texas
$32.8M
WIC
613
Whitegate Investment Counselors
New Hampshire
$32.8M
SBWIC
614
Schaper Benz & Wise Investment Counsel
Wisconsin
$32.7M
MMA
615
Miracle Mile Advisors
California
$32.6M
FWCM
616
Ferguson Wellman Capital Management
Oregon
$32.6M
ASN
617
Advisory Services Network
Georgia
$32.5M
WPIC
618
White Pine Investment Company
Michigan
$32.5M
DT
619
Diversified Trust
Tennessee
$32.5M
CIA
620
Choate Investment Advisors
Massachusetts
$32.4M
CGF
621
Constant Guidance Financial
Massachusetts
$32.3M
TC
622
Trilogy Capital
California
$32.1M
WANY
623
Wealthspire Advisors (New York)
New York
$32M
WP
624
WealthPLAN Partners
Nebraska
$31.9M
BMSSC
625
B. Metzler seel. Sohn & Co
Germany
$31.8M