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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: 4,8774,847 (-30)

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
-30
Holders Change %
-0.62%
% 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
PWM
1451
Palumbo Wealth Management
New York
$7.07M +$450K +916 +7%
D
1452
Drystone
Virginia
$7.06M
CPA
1453
Cardiff Park Advisors
California
$7.05M -$1.77M -3,607 -20%
BWP
1454
Balboa Wealth Partners
Arizona
$7.05M -$175K -357 -2%
BFA
1455
Benedict Financial Advisors
Georgia
$7.05M -$117K -239 -2%
Arrowstreet Capital
1456
Arrowstreet Capital
Massachusetts
$7.04M -$27.4M -55,888 -79%
NFG
1457
Nadler Financial Group
Illinois
$7.02M -$1.49M -3,040 -17%
CL
1458
CLG LLC
California
$7.01M +$832K +1,694 +13%
WA
1459
Waddell & Associates
Tennessee
$7.01M +$7.36K +15 +0.1%
CT
1460
Colonial Trust
South Carolina
$7M -$76.1K -155 -1%
CWA
1461
Canvas Wealth Advisors
Kansas
$6.97M +$264K +537 +4%
PWG
1462
Private Wealth Group
Florida
$6.97M -$16.7K -34 -0.2%
WDA
1463
Wendell David Associates
New Hampshire
$6.97M +$98.2K +200 +1%
CCA
1464
Checchi Capital Advisers
California
$6.95M -$274K -559 -4%
NF
1465
Nvest Financial
New Hampshire
$6.95M +$210K +428 +3%
DWAM
1466
Duncan Williams Asset Management
Tennessee
$6.94M -$60.4K -123 -0.8%
SA
1467
Strategic Advisors
New York
$6.93M -$442K -901 -6%
WAM
1468
Wernau Asset Management
Massachusetts
$6.92M -$9.33K -19 -0.1%
C
1469
Certuity
Florida
$6.91M +$1.06M +2,168 +18%
VCM
1470
Versant Capital Management
Arizona
$6.9M +$953K +1,941 +16%
MWM
1471
MinichMacGregor Wealth Management
New York
$6.89M +$538K +1,096 +8%
KC
1472
Knuff & Co
California
$6.88M -$1.25M -2,546 -15%
MF
1473
Montis Financial
Massachusetts
$6.86M -$113K -230 -2%
SCG
1474
Sonata Capital Group
Washington
$6.85M -$9.82K -20 -0.1%
AA
1475
Advisory Alpha
Michigan
$6.85M +$528K +1,076 +8%