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Berkshire Hathaway Class B

4,822 hedge funds and large institutions have $436B invested in Berkshire Hathaway Class B in 2026 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 1,938 increasing their positions, 2,012 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 1,938 | Existing positions reduced: 2,012

5% less capital invested

Capital invested by funds: $458B → $436B (-$21.7B)

4% less funds holding in top 10

Funds holding in top 10: 642614 (-28)

Holders
4,822
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
614
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.98B
Puts
$7.33B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2001
Accurate Wealth Management
Florida
$3.76M
LFA
2002
Laraway Financial Advisors
Minnesota
$3.75M
CP
2003
Cornerstone Planning
North Carolina
$3.75M
DAM
2004
Deltec Asset Management
New York
$3.74M
MB
2005
MidFirst Bank
Oklahoma
$3.74M
GCIG
2006
Grand Central Investment Group
Florida
$3.72M
PPW
2007
Parcion Private Wealth
Washington
$3.71M
IRAG
2008
Investment Research & Advisory Group
Georgia
$3.71M
R
2009
Rebalance
California
$3.71M
CPA
2010
Cathy Pareto & Associates
Florida
$3.7M
GC
2011
Guidance Capital
Kentucky
$3.69M
TAP
2012
Tounjian Advisory Partners
Florida
$3.68M
CWG
2013
Crown Wealth Group
North Carolina
$3.68M
PTCG
2014
Pring Turner Capital Group
California
$3.68M
DHC
2015
Drum Hill Capital
Connecticut
$3.68M
ACM
2016
Ashford Capital Management
Delaware
$3.68M
HP
2017
Hikari Power
Japan
$3.67M
RZH
2018
Relyea Zuckerberg Hanson
Connecticut
$3.67M
NPFS
2019
Novak & Powell Financial Services
Florida
$3.67M
BCG
2020
Breakwater Capital Group
New Jersey
$3.66M
LFA
2021
Legacy Financial Advisors
Kentucky
$3.65M
GFP
2022
Guardian Financial Partners
California
$3.65M
IWM
2023
Iams Wealth Management
Nebraska
$3.65M
EAM
2024
Erste Asset Management
Austria
$3.65M
FMB
2025
Field & Main Bank
Kentucky
$3.64M