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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
LWM
3676
Laidlaw Wealth Management
New York
$703K +$62.8K +128 +10%
HB
3677
Horizon Bancorp
Indiana
$701K
OA
3678
Oceanside Advisors
South Carolina
$701K
HCM
3679
Highview Capital Management
Illinois
$701K +$47.6K +97 +7%
CCMI
3680
Creative Capital Management Investments
California
$700K -$266K -542 -27%
SPWM
3681
Smith Partners Wealth Management
North Carolina
$699K -$49.1K -100 -6%
WAM
3682
Weinberger Asset Management
California
$698K +$2.45K +5 +0.3%
BBA
3683
Braun-Bostich & Associates
Pennsylvania
$698K +$44.2K +90 +7%
TBNY
3684
Trustco Bank (New York)
New York
$698K
ST
3685
Sentinel Trust
Texas
$696K
SMH
3686
Sanders Morris Harris
Texas
$696K +$713K +1,452 New
KAM
3687
KEB Asset Management
Illinois
$695K -$140K -286 -16%
PC
3688
Payne Capital
Oregon
$695K
CBB
3689
Citizens Business Bank
California
$694K -$24.5K -50 -3%
CNC
3690
Citizens & Northern Corp
Pennsylvania
$694K -$3.44K -7 -0.5%
AIFAIM
3691
American Institute for Advanced Investment Management
Arizona
$694K -$29.5K -60 -4%
SCP
3692
Silverleafe Capital Partners
Tennessee
$693K +$18.2K +37 +3%
BWMG
3693
Barnes Wealth Management Group
California
$692K +$156K +317 +28%
PC
3694
Port Capital
Illinois
$690K -$96.2K -196 -12%
FPH
3695
Financial Planning Hawaii
Hawaii
$689K -$3.44K -7 -0.5%
5SA
3696
5th Street Advisors
Connecticut
$688K +$705K +1,436 New
EWP
3697
Evergreen Wealth Partners
Montana
$688K -$34.4K -70 -5%
GWA
3698
Gutierrez Wealth Advisory
Arkansas
$688K -$137K -280 -16%
MWM
3699
Manske Wealth Management
Texas
$688K +$94.3K +192 +15%
HCG
3700
Haven Capital Group
California
$688K +$704K +1,435 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.