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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
BFM
2801
Boothbay Fund Management
New York
$1.6M +$279K +568 +20%
RWA
2802
River Wealth Advisors
Pennsylvania
$1.6M -$159K -324 -9%
LJHT
2803
Laurie J. Hall Trustee
$1.6M -$29.5K -60 -2%
PFM
2804
Phillips Financial Management
Indiana
$1.6M +$284K +578 +21%
VP
2805
Verum Partners
North Carolina
$1.6M -$15.2K -31 -0.9%
GWS
2806
Greykasell Wealth Strategies
California
$1.6M +$431K +878 +36%
BCG
2807
BayBridge Capital Group
California
$1.6M
AW
2808
Alchemi Wealth
Connecticut
$1.6M
ECM
2809
Ethos Capital Management
Pennsylvania
$1.6M +$265K +539 +19%
IAA
2810
Ironsides Asset Advisors
North Carolina
$1.59M -$12.3K -25 -0.7%
CCAM
2811
Cascades Capital Asset Management
North Carolina
$1.59M -$590K -1,202 -27%
SWM
2812
Shrier Wealth Management
California
$1.59M +$50.1K +102 +3%
OLA
2813
Oliver Luxxe Assets
New Jersey
$1.59M +$130K +265 +9%
VBFP
2814
Valtinson Bruner Financial Planning
Minnesota
$1.59M +$200K +408 +14%
PP
2815
Patron Partners
Texas
$1.59M +$26K +53 +2%
MAMG
2816
Milestone Asset Management Group
Connecticut
$1.59M -$26K -53 -2%
LWM
2817
Lakeridge Wealth Management
Ohio
$1.58M -$44.7K -91 -3%
WFM
2818
Wolff Financial Management
Michigan
$1.58M
PJC
2819
Phillip James Consulting
Minnesota
$1.58M +$1.62M +3,306 New
NED
2820
Nancy E. Dempze
$1.58M -$24.5K -50 -1%
CI
2821
Ceera Investments
Texas
$1.58M +$982K +2,000 +154%
PM
2822
Penbrook Management
New York
$1.58M -$24.5K -50 -1%
FMI
2823
F/M Investments
District of Columbia
$1.58M +$199K +405 +14%
MCM
2824
M1 Capital Management
Michigan
$1.58M -$72.2K -147 -4%
BCI
2825
Blue Capital Inc
Nebraska
$1.57M -$98.7K -201 -6%

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.