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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
59.71%
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
1,945
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
TWCA
2726
Two West Capital Advisors
Kansas
$1.74M -$179K -365 -9%
ACM
2727
Anfield Capital Management
California
$1.73M +$1.23M +2,514 +228%
BWM
2728
Base Wealth Management
Florida
$1.73M -$759K -1,547 -30%
TAP
2729
TSG Advice Partners
Ohio
$1.73M +$435K +886 +32%
MCM
2730
MV Capital Management
Maryland
$1.73M -$105K -213 -6%
Betterment LLC
2731
Betterment LLC
New York
$1.73M +$749K +1,525 +73%
NC
2732
North Capital
Utah
$1.73M +$32.9K +67 +2%
FCA
2733
Fortis Capital Advisors
Kansas
$1.73M +$559K +1,138 +46%
SGK
2734
Steigerwald Gordon & Koch
Virginia
$1.73M -$31.9K -65 -2%
WAOI
2735
Wealth Advisors of Iowa
Iowa
$1.73M -$32.4K -66 -2%
CFS
2736
Coordinated Financial Services
Colorado
$1.72M -$17.2K -35 -1%
EIA
2737
Eldridge Investment Advisors
New Hampshire
$1.72M -$17.2K -35 -1%
API
2738
Asset Planning Inc
California
$1.72M -$34.4K -70 -2%
SA
2739
SL Advisors
New Jersey
$1.72M +$228K +464 +15%
BOM
2740
Bank of Marin
California
$1.72M +$236K +480 +15%
MWC
2741
MBM Wealth Consultants
Missouri
$1.72M +$110K +224 +7%
CFG
2742
Clayton Financial Group
Missouri
$1.71M
AI
2743
AXS Investments
New York
$1.71M -$251K -512 -13%
PG
2744
Proffitt & Goodson
Tennessee
$1.71M -$133K -270 -7%
SFP
2745
Shepherd Financial Partners
Massachusetts
$1.71M -$8.35K -17 -0.5%
ATFA
2746
All Terrain Financial Advisors
Minnesota
$1.7M
CPC
2747
Consolidated Planning Corp
Georgia
$1.7M -$4.51M -9,195 -72%
AIA
2748
Allied Investment Advisors
Montana
$1.69M -$200K -407 -10%
FWM
2749
FFT Wealth Management
Pennsylvania
$1.69M +$1.29M +2,636 +294%
SFC
2750
SYM Financial Corp
Indiana
$1.69M +$127K +259 +8%

BRK.B Hedge Fund Activity: Q1 2026 in Review

4,852 of the 8,126 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.