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Berkshire Hathaway Class B

4,852 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, 1,945 increasing their positions, 2,027 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: 4,8784,852 (-26)

0.84% less ownership

Funds ownership: 66.35%65.51% (-0.84%)

4% less repeat investments, than reductions

Existing positions increased: 1,945 | Existing positions reduced: 2,027

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
4,852
Holders Change
-26
Holders Change %
-0.53%
% of All Funds
59.7%
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
1,945
Reduced
2,027
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
AW
2651
Alaethes Wealth
Nevada
$1.88M +$249K +507 +15%
BIG
2652
Brookwood Investment Group
Arizona
$1.88M -$419K -854 -18%
FCM
2653
Fortis Capital Management
Washington
$1.87M -$5.83M -11,878 -75%
SFP
2654
Sandbox Financial Partners
Maryland
$1.87M -$25.5K -52 -1%
T
2655
Tableaux
Massachusetts
$1.87M +$1.37M +2,783 +250%
TFA
2656
Tranquilli Financial Advisor
New Jersey
$1.87M +$61.4K +125 +3%
RFA
2657
Register Financial Advisors
Georgia
$1.86M +$18.2K +37 +1%
ALA
2658
Atlas Legacy Advisors
California
$1.86M -$131K -267 -6%
CWM
2659
CCG Wealth Management
California
$1.86M +$582K +1,186 +44%
MA
2660
McBroom & Associates
Nevada
$1.86M
EWM
2661
Elevation Wealth Management
Minnesota
$1.86M +$470K +958 +33%
CG
2662
CFO4Life Group
Texas
$1.86M -$421K -857 -18%
TIM
2663
Triad Investment Management
California
$1.86M
FFBTD
2664
First Financial Bank - Trust Division
Ohio
$1.85M -$96.2K -196 -5%
AP
2665
Atwood & Palmer
Missouri
$1.85M -$68.7K -140 -3%
ZI
2666
ZEGA Investments
Florida
$1.85M -$5.4K -11 -0.3%
GIPW
2667
Granite Islands Private Wealth
Connecticut
$1.85M +$150K +305 +9%
BF
2668
Brucke Financial
Indiana
$1.85M -$153K -312 -7%
CWM
2669
Centurion Wealth Management
Virginia
$1.84M -$336K -684 -15%
SWRP
2670
Summit Wealth & Retirement Planning
California
$1.84M +$5.89K +12 +0.3%
SEEDPG
2671
S.E.E.D. Planning Group
New York
$1.84M -$1.47K -3 -0.1%
V
2672
ViaWealth
Kansas
$1.84M +$4.91K +10 +0.3%
PCMK
2673
Paragon Capital Management (Kansas)
Kansas
$1.84M +$102K +207 +6%
TF
2674
Trek Financial
Arizona
$1.84M -$546K -1,113 -22%
GFG
2675
Goldstone Financial Group
Illinois
$1.84M -$45.7K -93 -2%

BRK.B Hedge Fund Activity: Q1 2026 in Review

4,852 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2026, worth a combined $436B — down 4.7% from $458B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new BRK.B positions and 161 closed out — a net gain of 65 holders — while 1,945 added to existing stakes and 2,027 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.7B. The largest seller was Corient Private Wealth, cutting an estimated $2.57B.

  • 4,852 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2026, down from 4,878 in Q4 2025.
  • Funds reported $436B of Berkshire Hathaway Class B stock for Q1 2026, down 4.7% quarter-over-quarter.
  • 226 funds opened new Berkshire Hathaway Class B positions in Q1 2026 and 161 closed out, a net change of +65 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2026 was Fidelity Investments, an estimated $2.7B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2026 was Corient Private Wealth, an estimated $2.57B sold.

Based on aggregated 13F filings for Q1 2026.