We are live on ! Find out more
BRK.B icon

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
SMCM
3026
Sky-Mountain Capital Management
Idaho
$1.31M -$27K -55 -2%
CWA
3027
CM Wealth Advisors
Ohio
$1.31M -$31.4K -64 -2%
BF
3028
Brooklyn FI
New York
$1.31M -$4.42K -9 -0.3%
HP
3029
HT Partners
Connecticut
$1.31M +$16.7K +34 +1%
MC
3030
Machina Capital
France
$1.31M +$1.05M +2,131 +359%
EGM
3031
Engineers Gate Manager
New York
$1.3M +$751K +1,530 +128%
MWA
3032
MN Wealth Advisors
Kansas
$1.3M +$47.6K +97 +4%
RF
3033
Rossby Financial
Florida
$1.3M +$289K +589 +28%
OA
3034
Operose Advisors
Wisconsin
$1.3M +$111K +226 +9%
WN
3035
Williams & Novak
California
$1.3M -$151K -308 -10%
ACA
3036
Affinity Capital Advisors
California
$1.3M -$84.9K -173 -6%
SRS
3037
Strong Retirement Solutions
Washington
$1.29M +$411K +838 +45%
BSG
3038
Black Swift Group
Colorado
$1.29M -$356K -725 -21%
MJFG
3039
Mars Jewett Financial Group
Washington
$1.29M -$4.42K -9 -0.3%
ST
3040
Sageworth Trust
Pennsylvania
$1.29M -$9.82K -20 -0.7%
SG
3041
Sherry Group
Arkansas
$1.29M -$68.7K -140 -5%
NWA
3042
New World Advisors
Massachusetts
$1.29M -$77.6K -158 -6%
GC
3043
GatePass Capital
Ohio
$1.29M +$73.1K +149 +6%
CRIG
3044
Charter Research & Investment Group
Connecticut
$1.29M -$24.5K -50 -2%
MIM
3045
MTM Investment Management
South Carolina
$1.29M +$50.1K +102 +4%
SIAG
3046
Safeguard Investment Advisory Group
California
$1.28M -$159K -324 -11%
SPI
3047
Sutton Place Investors
New York
$1.28M +$47.6K +97 +4%
WIM
3048
Warwick Investment Management
Texas
$1.28M +$67.7K +138 +5%
AFO
3049
Allie Family Office
Florida
$1.28M
BVP
3050
Bristlecone Value Partners
California
$1.28M +$1.31M +2,671 New

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.