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Berkshire Hathaway Class B

4,851 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, 1,944 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: 4,8784,851 (-27)

0.84% less ownership

Funds ownership: 66.35%65.51% (-0.84%)

4% less repeat investments, than reductions

Existing positions increased: 1,944 | 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
4,851
Holders Change
-27
Holders Change %
-0.55%
% of All Funds
59.7%
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
1,944
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
NFC
3151
Northstar Financial Companies
Pennsylvania
$1.16M +$364K +741 +44%
CAP
3152
Columbia Advisory Partners
Washington
$1.16M -$118K -240 -9%
EC
3153
EdgeRock Capital
Colorado
$1.16M +$191K +389 +19%
SLP
3154
Storen Legacy Partners
Indiana
$1.16M -$9.33K -19 -0.8%
LWPC
3155
Legacy Wealth Partners (Colorado)
Colorado
$1.16M +$83K +169 +8%
AWA
3156
Amplius Wealth Advisors
Pennsylvania
$1.16M -$982 -2 -0.1%
T
3157
Tidemark
California
$1.16M +$82.5K +168 +7%
CBT
3158
CoreFirst Bank & Trust
Kansas
$1.16M -$5.89K -12 -0.5%
IAS
3159
Integrity Advisory Solutions
Texas
$1.16M +$191K +389 +19%
WJA
3160
Willis Johnson & Associates
Texas
$1.16M -$34.4K -70 -3%
AIM
3161
Aspen Investment Management
Michigan
$1.15M -$66.3K -135 -5%
KIC
3162
Kensington Investment Counsel
California
$1.15M -$170K -347 -13%
TI
3163
Trigran Investments
Illinois
$1.15M
CASB
3164
Cape Ann Savings Bank
Massachusetts
$1.15M +$40.3K +82 +4%
FCB
3165
First County Bank
Connecticut
$1.15M +$12.8K +26 +1%
PSCM
3166
Per Stirling Capital Management
Texas
$1.15M +$47.6K +97 +4%
COFSG
3167
Carbahal Olsen Financial Services Group
California
$1.14M
LSPW
3168
Lake Street Private Wealth
Illinois
$1.14M -$6.51M -13,270 -85%
DI
3169
DDFG Inc
California
$1.14M +$81K +165 +7%
TF
3170
TLWM Financial
Texas
$1.14M -$27K -55 -2%
OFW
3171
Omnia Family Wealth
Florida
$1.14M -$297K -604 -20%
GTWM
3172
Global Trust Wealth Management
Florida
$1.14M +$18.2K +37 +2%
EP
3173
Ehrenkranz Partners
New York
$1.14M -$425K -866 -27%
WG
3174
Wealth Group
North Carolina
$1.14M
RWS
3175
Retirement Wealth Solutions
Wisconsin
$1.14M +$16.2K +33 +1%

BRK.B Hedge Fund Activity: Q1 2026 in Review

4,851 of the 8,125 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 1,944 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.

  • 4,851 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.