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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
OL
2926
Odyssean LLC
Connecticut
$1.43M +$1.47M +2,992 New
BWM
2927
BlackDiamond Wealth Management
New York
$1.43M +$24.5K +50 +2%
PCP
2928
Pacific Capital Partners
$1.43M +$64.8K +132 +5%
MTIC
2929
Missouri Trust & Investment Company
Missouri
$1.43M +$74.1K +151 +5%
AA
2930
Argent Advisors
Louisiana
$1.43M -$212K -432 -13%
SCM
2931
Spreng Capital Management
Ohio
$1.43M -$148K -301 -9%
JWM
2932
Jessup Wealth Management
Ohio
$1.43M +$1.96K +4 +0.1%
BCMLT
2933
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.43M -$135K -274 -8%
EFG
2934
Elevated Financial Group
Indiana
$1.43M +$15.7K +32 +1%
NCM
2935
Noesis Capital Mangement
Florida
$1.43M -$15.7K -32 -1%
WCM
2936
Wealthcare Capital Management
Virginia
$1.42M
S
2937
Sunpointe
Missouri
$1.42M +$51.5K +105 +4%
SSA
2938
South Street Advisors
New York
$1.42M
BWIA
2939
Bryant Woods Investment Advisors
New York
$1.42M
MA
2940
MKT Advisors
California
$1.42M -$193K -393 -12%
HTHT
2941
Hemenway Trust Hemenway Trust
New Hampshire
$1.42M -$727K -1,480 -33%
PA
2942
Planning Alternatives
Michigan
$1.41M +$4.91K +10 +0.3%
FP
2943
Financial Perspectives
Minnesota
$1.41M -$20.1K -41 -1%
WCFA
2944
Walkner Condon Financial Advisors
Wisconsin
$1.41M +$11.3K +23 +0.8%
ATI
2945
Act Two Investors
California
$1.41M -$144K -294 -9%
SHF
2946
Safe Harbor Fiduciary
Florida
$1.41M +$30.4K +62 +2%
SFG
2947
Sovereign Financial Group
Connecticut
$1.41M -$63.3K -129 -4%
IWA
2948
Inspirion Wealth Advisors
Illinois
$1.41M -$16.2K -33 -1%
CFA
2949
Capstone Financial Advisors
Illinois
$1.41M -$590K -1,202 -29%
ECA
2950
Elevated Capital Advisors
Utah
$1.41M -$275K -560 -16%

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.