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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
DWM
3226
Defined Wealth Management
Oregon
$1.08M +$7.36K +15 +0.7%
AAIM
3227
American Assets Investment Management
California
$1.08M
KW
3228
KWB Wealth
California
$1.08M +$11.3K +23 +1%
BF
3229
Benchmark Financial
Delaware
$1.08M
TWM
3230
Triton Wealth Management
Arizona
$1.08M -$2.45K -5 -0.2%
CCA
3231
Cora Capital Advisors
New Jersey
$1.08M +$257K +523 +30%
WCP
3232
Wick Capital Partners
Pennsylvania
$1.08M -$160K -325 -13%
VFP
3233
Vilga Financial Planning
New Jersey
$1.08M
GCM
3234
Gladius Capital Management
Illinois
$1.07M +$1.1M +2,240 New
AFA
3235
Allium Financial Advisors
Oregon
$1.07M +$50.1K +102 +5%
CM
3236
Cercano Management
Washington
$1.07M +$427K +869 +63%
EWM
3237
Elevatus Welath Management
New York
$1.07M -$5.71M -11,631 -84%
PFC
3238
Phocas Financial Corp
California
$1.07M -$36.8K -75 -3%
RWM
3239
Riverchase Wealth Management
Texas
$1.07M
BBNB
3240
Baker Boyer National Bank
Washington
$1.07M -$596K -1,215 -35%
AGP
3241
Aspire Growth Partners
Florida
$1.07M -$46.1K -94 -4%
ACM
3242
Argyle Capital Management
Pennsylvania
$1.07M
IA
3243
IAM Advisory
Pennsylvania
$1.07M -$27.5K -56 -2%
CIA
3244
Cascade Investment Advisors
Oregon
$1.07M +$81K +165 +8%
NRG
3245
Nemes Rush Group
Michigan
$1.07M +$105K +214 +11%
SRC
3246
Sage Rhino Capital
California
$1.06M -$27.5K -56 -2%
PA
3247
Promethium Advisors
Maryland
$1.06M
CIM
3248
Contravisory Investment Management
Massachusetts
$1.06M +$29.5K +60 +3%
CAG
3249
Centerpoint Advisory Group
Kansas
$1.06M +$286K +582 +36%
MAM
3250
MMA Asset Management
Pennsylvania
$1.06M -$13.3K -27 -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.