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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
JWM
1776
Jackson Wealth Management
Florida
$4.75M -$54.5K -111 -1%
OFG
1777
Oxford Financial Group
Indiana
$4.75M -$162K -331 -3%
XSC
1778
X-Square Capital
Puerto Rico
$4.75M -$109K -222 -2%
WFA
1779
WJ Financial Advisors
Connecticut
$4.74M +$374K +761 +8%
ALC
1780
Alexander Labrunerie & Co
Missouri
$4.74M -$80K -163 -2%
WPWM
1781
Western Pacific Wealth Management
Illinois
$4.73M +$4.91K +10 +0.1%
CIAM
1782
Caitong International Asset Management
Hong Kong
$4.72M +$4.84M +9,859 New
MCM
1783
Mengis Capital Management
Oregon
$4.72M +$56.5K +115 +1%
WC
1784
Weil Company
California
$4.71M -$96.2K -196 -2%
FAT
1785
First American Trust
California
$4.71M +$44.2K +90 +0.9%
HCP
1786
Hardin Capital Partners
South Carolina
$4.7M +$125K +255 +3%
WPC
1787
Waters Parkerson & Co
Louisiana
$4.7M -$45.7K -93 -0.9%
HAG
1788
HF Advisory Group
Maryland
$4.7M +$463K +944 +11%
LFS
1789
Legacy Financial Strategies
Kansas
$4.7M -$72.2K -147 -1%
HWP
1790
Highline Wealth Partners
California
$4.69M -$157K -320 -3%
JWM
1791
JPL Wealth Management
Colorado
$4.68M -$29.5K -60 -0.6%
HFM
1792
Hartford Financial Management
Connecticut
$4.68M +$92.8K +189 +2%
ICM
1793
Islay Capital Management
Texas
$4.68M +$37.3K +76 +0.8%
Verition Fund Management
1794
Verition Fund Management
Connecticut
$4.68M -$16.8M -34,138 -78%
JSC
1795
J. Stern & Co
United Kingdom
$4.67M -$2.4B -4,893,596 -100%
GCA
1796
Gradient Capital Advisors
California
$4.67M +$112K +229 +2%
BSA
1797
Bull Street Advisors
Georgia
$4.67M -$11.3K -23 -0.2%
CMAI
1798
Capital Management Associates Inc
Minnesota
$4.66M +$414K +843 +9%
IFWM
1799
Institute for Wealth Management
Colorado
$4.66M -$48.1K -98 -1%
WWM
1800
Western Wealth Management
Colorado
$4.65M -$717K -1,461 -2%