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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
VCM
3626
Vision Capital Management
Oregon
$745K
VP
3627
Verisail Partners
Georgia
$743K
IF
3628
Ironwood Financial
Arizona
$742K -$8.35K -17 -1%
EAM
3629
Empirical Asset Management
Massachusetts
$742K +$39.8K +81 +6%
VPF
3630
Vantage Point Financial
Illinois
$742K +$112K +229 +17%
BFP
3631
Briaud Financial Planning
Texas
$741K +$18.7K +38 +3%
MSG
3632
Main Street Group
Virginia
$741K -$2.45K -5 -0.3%
WWP
3633
Wise Wealth Partners
Arizona
$738K
SIM
3634
SSI Investment Management
California
$736K
CWA
3635
Choice Wealth Advisors
Maine
$734K -$25.5K -52 -3%
SFGM
3636
Stonebridge Financial Group (Missouri)
Missouri
$734K -$30.4K -62 -4%
KI
3637
KTF Investments
California
$734K +$15.2K +31 +2%
SCM
3638
Saxony Capital Management
Missouri
$734K +$72.2K +147 +11%
GIM
3639
Guild Investment Management
California
$733K +$3.44K +7 +0.5%
FAG
3640
Fortitude Advisory Group
Washington
$733K +$24.5K +50 +3%
LCM
3641
Legato Capital Management
California
$730K -$1.27M -2,586 -63%
SA
3642
Sonoma Allocations
California
$730K +$410K +835 +121%
ICMM
3643
Integrated Capital Management (Michigan)
Michigan
$729K -$2.45K -5 -0.3%
OWA
3644
One Wealth Advisors
California
$728K
PIWA
3645
Prevail Innovative Wealth Advisors
Kansas
$727K -$88.9K -181 -11%
FIC
3646
Family Investment Center
Missouri
$727K +$126K +256 +20%
CCA
3647
Clearwater Capital Advisors
Illinois
$727K +$1.96K +4 +0.3%
SFC
3648
Strategic Financial Concepts
Texas
$726K +$539K +1,098 +263%
TFO
3649
Tarbox Family Office
California
$724K -$299K -610 -29%
AWA
3650
Aletheian Wealth Advisors
Washington
$724K +$741K +1,510 New

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.