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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 226 funds opening new positions, 1,943 increasing their positions, 2,025 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 226 | 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: 4,8764,847 (-29)

0.84% less ownership

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

4% less repeat investments, than reductions

Existing positions increased: 1,943 | 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
-29
Holders Change %
-0.59%
% 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
226
Increased
1,943
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
PIM
1326
Penobscot Investment Management
Massachusetts
$8.37M +$49.6K +101 +0.6%
CWM
1327
Connecticut Wealth Management
Connecticut
$8.36M -$340K -692 -4%
GCM
1328
Gibraltar Capital Management
Oklahoma
$8.35M +$56.9K +116 +0.7%
IWA
1329
Integrity Wealth Advisors
California
$8.33M +$1.73M +3,524 +25%
LWANC
1330
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.3M +$52K +106 +0.6%
TL
1331
Tradewinds LLC
North Carolina
$8.28M -$692K -1,410 -7%
BWP
1332
Baldwin Wealth Partners
Massachusetts
$8.27M -$249K -508 -3%
DA
1333
DCM Advisors
New York
$8.26M +$4.42K +9 +0.1%
ABTD
1334
Arvest Bank Trust Division
Oklahoma
$8.26M -$120K -244 -1%
MCM
1335
McDonough Capital Management
Florida
$8.25M -$556K -1,133 -6%
PP
1336
Pacifica Partners
Canada
$8.25M +$8.45M +17,206 New
BZWA
1337
Blue Zone Wealth Advisors
California
$8.24M -$56.5K -115 -0.7%
SFO
1338
Stenger Family Office
Illinois
$8.2M +$634K +1,292 +8%
EFG
1339
Ethos Financial Group
Pennsylvania
$8.2M -$10.3K -21 -0.2%
APP
1340
Avantax Planning Partners
Iowa
$8.19M +$1.24M +2,528 +17%
FTC
1341
Farmers Trust Company
Ohio
$8.19M +$7.19M +14,646 +600%
NAM
1342
NorthCrest Asset Manangement
Minnesota
$8.17M +$4.93M +10,053 +142%
GPFA
1343
Game Plan Financial Advisors
Ohio
$8.17M +$976K +1,989 +13%
PFBT
1344
Parkside Financial Bank & Trust
Missouri
$8.15M -$106K -215 -1%
PAM
1345
Pegasus Asset Management
New York
$8.14M +$74.6K +152 +0.9%
PA
1346
Profund Advisors
Maryland
$8.14M -$2.07M -4,223 -20%
EPW
1347
Evergreen Private Wealth
Colorado
$8.13M +$29K +59 +0.3%
3IP
1348
3Chopt Investment Partners
Virginia
$8.12M +$214K +436 +3%
CI
1349
Cigna Investments
Connecticut
$8.11M -$94.3K -192 -1%
CIAS
1350
Capital Investment Advisory Services
North Carolina
$8.11M +$161K +328 +2%