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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
UAG
2826
United Advisor Group
Ohio
$1.57M +$104K +212 +7%
SI
2827
Sava Infond
Slovenia
$1.57M -$982K -2,000 -38%
IA
2828
IFG Advisors
Missouri
$1.57M +$35.8K +73 +2%
HSG
2829
Helen Stephens Group
Texas
$1.57M -$49.1K -100 -3%
CFCS
2830
CDM Financial Counseling Services
Connecticut
$1.57M +$10.8K +22 +0.7%
GWM
2831
Gilpin Wealth Management
Colorado
$1.56M -$100K -204 -6%
SCM
2832
Sollinda Capital Management
Florida
$1.56M
BNA
2833
BankChampaign National Association
Illinois
$1.56M -$8.84K -18 -0.5%
PLFS
2834
Provident Living Financial Services
Utah
$1.56M -$9.82K -20 -0.6%
SOW
2835
State of Wyoming
Wyoming
$1.56M +$14.7K +30 +0.9%
PFA
2836
Petra Financial Advisors
Colorado
$1.56M -$352K -718 -18%
CCA
2837
Cooper Capital Advisors
California
$1.56M
CTB
2838
Country Trust Bank
Illinois
$1.56M +$144K +294 +10%
FW
2839
Fairway Wealth
Ohio
$1.55M -$16.2K -33 -1%
SA
2840
SJBenen ADVISORY
North Carolina
$1.55M +$1.04M +2,125 +191%
BWM
2841
BCS Wealth Management
Tennessee
$1.55M -$1.55M -3,157 -49%
KA
2842
KDT Advisors
New York
$1.55M -$724K -1,475 -31%
UB
2843
Umpqua Bank
Oregon
$1.55M -$13.7K -28 -0.9%
IPWA
2844
International Private Wealth Advisors
California
$1.55M -$152K -309 -9%
ACA
2845
Arsenal Capital Advisors
Pennsylvania
$1.55M +$982 +2 +0.1%
3F
2846
360 Financial
Minnesota
$1.54M +$1.58M +3,221 New
AWM
2847
Aries Wealth Management
Maine
$1.54M -$62.3K -127 -4%
KWM
2848
KFG Wealth Management
Indiana
$1.54M -$8.84K -18 -0.6%
PPW
2849
Pasadena Private Wealth
California
$1.54M +$36.8K +75 +2%
OPWM
2850
Oakwell Private Wealth Management
Texas
$1.54M +$65.3K +133 +4%

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.