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Berkshire Hathaway Class B

4,845 hedge funds and large institutions have $436B invested in Berkshire Hathaway Class B in 2026 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,942 increasing their positions, 2,024 reducing their positions, and 161 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: 1,942 | Existing positions reduced: 2,024

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
4,845
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
616
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
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
1201
Evolve Private Wealth
California
$10.1M
AWE
1202
Avidian Wealth Enterprises
Texas
$10.1M
AIMC
1203
Alley Investment Management Company
Illinois
$10.1M
CT
1204
Caldwell Trust
Florida
$10M
MWA
1205
Muirfield Wealth Advisors
North Carolina
$9.99M
CFG
1206
Cooper Financial Group
California
$9.98M
IGAM
1207
iA Global Asset Management
Quebec, Canada
$9.97M
JPWM
1208
Jamison Private Wealth Management
Georgia
$9.96M
BPCE
1209
Bank Pictet & Cie (Europe)
Germany
$9.93M
SW
1210
SVB Wealth
Massachusetts
$9.91M
DDC
1211
DF Dent & Co
Maryland
$9.89M
SF
1212
Seros Financial
Arizona
$9.88M
CW
1213
Channel Wealth
California
$9.87M
PIA
1214
Perennial Investment Advisors
California
$9.86M
KFA
1215
Kelleher Financial Advisors
New York
$9.86M
CCM
1216
Corsair Capital Management
New York
$9.85M
MIC
1217
Means Investment Company
Maine
$9.81M
OPW
1218
Osprey Private Wealth
New York
$9.81M
TNBTD
1219
Trustmark National Bank Trust Department
Mississippi
$9.79M
SGCA
1220
Steel Grove Capital Advisors
Tennessee
$9.77M
LCS
1221
Luma Capital SA
$9.76M
FA
1222
Fagan Associates
New York
$9.76M
TAM
1223
Trust Asset Management
Texas
$9.75M
PK
1224
Pflug Koory
Nebraska
$9.74M
SHGA
1225
Sand Hill Global Advisors
California
$9.73M