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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
GA
3451
Gordian Advisors
Arizona
$887K
SA
3452
Sunesis Advisors
Kansas
$887K -$233K -474 -20%
KPWG
3453
KFA Private Wealth Group
Virginia
$887K +$79.5K +162 +10%
JHP
3454
James Hambro & Partners
United Kingdom
$886K +$223K +454 +33%
TCG
3455
Transcendent Capital Group
Oklahoma
$884K -$61.9K -126 -6%
JVBC
3456
J.V. Bruni & Co
Colorado
$884K
NCTC
3457
New Covenant Trust Company
Indiana
$883K +$14.2K +29 +2%
NLA
3458
Northern Lights Advisors
Washington
$882K +$24.5K +50 +3%
WSFG
3459
Wall Street Financial Group
Illinois
$882K +$57.9K +118 +7%
YWM
3460
Yoder Wealth Management
California
$880K +$31.4K +64 +4%
VWA
3461
VERITY Wealth Advisors
United States
$879K
WWM
3462
Whalen Wealth Management
Nevada
$877K -$37.3K -76 -4%
NWA
3463
Navis Wealth Advisors
New York
$877K -$613K -1,249 -41%
MIM
3464
Marco Investment Management
Georgia
$875K -$62.3K -127 -7%
B
3465
BetterWealth
California
$875K +$3.93K +8 +0.4%
AIA
3466
Alternative Investment Advisors
Florida
$871K +$229K +466 +34%
APSI
3467
Asset Planning Services Inc
Louisiana
$870K
TAM
3468
Trillium Asset Management
Massachusetts
$868K -$38.3K -78 -4%
HCA
3469
Harbour Capital Advisors
Virginia
$868K +$295K +600 +47%
IIM
3470
Ipswich Investment Management
Massachusetts
$867K +$368K +750 +71%
SIA
3471
Spectrum Investment Advisors
Wisconsin
$865K -$15.2K -31 -2%
SI
3472
Seeds Investor
New York
$863K +$61.9K +126 +7%
LSA
3473
L & S Advisors
California
$863K -$441K -898 -33%
GSF
3474
Grove Street Fiduciary
New Hampshire
$863K
EPI
3475
Eddie Patel Inc
Illinois
$859K -$133K -271 -13%

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.