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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
DCM
1601
Dudley Capital Management
Virginia
$5.9M +$125K +254 +2%
CWAG
1602
Compton Wealth Advisory Group
Virginia
$5.89M +$43.7K +89 +0.7%
PCM
1603
Pointe Capital Management
Michigan
$5.88M -$162K -330 -3%
SW
1604
SMART Wealth
Nebraska
$5.88M +$297K +604 +5%
BCM
1605
Brasada Capital Management
Texas
$5.87M -$1.25M -2,543 -17%
MPCA
1606
Madison Park Capital Advisors
Washington
$5.87M +$21.1K +43 +0.4%
TPWA
1607
TRUE Private Wealth Advisors
Oregon
$5.86M +$61.9K +126 +1%
CAG
1608
Curtis Advisory Group
California
$5.86M -$2.45K -5 -0%
SIA
1609
Soltis Investment Advisors
Utah
$5.85M -$330K -672 -5%
IFO
1610
Independent Family Office
New York
$5.85M +$445K +907 +8%
HWA
1611
HCR Wealth Advisors
California
$5.84M
GIP
1612
Granite Investment Partners
California
$5.84M +$256K +521 +4%
FFM
1613
Flagstone Financial Management
Nebraska
$5.81M -$34.9K -71 -0.6%
GCA
1614
Genesee Capital Advisors
New York
$5.81M -$123K -251 -2%
CC
1615
Courier Capital
New York
$5.79M +$53.5K +109 +0.9%
MSA
1616
Marino Stram & Associates
Massachusetts
$5.78M +$29.5K +60 +0.5%
BAAM
1617
Baker Avenue Asset Management
California
$5.77M +$489K +997 +9%
CP
1618
Clayton Partners
California
$5.77M +$15.7K +32 +0.3%
FAM
1619
Fenimore Asset Management
New York
$5.74M -$510K -1,039 -8%
MSR
1620
Main Street Research
Connecticut
$5.74M -$67.7K -138 -1%
UHC
1621
Union Heritage Capital
Michigan
$5.71M
RCM
1622
Ridgepath Capital Management
Tennessee
$5.71M -$1.74M -3,552 -23%
CII
1623
Capital International Inc
California
$5.7M +$2.96M +6,021 +102%
AA
1624
Ahara Advisors
New Jersey
$5.67M +$9.82K +20 +0.2%
CFP
1625
Catalyst Financial Partners
Massachusetts
$5.66M +$448K +913 +8%