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Berkshire Hathaway Class B

4,848 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: 4,8774,848 (-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
4,848
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
SGWP
1501
Sun Group Wealth Partners
California
$6.68M +$404K +822 +6%
TC
1502
Trust Company
Kansas
$6.68M -$519K -1,058 -7%
AFP
1503
Ausdal Financial Partners
Iowa
$6.67M +$43.7K +89 +0.6%
FMC
1504
First Merchants Corp
Indiana
$6.66M -$477K -972 -7%
KA
1505
Klingman & Associates
New York
$6.66M -$4.91K -10 -0.1%
RFP
1506
Root Financial Partners
California
$6.65M +$252K +514 +4%
QI
1507
Qtron Investments
Massachusetts
$6.65M +$1.96K +4 +0%
SNBOSCI
1508
Security National Bank of Sioux City Iowa
Iowa
$6.64M +$331K +674 +5%
RWB
1509
RMR Wealth Builders
New Jersey
$6.64M +$310K +632 +5%
SIAG
1510
Signet Investment Advisory Group
Rhode Island
$6.64M +$127K +259 +2%
TC
1511
Tsai Capital
New York
$6.62M +$1.82M +3,702 +37%
BTWM
1512
Baker Tilly Wealth Management
Wisconsin
$6.62M +$190K +387 +3%
SC
1513
Slow Capital
California
$6.61M +$708K +1,442 +12%
GAG
1514
GM Advisory Group
New York
$6.6M +$781K +1,591 +13%
BFA
1515
Bragg Financial Advisors
North Carolina
$6.58M -$11.3K -23 -0.2%
SLWA
1516
San Luis Wealth Advisors
California
$6.58M +$214K +436 +3%
KF
1517
Krilogy Financial
Missouri
$6.58M +$84.4K +172 +1%
AA
1518
Apriem Advisors
California
$6.57M -$278K -567 -4%
TSS
1519
Thomas Story & Son
Indiana
$6.57M -$20.1K -41 -0.3%
GWAG
1520
Garrett Wealth Advisory Group
Texas
$6.55M +$530K +1,080 +9%
ICM
1521
Intrepid Capital Management
Florida
$6.54M +$196K +400 +3%
OMC
1522
Overbrook Management Corp
New York
$6.54M -$181K -368 -3%
GFG
1523
Greystone Financial Group
Michigan
$6.53M -$6.58M -13,398 -50%
AB
1524
ANB Bank
Colorado
$6.52M -$37.8K -77 -0.6%
PJSIMP
1525
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.52M +$6.87K +14 +0.1%