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Berkshire Hathaway Class B

4,850 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, 1,944 increasing their positions, 2,026 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: 4,8784,850 (-28)

0.84% less ownership

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

4% less repeat investments, than reductions

Existing positions increased: 1,944 | Existing positions reduced: 2,026

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
4,850
Holders Change
-28
Holders Change %
-0.57%
% of All Funds
59.72%
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
1,944
Reduced
2,026
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
IIA
1851
IPG Investment Advisors
California
$4.42M +$169K +344 +4%
RFN
1852
RDA Financial Network
Iowa
$4.41M +$111K +227 +3%
PWG
1853
Portside Wealth Group
Utah
$4.4M -$141K -288 -3%
WAM
1854
Weatherly Asset Management
California
$4.4M -$65.3K -133 -1%
RPGK
1855
Retirement Planning Group (Kansas)
Kansas
$4.4M +$305K +621 +7%
ACA
1856
Adirondack Capital Advisors
New York
$4.39M -$29.5K -60 -0.7%
WSC
1857
Wellington Shields & Co
New York
$4.39M +$247K +503 +6%
NL
1858
NVWM LLC
Pennsylvania
$4.38M -$634K -1,292 -12%
SCM
1859
Stonebridge Capital Management
California
$4.38M +$4.49M +9,147 New
CT
1860
Chicago Trust
Illinois
$4.38M -$1.36M -2,766 -23%
QCM
1861
Qsemble Capital Management
New York
$4.37M +$4.48M +9,122 New
MA
1862
Modus Advisors
Minnesota
$4.37M -$289K -588 -6%
AF
1863
Arrow Financial
New York
$4.37M -$167K -340 -4%
FGAM
1864
Financial Gravity Asset Management
Texas
$4.37M +$103K +209 +2%
VNA
1865
Valley National Advisers
Pennsylvania
$4.36M +$5.89K +12 +0.1%
CWMGO
1866
Capstone Wealth Management Group (Oregon)
Oregon
$4.35M +$39.3K +80 +0.9%
CWP
1867
CFM Wealth Partners
Texas
$4.35M -$309K -629 -6%
QWM
1868
Quadcap Wealth Management
Texas
$4.34M -$61.4K -125 -1%
RBFC
1869
Roman Butler Fullerton & Co
Missouri
$4.34M -$89.3K -182 -2%
TIA
1870
Tiemann Investment Advisors
California
$4.34M +$31.9K +65 +0.7%
PWA
1871
Phoenix Wealth Advisors
North Carolina
$4.34M
GWCM
1872
Godshalk Welsh Capital Management
Pennsylvania
$4.33M -$258K -525 -5%
FWA
1873
FSM Wealth Advisors
Ohio
$4.33M -$146K -298 -3%
RL
1874
Ruffer LLP
United Kingdom
$4.33M
BFPW
1875
BOK Financial Private Wealth
Colorado
$4.32M +$42.7K +87 +1%