We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

4,847 hedge funds and large institutions have $436B invested in Berkshire Hathaway Class B in 2026 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,942 increasing their positions, 2,025 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 161

36% more call options, than puts

Call options by funds: $9.98B | Put options by funds: $7.33B

1% less funds holding

Funds holding: 4,8744,847 (-27)

0.84% less ownership

Funds ownership: 66.35%65.51% (-0.84%)

4% less repeat investments, than reductions

Existing positions increased: 1,942 | Existing positions reduced: 2,025

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
4,847
Holders Change
-27
Holders Change %
-0.55%
% of All Funds
59.71%
Holding in Top 10
616
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-4.2%
% of All Funds
7.59%
New
227
Increased
1,942
Reduced
2,025
Closed
161
Calls
$9.98B
Puts
$7.33B
Net Calls
+$2.65B
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
1076
BCS Private Wealth Management
New Jersey
$12.4M +$1.41M +2,879 +13%
MA
1077
Montag & Associates
Georgia
$12.4M +$1.52M +3,105 +14%
SIM
1078
Sterling Investment Management
Arizona
$12.4M -$1.98M -4,032 -13%
BCV
1079
Banque Cantonale Vaudoise
Switzerland
$12.4M +$785K +1,599 +7%
WT
1080
Washington Trust
Rhode Island
$12.4M -$367K -747 -3%
KWA
1081
Kingswood Wealth Advisors
California
$12.3M +$477K +972 +4%
WP
1082
Walleye Partners
Wisconsin
$12.3M +$48.1K +98 +0.4%
CA
1083
Crewe Advisors
Utah
$12.3M +$106K +216 +0.9%
CWG
1084
Cornerstone Wealth Group
North Carolina
$12.3M +$875K +1,783 +7%
Harris Associates
1085
Harris Associates
Illinois
$12.2M -$275K -560 -2%
ZIM
1086
Zacks Investment Management
Illinois
$12.2M -$111K -227 -0.9%
RSWM
1087
Robertson Stephens Wealth Management
California
$12.2M -$511K -1,040 -4%
SFS
1088
Summit Financial Strategies
Ohio
$12.2M -$319K -650 -2%
VA
1089
Valor Advisors
Florida
$12.1M
Financial Engines Advisors
1090
Financial Engines Advisors
California
$12.1M -$531K -1,082 -4%
BCPWM
1091
Bradley & Co Private Wealth Management
Florida
$12.1M +$768K +1,565 +7%
HSA
1092
HBK Sorce Advisory
Pennsylvania
$12.1M -$934K -1,902 -7%
IIC
1093
Ironwood Investment Counsel
Arizona
$12M +$192K +391 +2%
MTC
1094
McDaniel Terry & Co
Texas
$12M
AFG
1095
Allegheny Financial Group
Pennsylvania
$12M +$13.7K +28 +0.1%
CTA
1096
Colonial Trust Advisors
South Carolina
$12M +$125K +255 +1%
DWT
1097
Dorsey & Whitney Trust
South Dakota
$12M +$206K +419 +2%
JRP
1098
Jasper Ridge Partners
California
$12M
SIG
1099
Sargent Investment Group
Maryland
$12M +$128K +261 +1%
CCM
1100
Carmel Capital Management
California
$12M -$24.5K -50 -0.2%