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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 223 funds opening new positions, 1,935 increasing their positions, 2,011 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: 2,011

5% less capital invested

Capital invested by funds: $458B → $436B (-$22B)

4% less funds holding in top 10

Funds holding in top 10: 642614 (-28)

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
GSEP
1051
Golden State Equity Partners
California
$13M
WRM
1052
Weybosset Research & Management
Rhode Island
$13M
AC
1053
Annandale Capital
Texas
$13M
CI Investments Inc
1054
CI Investments Inc
Ontario, Canada
$12.9M
FLPIM
1055
F.L. Putnam Investment Management
Massachusetts
$12.9M
DWM
1056
Diversify Wealth Management
Utah
$12.9M
GMA
1057
Glassy Mountain Advisors
Maryland
$12.9M
ZF
1058
Zhang Financial
Michigan
$12.9M
CA
1059
Cornerstone Advisors
North Carolina
$12.9M
HH
1060
Hilltop Holdings
Texas
$12.9M
LWL
1061
Leo Wealth LLC
Texas
$12.9M
CBTWT
1062
Community Bank & Trust (Waco, Texas)
Texas
$12.8M
ONSWM
1063
Old North State Wealth Management
North Carolina
$12.8M
BIA
1064
Beacon Investment Advisors
Maryland
$12.7M
CFGSD
1065
Compass Financial Group (South Dakota)
South Dakota
$12.7M
AWA
1066
Aaron Wealth Advisors
Illinois
$12.7M
SPC
1067
Spirepoint Private Client
Florida
$12.7M
CTI
1068
Community Trust & Investment
Kentucky
$12.7M
AG
1069
AlTi Global
New York
$12.6M
BCA
1070
Bay Colony Advisors
Massachusetts
$12.6M
SWA
1071
Stratos Wealth Advisors
Ohio
$12.4M
BPWM
1072
BCS Private Wealth Management
New Jersey
$12.4M
MA
1073
Montag & Associates
Georgia
$12.4M
SIM
1074
Sterling Investment Management
Arizona
$12.4M
BCV
1075
Banque Cantonale Vaudoise
Switzerland
$12.4M