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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
MWM
2751
Mindset Wealth Management
Indiana
$1.69M -$2.45K -5 -0.1%
MPW
2752
Magnolia Private Wealth
Pennsylvania
$1.69M +$51.1K +104 +3%
CRWM
2753
Castle Rock Wealth Management
California
$1.69M +$2.94K +6 +0.2%
TWM
2754
Trueblood Wealth Management
Ohio
$1.69M +$32.4K +66 +2%
BSSFA
2755
Baron Silver Stevens Financial Advisors
Florida
$1.69M -$284K -579 -14%
RWI
2756
Red Wave Investments
Pennsylvania
$1.69M -$5.89K -12 -0.3%
AFA
2757
AllGen Financial Advisors
Florida
$1.68M -$614K -1,251 -26%
PMSA
2758
Patrick M. Sweeney & Associates
Illinois
$1.68M +$3.93K +8 +0.2%
PFA
2759
Pathway Financial Advisers
Indiana
$1.68M +$1.47K +3 +0.1%
MC
2760
Mirabaud & Cie
Switzerland
$1.68M -$817K -1,664 -32%
TWM
2761
TriaGen Wealth Management
California
$1.68M
FCT
2762
First Community Trust
Iowa
$1.67M +$120K +245 +8%
MAWCM
2763
Mine & Arao Wealth Creation & Management
California
$1.67M -$12.3K -25 -0.7%
AFA
2764
Antonelli Financial Advisors
Michigan
$1.67M -$206K -420 -11%
PSP
2765
Pacific Sage Partners
Washington
$1.67M +$267K +543 +18%
FNBTCON
2766
First National Bank & Trust Co of Newtown
Pennsylvania
$1.67M -$120K -245 -7%
BAM
2767
Byrne Asset Management
New Jersey
$1.67M -$185K -376 -10%
CCP
2768
Cassia Capital Partners
North Carolina
$1.67M +$72.7K +148 +4%
MC
2769
Matisse Capital
Oregon
$1.67M +$191K +390 +13%
HGWM
2770
Horst & Graben Wealth Management
Oregon
$1.67M
CWP
2771
Cyndeo Wealth Partners
Florida
$1.67M +$15.2K +31 +0.9%
LWMI
2772
Landmark Wealth Management (Illinois)
Illinois
$1.67M
SMI
2773
Shelter Mutual Insurance
Missouri
$1.66M
ML
2774
Mayport LLC
Massachusetts
$1.66M +$109K +223 +7%
MHWM
2775
Montz Harcus Wealth Management
Louisiana
$1.66M +$265K +540 +19%

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.