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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
AWMT
2776
AAFMAA Wealth Management & Trust
North Carolina
$1.66M +$1.7M +3,458 New
SA
2777
SPWM Advisors
Michigan
$1.65M +$169K +345 +11%
RIA
2778
Retirement Investment Advisors
Oklahoma
$1.65M
TPWA
2779
Twin Peaks Wealth Advisors
California
$1.65M +$23.6K +48 +1%
DW
2780
Dodds Wealth
Colorado
$1.64M -$14.2K -29 -0.8%
KAM
2781
Knightsbridge Asset Management
California
$1.64M -$10.8K -22 -0.6%
VBCG
2782
Valley Brook Capital Group
Pennsylvania
$1.64M +$31.9K +65 +2%
IAS
2783
IMA Advisory Services
Colorado
$1.64M -$65.3K -133 -4%
SIC
2784
Schwartz Investment Counsel
Michigan
$1.63M
GFWA
2785
Grey Fox Wealth Advisors
Delaware
$1.63M +$25.5K +52 +2%
SAM
2786
S.A. Mason
Michigan
$1.63M +$9.82K +20 +0.6%
CA
2787
Clune & Associates
Illinois
$1.63M
JCM
2788
Jacobsen Capital Management
Utah
$1.63M +$44.2K +90 +3%
LP
2789
LMR Partners
United Kingdom
$1.63M +$1.67M +3,399 New
BCM
2790
Boreal Capital Management
Florida
$1.63M +$422K +860 +34%
SWGC
2791
Summit Wealth Group (Colorado)
Colorado
$1.62M +$179K +365 +12%
SWMP
2792
Signature Wealth Management Partners
New Jersey
$1.62M
AMG
2793
Advisors Management Group
Wisconsin
$1.61M +$24.5K +50 +2%
CFLC
2794
California First Leasing Corp
California
$1.61M
RLIM
2795
Red Lighthouse Investment Management
New York
$1.61M +$1.65M +3,363 New
AFS
2796
Access Financial Services
Minnesota
$1.61M -$4.91K -10 -0.3%
MIA
2797
MainStreet Investment Advisors
Illinois
$1.61M -$49.6K -101 -3%
EF
2798
Entrust Financial
Pennsylvania
$1.61M +$1.96K +4 +0.1%
CWA
2799
Cornerstone Wealth Advisors
Minnesota
$1.61M -$33.4K -68 -2%
GFA
2800
Godfrey Financial Associates
New York
$1.61M +$2.94K +6 +0.2%

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.