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Berkshire Hathaway Class B

4,823 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, 2,013 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: 2,013

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
4,823
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
TLCM
2026
Twin Lakes Capital Management
California
$3.63M
CF
2027
Concorde Financial
Texas
$3.62M
ABWM
2028
Alpine Bank Wealth Management
Colorado
$3.62M
AAM
2029
Aureus Asset Management
Massachusetts
$3.61M
FFS
2030
Flavin Financial Services
Florida
$3.61M
MFS
2031
Mattson Financial Services
Michigan
$3.61M
BJF
2032
Blue Jean Financial
New York
$3.61M
GC
2033
Gibson Capital
Pennsylvania
$3.6M
BCM
2034
Bretton Capital Management
California
$3.59M
GCM
2035
G2 Capital Management
Ohio
$3.59M
DA
2036
Dover Advisors
Virginia
$3.59M
WFA
2037
Wellspring Financial Advisors
Ohio
$3.59M
CPW
2038
Cove Private Wealth
New York
$3.57M
GSIAS
2039
Garden State Investment Advisory Services
New Jersey
$3.56M
CWL
2040
Causey Wealth LLC
Colorado
$3.55M
FNFDCM
2041
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.55M
AAM
2042
Augustine Asset Management
Florida
$3.55M
FLP
2043
Financial Life Planners
Arizona
$3.54M
HIC
2044
Holderness Investments Company
North Carolina
$3.54M
WAG
2045
Windsor Advisory Group
Ohio
$3.54M
TCM
2046
Tufton Capital Management
Maryland
$3.53M
GPI
2047
General Partner Inc
Pennsylvania
$3.53M
PP
2048
Patten & Patten
Tennessee
$3.52M
BDL
2049
Bey-Douglas LLC
Georgia
$3.51M
GJWM
2050
Gilliland Jeter Wealth Management
Arkansas
$3.51M