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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
GPW
2951
Gentry Private Wealth
Kansas
$1.4M +$161K +328 +13%
JWM
2952
JGP Wealth Management
Oregon
$1.4M -$17.2K -35 -1%
CWA
2953
Cura Wealth Advisors
Illinois
$1.4M -$61.9K -126 -4%
FG
2954
Fairman Group
Pennsylvania
$1.39M
CIS
2955
Continental Investors Services
Washington
$1.39M +$268K +545 +23%
OHIS
2956
Oak Harvest Investment Services
Texas
$1.39M -$93.8K -191 -6%
SWM
2957
Sandro Wealth Management
New Jersey
$1.39M +$45.2K +92 +3%
HCP
2958
Hamilton Capital Partners
Georgia
$1.39M -$9.82K -20 -0.7%
FIS
2959
Fischer Investment Strategies
California
$1.39M -$5.82M -11,855 -80%
FC
2960
Farley Capital
New York
$1.39M
KNFPWM
2961
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.39M
THCM
2962
Taylor Hoffman Capital Management
Virginia
$1.38M -$18.2K -37 -1%
GIM
2963
Guardian Investment Management
California
$1.38M +$53K +108 +4%
TIP
2964
Torray Investment Partners
Maryland
$1.38M
PWM
2965
Partnership Wealth Management
Maryland
$1.38M -$47.6K -97 -3%
SAM
2966
Stembrook Asset Management
New Jersey
$1.38M -$29.5K -60 -2%
SCM
2967
SKBA Capital Management
California
$1.38M +$49.1K +100 +4%
BHB
2968
Bank Hapoalim BM
Israel
$1.38M +$1.41M +2,878 New
BI
2969
Bramshill Investments
Florida
$1.38M +$1.41M +2,877 New
WCM
2970
Warburton Capital Management
Oklahoma
$1.38M +$41.7K +85 +3%
LWA
2971
Legacy Wealth Advisors
Florida
$1.38M +$486K +991 +53%
GCM
2972
Gunpowder Capital Management
Maryland
$1.37M -$89.3K -182 -6%
PPC
2973
Pennington Partners & Co
Maryland
$1.37M -$642K -1,307 -31%
CA
2974
Cannon Advisors
North Carolina
$1.37M +$45.7K +93 +3%
SO
2975
Sierra Ocean
California
$1.37M +$27.5K +56 +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.