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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
EPM
3101
Elm Partners Management
Pennsylvania
$1.23M +$232K +472 +22%
IPW
3102
Impact Partnership Wealth
Georgia
$1.22M -$171K -348 -12%
CG
3103
Corundum Group
Colorado
$1.22M +$18.2K +37 +1%
QT
3104
Quantbot Technologies
New York
$1.22M +$1.25M +2,548 New
IAG
3105
Investmark Advisory Group
Connecticut
$1.22M
MWM
3106
Maripau Wealth Management
Indiana
$1.22M +$178K +363 +17%
4WM
3107
49 Wealth Management
Texas
$1.22M +$38.3K +78 +3%
ZCP
3108
Z3 Capital Partners
Virginia
$1.22M -$49.1K -100 -4%
RIP
3109
Reliant Investment Partners
North Carolina
$1.21M -$62.8K -128 -5%
PWA
3110
Provenance Wealth Advisors
Florida
$1.21M -$1.96K -4 -0.2%
AIM
3111
Athena Investment Management
California
$1.21M -$10.3K -21 -0.8%
CPC
3112
Cookson Peirce & Co
Pennsylvania
$1.21M -$15.2K -31 -1%
EMCIP
3113
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.21M +$499K +1,016 +68%
PWMG
3114
Private Wealth Management Group
New Jersey
$1.21M +$6.87K +14 +0.6%
BDL
3115
Banque de Luxembourg
Luxembourg
$1.21M -$118K -240 -9%
LC
3116
Lavelle Capital
California
$1.2M -$52.5K -107 -4%
HCP
3117
Hexagon Capital Partners
Arkansas
$1.2M +$1.23M +2,514 New
HFO
3118
Heritage Family Offices
Arizona
$1.2M +$369K +752 +43%
AWA
3119
AGH Wealth Advisors
Kansas
$1.2M +$56K +114 +5%
WF
3120
Wayfinding Financial
Washington
$1.2M +$20.6K +42 +2%
WAS
3121
WESPAC Advisors SoCal
California
$1.2M -$6.38K -13 -0.5%
CWM
3122
CarsonAllaria Wealth Management
Illinois
$1.2M
KWMG
3123
King Wealth Management Group
Florida
$1.2M +$53K +108 +5%
RB
3124
Rodgers Brothers
Pennsylvania
$1.2M
WC
3125
Winmill & Co
New York
$1.2M -$245K -500 -17%

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.