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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
WA1
2001
Wimmer Associates 1
California
$3.78M +$28K +57 +0.7%
WC
2002
Wynn Capital
Georgia
$3.78M -$52K -106 -1%
AP
2003
Anchyra Partners
Georgia
$3.78M +$81K +165 +2%
KNW
2004
Kesler Norman & Wride
Utah
$3.78M -$22.6K -46 -0.6%
AO
2005
Advisor OS
Illinois
$3.77M +$287K +585 +8%
HCMG
2006
Howard Capital Management Group
California
$3.77M +$145K +295 +4%
AWM
2007
Accurate Wealth Management
Florida
$3.76M +$472K +961 +14%
LFA
2008
Laraway Financial Advisors
Minnesota
$3.75M -$245K -500 -6%
CP
2009
Cornerstone Planning
North Carolina
$3.75M +$34.4K +70 +0.9%
DAM
2010
Deltec Asset Management
New York
$3.74M -$376K -765 -9%
MB
2011
MidFirst Bank
Oklahoma
$3.74M +$1.62M +3,302 +73%
GCIG
2012
Grand Central Investment Group
Florida
$3.72M +$179K +364 +5%
PPW
2013
Parcion Private Wealth
Washington
$3.71M -$25K -51 -0.7%
IRAG
2014
Investment Research & Advisory Group
Georgia
$3.71M +$7.85K +16 +0.2%
R
2015
Rebalance
California
$3.71M -$69.2K -141 -2%
CPA
2016
Cathy Pareto & Associates
Florida
$3.7M -$85.9K -175 -2%
GC
2017
Guidance Capital
Kentucky
$3.69M +$180K +367 +5%
TAP
2018
Tounjian Advisory Partners
Florida
$3.68M -$209K -426 -5%
CWG
2019
Crown Wealth Group
North Carolina
$3.68M -$26K -53 -0.7%
PTCG
2020
Pring Turner Capital Group
California
$3.68M
DHC
2021
Drum Hill Capital
Connecticut
$3.68M +$28.5K +58 +0.8%
ACM
2022
Ashford Capital Management
Delaware
$3.68M +$295K +600 +8%
HP
2023
Hikari Power
Japan
$3.67M
RZH
2024
Relyea Zuckerberg Hanson
Connecticut
$3.67M -$435K -886 -10%
NPFS
2025
Novak & Powell Financial Services
Florida
$3.67M -$61.4K -125 -2%