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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
EWA
3176
Encompass Wealth Advisors
Oregon
$1.13M +$7.85K +16 +0.7%
SSCM
3177
Spectrum Strategic Capital Management
Oregon
$1.13M +$9.33K +19 +0.8%
SPWG
3178
Syntegra Private Wealth Group
Missouri
$1.13M -$115K -234 -9%
JFGLC
3179
Johnson Financial Group LLC (Colorado)
Colorado
$1.13M +$211K +430 +22%
MFS
3180
Miller Financial Services
Michigan
$1.13M
KBFS
3181
Kohmann Bosshard Financial Services
Ohio
$1.13M -$1.2M -2,453 -51%
CIA
3182
Covington Investment Advisors
Pennsylvania
$1.13M
AW
3183
Alteri Wealth
California
$1.13M -$18.2K -37 -2%
CYG
3184
Clean Yield Group
Vermont
$1.13M -$29.5K -60 -2%
SW
3185
StrongBox Wealth
Missouri
$1.12M -$18.2K -37 -2%
BAMG
3186
Brand Asset Management Group
Missouri
$1.12M +$127K +259 +12%
BP
3187
Broadleaf Partners
Ohio
$1.12M -$491 -1 -0%
CIG
3188
Cascade Investment Group
Colorado
$1.12M +$121K +246 +12%
CFC
3189
Coyle Financial Counsel
Illinois
$1.12M +$33.4K +68 +3%
AW
3190
Apricus Wealth
South Carolina
$1.12M -$10.8K -22 -0.9%
ALAM
3191
Asahi Life Asset Management
Japan
$1.12M +$220K +448 +24%
HIGP
3192
Hill Investment Group Partners
Missouri
$1.11M -$9.82K -20 -0.9%
OW
3193
Olistico Wealth
Oklahoma
$1.11M +$269K +547 +31%
BAM
3194
BOS Asset Management
Illinois
$1.11M +$29K +59 +3%
GFM
3195
GEN Financial Management
Minnesota
$1.11M +$26.5K +54 +2%
IFA
3196
Index Fund Advisors
California
$1.11M +$130K +264 +13%
DC
3197
DeDora Capital
California
$1.11M -$12.3K -25 -1%
TCM
3198
Tradewinds Capital Management
Washington
$1.11M -$3.93K -8 -0.3%
CB
3199
Cooke & Bieler
Pennsylvania
$1.11M
LFPWM
3200
Leicht Financial Planning & Wealth Management
New Jersey
$1.11M +$550K +1,120 +94%

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.