BRK.B icon

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
CCG
851
Cypress Capital Group
Florida
$19.4M
NEWAS
852
N.E.W. Advisory Services
Wisconsin
$19.3M
OCA
853
OpenArc Corporate Advisory
Georgia
$19.3M
AC
854
Aldebaran Capital
Indiana
$19.3M
EWM
855
Edge Wealth Management
New York
$19.2M
SPC
856
Sigma Planning Corp
Michigan
$19.1M
Vontobel Holding
857
Vontobel Holding
Switzerland
$19M
MWM
858
Modera Wealth Management
New Jersey
$19M
EI
859
EFG International
$18.9M
LFG
860
Lazard Frères Gestion
France
$18.9M
FCBT
861
First Citizens Bank & Trust
North Carolina
$18.8M
GWMR
862
GC Wealth Management RIA
Massachusetts
$18.8M
FSA
863
Financial Security Advisor
Virginia
$18.7M
HTC
864
Haverford Trust Company
Pennsylvania
$18.7M
TWM
865
TLW Wealth Management
Florida
$18.7M
WM
866
WS Management
Florida
$18.7M
PCG
867
Prosperity Consulting Group
Maryland
$18.7M
KWM
868
Koa Wealth Management
California
$18.6M
SCM
869
Steele Capital Management
Iowa
$18.6M
KJWM
870
Kiley Juergens Wealth Management
Washington
$18.5M
VAS
871
Vestmark Advisory Solutions
Massachusetts
$18.5M
VVP
872
Venture Visionary Partners
Ohio
$18.5M
AG
873
Ascent Group
Virginia
$18.5M
RMA
874
Roffman Miller Associates
Pennsylvania
$18.5M
AC
875
AlphaCore Capital
California
$18.4M