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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
SFC
3001
Sprinkle Financial Consultants
Colorado
$1.35M
CCM
3002
Charter Capital Management
Wisconsin
$1.35M -$83.5K -170 -6%
HRC
3003
Hoertkorn Richard Charles
$1.34M -$49.1K -100 -3%
GHA
3004
Good Harbor Advisors
Massachusetts
$1.34M
BFG
3005
Beto Financial Group
Idaho
$1.34M +$11.3K +23 +0.8%
WFS
3006
WealthGarden F.S.
California
$1.34M -$43.2K -88 -3%
SPF
3007
South Plains Financial
Texas
$1.33M +$203K +414 +17%
EP
3008
Essential Planning
New Hampshire
$1.33M -$327K -667 -19%
SAM
3009
SVRN Asset Management
Texas
$1.33M
RP
3010
Rowlandmiller & Partners
Georgia
$1.33M +$237K +483 +21%
CWP
3011
Capital Wealth Planning
Florida
$1.33M -$537K -1,093 -28%
CCM
3012
Coerente Capital Management
Ontario, Canada
$1.33M -$9.82K -20 -0.7%
RA
3013
Riversedge Advisors
Delaware
$1.32M -$171K -349 -11%
KMWM
3014
Keudell/Morrison Wealth Management
Oregon
$1.32M -$72.7K -148 -5%
CWM
3015
Castle Wealth Management
Florida
$1.32M +$1.36M +2,762 New
TFP
3016
Triune Financial Partners
Kansas
$1.32M +$1.96K +4 +0.1%
EL
3017
Essex LLC
Illinois
$1.32M +$37.8K +77 +3%
MSWA
3018
Marshall & Sterling Wealth Advisors
New York
$1.32M -$39.3K -80 -3%
IPAM
3019
Investment Partners Asset Management
New Jersey
$1.31M +$10.8K +22 +0.8%
MAG
3020
Meadowbrook Advisors Group
New Jersey
$1.31M +$168K +342 +14%
CMP
3021
Courage Miller Partners
Virginia
$1.31M +$778K +1,585 +137%
NI
3022
Natural Investments
California
$1.31M +$346K +704 +35%
FCM
3023
Fell Capital Management
California
$1.31M -$61.4K -125 -4%
WAG
3024
Wilkerson Advisory Group
Missouri
$1.31M +$19.6K +40 +1%
DCM
3025
Davis Capital Management
Florida
$1.31M -$15.2K -31 -1%

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.