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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
EC
2126
Enhancing Capital
Pennsylvania
$3.21M
IWM
2127
Inlight Wealth Management
Georgia
$3.21M
CWM
2128
Centric Wealth Management
Illinois
$3.2M
JIM
2129
JCP Investment Management
Texas
$3.2M
BIAS
2130
Beacon Investment Advisory Services
New Jersey
$3.19M
DW30
2131
Drucker Wealth 3.0
New Jersey
$3.19M
IEFM
2132
IQ EQ Fund Management
Ireland
$3.18M
RA
2133
Rational Advisors
New York
$3.18M
TSWM
2134
Triangle Securities Wealth Management
North Carolina
$3.18M
NC
2135
Nitorum Capital
New York
$3.18M
PCI
2136
Planning Center Inc
Illinois
$3.17M
MSFP
2137
Mark Sheptoff Financial Planning
Connecticut
$3.17M
BPFA
2138
Barnes Pettey Financial Advisors
Mississippi
$3.17M
FWP
2139
Firethorn Wealth Partners
Georgia
$3.17M
CI
2140
Cherokee Insurance
Michigan
$3.16M
CWM
2141
Cordatus Wealth Management
Pennsylvania
$3.16M
WOSD
2142
WFA of San Diego
California
$3.16M
SIS
2143
Sound Income Strategies
Florida
$3.15M
WFP
2144
Welch Financial Planning
Colorado
$3.15M
KA
2145
KLCM Advisors
Wisconsin
$3.14M
ACM
2146
Altrius Capital Management
North Carolina
$3.13M
TWM
2147
Thrive Wealth Management
Pennsylvania
$3.12M
MWM
2148
McMill Wealth Management
Nebraska
$3.12M
UAS
2149
United Asset Strategies
New York
$3.12M
SL
2150
Sentry LLC
Tennessee
$3.12M