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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
BCM
2076
Bourgeon Capital Management
Connecticut
$3.42M +$822K +1,675 +31%
FFS
2077
Founders Financial Securities
Maryland
$3.42M -$344K -701 -9%
WA
2078
WealthTrust Axiom
Pennsylvania
$3.42M +$15.7K +32 +0.5%
AMM
2079
American Money Management
California
$3.42M -$160K -325 -4%
GSWM
2080
Golden State Wealth Management
California
$3.41M -$62.3K -127 -2%
CSC
2081
Caldwell Sutter Capital
California
$3.41M +$301K +613 +9%
GWM
2082
GSB Wealth Management
Connecticut
$3.4M -$17.2K -35 -0.5%
SSWM
2083
Strait & Sound Wealth Management
California
$3.4M -$1.47K -3 -0%
VGDSS
2084
VUB Generali dochodkova spravcovska spolocnost
$3.39M +$155K +315 +5%
LAS
2085
LWM Advisory Services
Florida
$3.39M -$1.56M -3,175 -31%
OGC
2086
Oak Grove Capital
New Hampshire
$3.38M -$172K -350 -5%
WI
2087
Westbourne Investments
Virginia
$3.38M +$2.45K +5 +0.1%
RA
2088
Rockingstone Advisors
Massachusetts
$3.38M +$11.3K +23 +0.3%
MFG
2089
Midwest Financial Group
Kansas
$3.38M +$58.4K +119 +2%
RIM
2090
Redwood Investment Management
Arizona
$3.37M -$34.4K -70 -1%
GAM
2091
Gemmer Asset Management
California
$3.37M -$95.7K -195 -3%
WA
2092
Wealth Alliance
New York
$3.36M +$10.8K +22 +0.3%
AOWM
2093
Asset One Wealth Management
Washington
$3.36M +$169K +345 +5%
JCM
2094
Jag Capital Management
Missouri
$3.36M +$68.7K +140 +2%
WCP
2095
Wealthcare Capital Partners
Pennsylvania
$3.35M -$45.7K -93 -1%
CWA
2096
Crusonia Wealth Advisors
Colorado
$3.35M +$75.6K +154 +2%
TY
2097
Titiun Yejiel
$3.35M +$2.21M +4,492 +180%
1W
2098
1776 Wealth
Georgia
$3.34M
BST
2099
Bath Savings Trust
Maine
$3.34M -$39.3K -80 -1%
GBFG
2100
Gerald Baker Financial Group
Texas
$3.33M +$3.41M +6,947 New