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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
CFSG
3076
Community Financial Services Group
Vermont
$1.25M +$22.1K +45 +2%
TCA
3077
Trifecta Capital Advisors
Illinois
$1.25M -$55K -112 -4%
TWM
3078
Topsail Wealth Management
North Carolina
$1.25M +$139K +284 +12%
MCRM
3079
Midway Capital Research & Management
Illinois
$1.25M +$58.9K +120 +5%
HWM
3080
HBE Wealth Management
Nebraska
$1.24M +$491 +1 +0%
OFS
3081
Orrstown Financial Services
Pennsylvania
$1.24M +$16.7K +34 +1%
GSC
3082
G&S Capital
Colorado
$1.24M -$313K -637 -20%
FH
3083
Financial Harvest
Florida
$1.24M -$138K -282 -10%
CHJWM
3084
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.24M
PWS
3085
Proactive Wealth Strategies
Georgia
$1.24M +$634K +1,291 +100%
RAM
3086
Riggs Asset Management
Pennsylvania
$1.24M +$49.1K +100 +4%
CCM
3087
Cohen Capital Management
California
$1.24M +$111K +227 +10%
WPW
3088
Watershed Private Wealth
Illinois
$1.24M -$385K -785 -23%
AFW
3089
Avantra Family Wealth
Pennsylvania
$1.24M +$19.1K +39 +2%
BMC
3090
Beaton Management Company
Massachusetts
$1.24M
WCM
3091
Washburn Capital Management
Florida
$1.23M -$191K -389 -13%
NDBT
3092
North Dallas Bank & Trust
Texas
$1.23M
CCP
3093
Carmel Capital Partners
California
$1.23M +$249K +508 +25%
FF
3094
Financial Futures
New Jersey
$1.23M +$270K +551 +27%
HWM
3095
Horizon Wealth Management
Illinois
$1.23M +$11.8K +24 +0.9%
PAM
3096
Paradigm Asset Management
New York
$1.23M
FFG
3097
First Financial Group
North Carolina
$1.23M +$2.45K +5 +0.2%
FFO
3098
Fortitude Family Office
Arizona
$1.23M +$95.2K +194 +8%
CPW
3099
Catalyst Private Wealth
California
$1.23M -$277K -565 -18%
SAM
3100
Sawgrass Asset Management
Florida
$1.23M +$36.8K +75 +3%

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.