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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
DIP
3476
DT Investment Partners
Pennsylvania
$858K +$9.33K +19 +1%
HWMT
3477
Heritage Wealth Management (Texas)
Texas
$857K
DP
3478
Dearborn Partners
Illinois
$855K
BFP
3479
Birchwood Financial Partners
Minnesota
$855K +$2.45K +5 +0.3%
PF
3480
Prosperitas Financial
California
$854K -$17.7K -36 -2%
PWC
3481
Pathfinder Wealth Consulting
North Carolina
$854K -$17.2K -35 -2%
FFG
3482
Fortem Financial Group
California
$852K -$54K -110 -6%
CPL
3483
CAP Partners LLC
Tennessee
$852K +$2.94K +6 +0.3%
SP
3484
Sequent Planning
Nebraska
$852K -$26K -53 -3%
WAOTB
3485
Wealth Advisors of Tampa Bay
Florida
$851K
PCG
3486
PFC Capital Group
California
$850K
FAMI
3487
Fideuram Asset Management (Ireland)
$850K -$8.04M -16,369 -91%
1IA
3488
1620 Investment Advisors
Massachusetts
$849K -$53K -108 -6%
BWL
3489
Bogart Wealth LLC
Virginia
$848K +$34.9K +71 +4%
ICCON
3490
Investment Counsel Company of Nevada
Nevada
$848K
ASBI
3491
American State Bank (Iowa)
Iowa
$848K +$133K +270 +18%
USWIA
3492
UP Strategic Wealth Investment Advisors
Pennsylvania
$848K +$97.7K +199 +13%
GWWM
3493
Great Waters Wealth Management
Minnesota
$847K
TM
3494
TigerOak Management
New Mexico
$847K -$32.4K -66 -4%
SWM
3495
SFG Wealth Management
Maryland
$845K +$7.36K +15 +0.9%
SC
3496
Stolper & Co
Oklahoma
$845K +$22.5M +45,781 +121%
SWM
3497
Shelton Wealth Management
Texas
$844K -$111K -226 -11%
GKIM
3498
GW&K Investment Management
Massachusetts
$844K -$3.93K -8 -0.5%
SRA
3499
Secured Retirement Advisors
Minnesota
$843K -$1.62M -3,295 -65%
HA
3500
Hyposwiss Advisors
$843K

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.