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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
59.71%
Holding in Top 10
616
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-4.2%
% of All Funds
7.58%
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
RI
1951
Rinkey Investments
California
$3.96M +$124K +253 +3%
SFGP
1952
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.96M +$54K +110 +1%
HIM
1953
Harbour Investment Management
Washington
$3.95M -$441K -899 -10%
FFG
1954
Fiduciary Financial Group
California
$3.95M +$408K +832 +11%
CCC
1955
Compass Capital Corp
Massachusetts
$3.94M +$434K +884 +12%
FDS
1956
Freedom Day Solutions
Texas
$3.94M +$1.96K +4 +0%
LSA
1957
Leonteq Securities AG
Switzerland
$3.94M -$1.54M -3,133 -28%
BFWM
1958
Bright Futures Wealth Management
New York
$3.94M +$4.03M +8,215 New
EGA
1959
E&G Advisors
Texas
$3.94M -$37.8K -77 -0.9%
LAM
1960
Lewis Asset Management
California
$3.93M -$120K -244 -3%
Kayne Anderson Rudnick Investment Management
1961
Kayne Anderson Rudnick Investment Management
California
$3.93M +$1.38M +2,809 +52%
FWI
1962
Facet Wealth Inc
Maryland
$3.93M +$975K +1,986 +32%
FHWM
1963
Fox Hill Wealth Management
Massachusetts
$3.93M -$108K -220 -3%
CIAS
1964
CFS Investment Advisory Services
New Jersey
$3.92M +$418K +851 +11%
OL
1965
Optas LLC
Texas
$3.91M -$244K -498 -6%
PPWM
1966
Paragon Private Wealth Management
Kentucky
$3.91M -$282K -575 -7%
CCA
1967
Childress Capital Advisors
Texas
$3.9M -$262K -533 -6%
NG
1968
Novem Group
New York
$3.9M -$114K -232 -3%
PMIA
1969
Patrick Mauro Investment Advisor
Illinois
$3.9M +$1.34M +2,725 +50%
TW
1970
Tempo Wealth
Ohio
$3.9M +$133K +271 +3%
AWM
1971
Activest Wealth Management
Florida
$3.89M +$1.75M +3,572 +78%
FM
1972
Freemont Management
Switzerland
$3.88M -$393K -800 -9%
MGWM
1973
Marks Group Wealth Management
Minnesota
$3.87M -$895K -1,824 -18%
RA
1974
Rise Advisors
New York
$3.87M -$354K -721 -8%
FAOAI
1975
Fund Advisors of America Inc
Florida
$3.87M -$691K -1,407 -15%