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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
JWWM
3526
Johnson & White Wealth Management
Pennsylvania
$822K
AFP
3527
Alpha Financial Partners
Kentucky
$822K +$40.7K +83 +5%
FWM
3528
Forza Wealth Management
Florida
$820K
PSIWM
3529
Paradigm Strategies in Wealth Management
Minnesota
$819K
PF
3530
Prota Financial
Texas
$818K -$90.3K -184 -10%
CPSC
3531
Carl P. Sherr & Co
Massachusetts
$818K
CW
3532
Cedarwood Wealth
Colorado
$814K +$118K +240 +16%
BWCS
3533
Beirne Wealth Consulting Services
Connecticut
$814K -$20.1K -41 -2%
F4L
3534
Fortune 45 LLC
Louisiana
$813K -$1.5M -3,062 -64%
HHCP
3535
Hilton Head Capital Partners
South Carolina
$813K +$7.85K +16 +1%
ACM
3536
Alpha Capital Management
Texas
$812K -$7.25M -14,775 -90%
MAM
3537
Mainsail Asset Management
Alabama
$812K -$21.6K -44 -3%
AWM
3538
Act Wealth Management
Texas
$811K -$206K -420 -20%
CBT
3539
Central Bank & Trust
Kentucky
$811K
LA
3540
Lifeworks Advisors
Michigan
$811K +$19.1K +39 +2%
CHA
3541
Cooper/Haims Advisors
New York
$810K -$24.5K -50 -3%
FCMA
3542
Foresight Capital Management Advisors
Michigan
$809K +$13.3K +27 +2%
CCA
3543
Coign Capital Advisors
Utah
$809K +$21.6K +44 +3%
RSWA
3544
Robinson Smith Wealth Advisors
Maine
$807K
SA
3545
Scarborough Advisors
Maryland
$806K +$57.9K +118 +8%
MFT
3546
Moisand Fitzgerald Tamayo
Florida
$806K -$64.3K -131 -7%
MAM
3547
Markin Asset Management
New York
$805K -$626K -1,276 -43%
CWA
3548
Consilium Wealth Advisory
Texas
$805K -$373K -759 -31%
WAM
3549
Winslow Asset Management
Ohio
$805K -$9.82K -20 -1%
DF
3550
Define Financial
California
$805K +$19.1K +39 +2%

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.