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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
SIS
2151
Sound Income Strategies
Florida
$3.15M +$70.2K +143 +2%
WFP
2152
Welch Financial Planning
Colorado
$3.15M
KA
2153
KLCM Advisors
Wisconsin
$3.14M +$95.2K +194 +3%
ACM
2154
Altrius Capital Management
North Carolina
$3.13M -$42.2K -86 -1%
TWM
2155
Thrive Wealth Management
Pennsylvania
$3.12M +$59.9K +122 +2%
MWM
2156
McMill Wealth Management
Nebraska
$3.12M +$4.42K +9 +0.1%
UAS
2157
United Asset Strategies
New York
$3.12M +$14.7K +30 +0.5%
SL
2158
Sentry LLC
Tennessee
$3.12M
HBT
2159
Heartland Bank & Trust
Illinois
$3.11M +$956K +1,948 +43%
RIS
2160
Retirement Income Solutions
Michigan
$3.11M -$60.4K -123 -2%
KFSC
2161
Keystone Financial Services (Colorado)
Colorado
$3.11M +$107K +217 +3%
KIM
2162
Kestra Investment Management
Texas
$3.1M -$1.96M -3,997 -38%
FNBOMD
2163
First National Bank of Mount Dora
Florida
$3.1M -$139K -284 -4%
SAMT
2164
Select Asset Management & Trust
Pennsylvania
$3.1M +$90.3K +184 +3%
DQRIM
2165
Dale Q Rice Investment Management
Washington
$3.09M +$128K +260 +4%
SAMC
2166
Spectrum Asset Management (California)
California
$3.09M -$359K -732 -10%
KWM
2167
Keebeck Wealth Management
Illinois
$3.09M +$388K +791 +14%
HBT
2168
Hills Bank & Trust
Iowa
$3.09M +$509K +1,036 +19%
APW
2169
Aurora Private Wealth
New Jersey
$3.09M -$65.8K -134 -2%
PSC
2170
Prentiss Smith & Co
Vermont
$3.08M
FAM
2171
Fairtree Asset Management
South Africa
$3.06M -$1.15M -2,337 -27%
TBT
2172
Texas Bank & Trust
Texas
$3.06M +$12.3K +25 +0.4%
RIAS
2173
Rachor Investment Advisory Services
Michigan
$3.06M +$18.2K +37 +0.6%
SVCP
2174
Silicon Valley Capital Partners
California
$3.05M -$168K -343 -5%
LBC
2175
Lowe Brockenbrough & Co
Virginia
$3.05M -$35.8K -73 -1%