We are live on ! Find out more
BRK.B icon

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
ERWM
3301
Elk River Wealth Management
Colorado
$1.01M +$5.4K +11 +0.5%
OFO
3302
OneAscent Family Office
Alabama
$1.01M +$43.2K +88 +4%
FUBT
3303
First United Bank & Trust
Maryland
$1M -$4.91K -10 -0.5%
SPW
3304
Signet Private Wealth
Illinois
$1M +$7.36K +15 +0.7%
MPCG
3305
Matrix Private Capital Group
New York
$1M +$63.3K +129 +7%
NF
3306
Nikulski Financial
Iowa
$999K -$4.11M -8,374 -80%
CPW
3307
Cogent Private Wealth
Florida
$999K +$42.7K +87 +4%
WFA
3308
WMG Financial Advisors
Tennessee
$999K -$78.5K -160 -7%
RWP
3309
Ridgecrest Wealth Partners
California
$997K +$233K +475 +30%
GWM
3310
Goldenstone Wealth Management
California
$997K
MADR
3311
Milestones Administradora de Recursos
Brazil
$997K
OCM
3312
Orleans Capital Management
Louisiana
$997K
TWP
3313
Tempus Wealth Planning
California
$996K
CWP
3314
Concord Wealth Partners
Virginia
$995K -$3.71M -7,549 -78%
BCM
3315
Boltwood Capital Management
California
$995K +$24.5K +50 +2%
Aristotle Capital Management
3316
Aristotle Capital Management
California
$994K
RK
3317
Rather & Kittrell
Tennessee
$994K -$182K -370 -15%
DAS
3318
DMKC Advisory Services
Iowa
$993K +$117K +238 +13%
FWM
3319
Fonville Wealth Management
Virginia
$992K +$226K +460 +29%
DDPIC
3320
Deroy & Devereaux Private Investment Counsel
Michigan
$992K +$254K +518 +33%
IAG
3321
Ipsen Advisor Group
Arkansas
$992K
FOA
3322
Five Oceans Advisors
California
$992K +$9.82K +20 +1%
EV
3323
EJMK Ventures
Illinois
$992K +$162K +330 +19%
SJGA
3324
Stephen J. Garry & Associates
New York
$990K -$675K -1,376 -40%
RWA
3325
Rooted Wealth Advisors
Illinois
$989K +$58.9K +120 +6%

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.