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Berkshire Hathaway Class B

4,820 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, 1,936 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: 1,936 | 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
4,820
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
RYIA
1176
Roehl & Yi Investment Advisors
Oregon
$10.6M
CAM
1177
Clio Asset Management
Virginia
$10.5M
MIM
1178
Moseley Investment Management
Florida
$10.5M
FIB
1179
First Interstate Bank
Montana
$10.5M
NP
1180
Nilsine Partners
Colorado
$10.4M
FMWA
1181
Forvis Mazars Wealth Advisors
Missouri
$10.4M
SWM
1182
SpringVest Wealth Management
Texas
$10.4M
WC
1183
Woodstock Corp
Massachusetts
$10.3M
EFG
1184
Everest Financial Group
Minnesota
$10.3M
JSW
1185
Journey Strategic Wealth
New Jersey
$10.3M
TF
1186
Tompkins Financial
New York
$10.3M
OWIM
1187
Old West Investment Management
California
$10.2M
MWM
1188
Marietta Wealth Management
Georgia
$10.2M
RA
1189
Riverstone Advisors
Texas
$10.2M
WA
1190
Wealth Architects
California
$10.2M
CH
1191
Canton Hathaway
Rhode Island
$10.2M
BC
1192
Blackhill Capital
New Jersey
$10.2M
IB
1193
Intrust Bank
Kansas
$10.2M
CAC
1194
Certified Advisory Corp
Florida
$10.1M
ECP
1195
Epacria Capital Partners
Colorado
$10.1M
EPW
1196
Evolve Private Wealth
California
$10.1M
AWE
1197
Avidian Wealth Enterprises
Texas
$10.1M
AIMC
1198
Alley Investment Management Company
Illinois
$10.1M
CT
1199
Caldwell Trust
Florida
$10M
MWA
1200
Muirfield Wealth Advisors
North Carolina
$9.99M