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Berkshire Hathaway Class B
BRK.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: 4,878 → 4,852 (-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: 643 → 616 (-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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.7B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.71B
3
HHII
H&H International Investment
California
+$968M
4
Ameriprise
Ameriprise
Minnesota
+$684M
5
Two Sigma Investments
Two Sigma Investments
New York
+$584M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$2.57B
2
JSC
J. Stern & Co
United Kingdom
-$2.4B
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.16B
4
Barclays
Barclays
United Kingdom
-$374M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$299M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
3126
Convergence Investment Partners
Florida
$1.2M -$65.3K -133 -5%
CG
3127
Clarus Group
Texas
$1.2M – – –
FB
3128
First Bancorp
Maine
$1.2M +$52K +106 +4%
ACM
3129
Alamar Capital Management
California
$1.19M – – –
PHWA
3130
Petersen Hastings Wealth Advisors
Washington
$1.19M +$84.4K +172 +7%
SGFG
3131
Silver Grove Financial Group
New York
$1.19M -$661K -1,346 -35%
AWM
3132
Arista Wealth Management
Nevada
$1.19M -$32.4K -66 -3%
DPI
3133
Diversified Portfolios Inc
Michigan
$1.19M – – –
VH
3134
Visionary Horizons
Tennessee
$1.18M +$28.5K +58 +2%
AFP
3135
ATLas Financial Planning
Georgia
$1.18M +$245K +500 +25%
SFS
3136
Sharp Financial Services
Pennsylvania
$1.18M -$51.5K -105 -4%
MWA
3137
Midland Wealth Advisors
Illinois
$1.18M -$443K -903 -27%
JTF
3138
J. Team Financial
Texas
$1.18M -$124K -253 -9%
CWP
3139
Clark Wealth Partners
Illinois
$1.18M -$7.85K -16 -0.6%
TCP
3140
TMB Capital Partners
Arkansas
$1.18M +$19.1K +39 +2%
RHJA
3141
Rice Hall James & Associates
California
$1.17M – – –
TT
3142
TI-Trust
Illinois
$1.17M – – –
6F
3143
626 Financial
Michigan
$1.17M +$59.4K +121 +5%
SWM
3144
Shepherd Wealth Management
Ohio
$1.17M -$414K -843 -25%
FWP
3145
Flatrock Wealth Partners
California
$1.17M +$25K +51 +2%
MPW
3146
MASECO Private Wealth
$1.17M +$1.2M +2,443 New
LFA
3147
Lauterbach Financial Advisors
Texas
$1.17M – – –
BHC
3148
Bull Harbor Capital
Maryland
$1.17M +$1.2M +2,435 New
LTI
3149
Laffer Tengler Investments
Tennessee
$1.17M +$967K +1,970 +425%
WFL
3150
Wealth Forward LLC
North Dakota
$1.16M +$15.2K +31 +1%
124 125
126
127 128

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.