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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
EPW
1201
Evolve Private Wealth
California
$10.1M +$1.16M +2,373 +13%
AWE
1202
Avidian Wealth Enterprises
Texas
$10.1M +$487K +992 +5%
AIMC
1203
Alley Investment Management Company
Illinois
$10.1M -$1.67M -3,394 -14%
CT
1204
Caldwell Trust
Florida
$10M +$85.9K +175 +0.8%
MWA
1205
Muirfield Wealth Advisors
North Carolina
$9.99M +$29K +59 +0.3%
CFG
1206
Cooper Financial Group
California
$9.98M +$1.33M +2,715 +15%
IGAM
1207
iA Global Asset Management
Quebec, Canada
$9.97M -$15.3M -31,104 -60%
JPWM
1208
Jamison Private Wealth Management
Georgia
$9.96M +$275K +561 +3%
BPCE
1209
Bank Pictet & Cie (Europe)
Germany
$9.93M -$2.02M -4,120 -17%
SW
1210
SVB Wealth
Massachusetts
$9.91M -$1.01M -2,050 -9%
DDC
1211
DF Dent & Co
Maryland
$9.89M -$356K -725 -3%
SF
1212
Seros Financial
Arizona
$9.88M -$1.52M -3,103 -13%
CW
1213
Channel Wealth
California
$9.87M +$882K +1,796 +10%
PIA
1214
Perennial Investment Advisors
California
$9.86M +$693K +1,411 +7%
KFA
1215
Kelleher Financial Advisors
New York
$9.86M +$1.06M +2,169 +12%
CCM
1216
Corsair Capital Management
New York
$9.85M
MIC
1217
Means Investment Company
Maine
$9.81M -$40.3K -82 -0.4%
OPW
1218
Osprey Private Wealth
New York
$9.81M +$703K +1,433 +8%
TNBTD
1219
Trustmark National Bank Trust Department
Mississippi
$9.79M -$1.27M -2,578 -11%
SGCA
1220
Steel Grove Capital Advisors
Tennessee
$9.77M -$41.7K -85 -0.4%
LCS
1221
Luma Capital SA
$9.76M +$10M +20,376 New
FA
1222
Fagan Associates
New York
$9.76M +$421K +857 +4%
TAM
1223
Trust Asset Management
Texas
$9.75M
PK
1224
Pflug Koory
Nebraska
$9.74M +$79.5K +162 +0.8%
SHGA
1225
Sand Hill Global Advisors
California
$9.73M +$616K +1,255 +7%