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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
RSC
3601
Red Spruce Capital
Pennsylvania
$762K
W
3602
WealthCollab
Washington
$760K
CFG
3603
Compton Financial Group
Maryland
$758K +$29.9K +61 +4%
EP
3604
Edgestream Partners
New Jersey
$756K -$790K -1,609 -50%
OIC
3605
Orion Investment Company
Missouri
$756K -$49.1K -100 -6%
NC
3606
NewSquare Capital
Pennsylvania
$756K +$198K +403 +34%
OWA
3607
Opal Wealth Advisors
New York
$755K -$95.7K -195 -11%
TWM
3608
Tripletail Wealth Management
Florida
$755K -$94.3K -192 -11%
MPW
3609
Melone Private Wealth
Michigan
$753K
T
3610
TrustBank
Illinois
$753K -$24.1K -49 -3%
MAM
3611
Morse Asset Management
Connecticut
$751K -$24.5K -50 -3%
WFMPM
3612
Woodley Farra Manion Portfolio Management
Indiana
$751K +$56.9K +116 +8%
PA
3613
Persium Advisors
Georgia
$751K +$36.8K +75 +5%
BWP
3614
Bernardo Wealth Planning
Pennsylvania
$750K -$14.2K -29 -2%
4WM
3615
44 Wealth Management
Oregon
$750K +$24.1K +49 +3%
ACM
3616
AUA Capital Management
Pennsylvania
$750K
EFL
3617
ERn Financial LLC
Wisconsin
$749K -$11.8K -24 -2%
GAM
3618
Gould Asset Management
California
$749K +$14.2K +29 +2%
HP
3619
Havemeyer Place
Connecticut
$749K -$641K -1,305 -46%
MGWA
3620
Monument Group Wealth Advisors
Massachusetts
$749K
PWP
3621
Parkwoods Wealth Partners
New York
$749K +$982 +2 +0.1%
AFA
3622
AA Financial Advisors
Ohio
$749K +$233K +475 +44%
TWM
3623
Tortuga Wealth Management
California
$748K +$164K +334 +27%
RAG
3624
RIA Advisory Group
Iowa
$745K -$26K -53 -3%
HG
3625
Harbor Group
New Hampshire
$745K -$163K -333 -18%

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.