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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
JAA
3701
Joel Adams & Associates
North Carolina
$687K -$19.6K -40 -3%
RWM
3702
Rialto Wealth Management
New York
$685K +$245K +500 +54%
M
3703
MATAURO
New York
$685K -$7.36K -15 -1%
WMP
3704
Wealth Management Partners
Arizona
$684K -$89.8K -183 -11%
GA
3705
Goldstein Advisors
Wisconsin
$683K +$9.82K +20 +1%
SWM
3706
Sterling Wealth Management
Illinois
$683K -$172K -350 -20%
MWM
3707
Momentous Wealth Management
Washington
$683K +$51.1K +104 +8%
SCM
3708
Summerhill Capital Management
Ontario, Canada
$682K +$699K +1,424 New
CFIA
3709
Cantor Fitzgerald Investment Advisors
New York
$682K
SF
3710
Strategent Financial
Virginia
$682K +$123K +250 +21%
WIM
3711
Wiregrass Investment Management
Georgia
$679K -$3.93K -8 -0.6%
LWM
3712
Luminvest Wealth Management
Arizona
$679K
RRA
3713
Red Reef Advisors
Florida
$678K -$16.2K -33 -2%
BAS
3714
Breakthru Advisory Services
Wisconsin
$677K -$35.3K -72 -5%
OWA
3715
Outlook Wealth Advisors
Texas
$677K
PA
3716
PFW Advisors
Georgia
$677K
CFG
3717
Carr Financial Group
Massachusetts
$676K -$285K -581 -29%
BMCM
3718
Burns Matteson Capital Management
New York
$676K +$16.7K +34 +2%
SCP
3719
Sandhill Capital Partners
New York
$676K +$91.3K +186 +15%
VW
3720
Veridan Wealth
Oregon
$674K +$54.5K +111 +9%
ORAM
3721
One River Asset Management
Connecticut
$674K +$690K +1,406 New
UWM
3722
USAdvisors Wealth Management
Minnesota
$673K +$5.89K +12 +0.9%
CWA
3723
Centerline Wealth Advisors
Kentucky
$673K -$30.9K -63 -4%
BC
3724
Bridgefront Capital
Texas
$672K +$689K +1,403 New
NFTC
3725
North Forty Two & Co
Oregon
$671K

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.