We are live on ! Find out more
BRK.B icon

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
OIM
3801
Orca Investment Management
Oregon
$623K
FPW
3802
Flywheel Private Wealth
California
$623K +$245K +500 +63%
RPCONE
3803
Retirement Planning Company of New England
Rhode Island
$623K +$13.3K +27 +2%
EWA
3804
Eagle Wealth Advisors
Connecticut
$622K +$13.7K +28 +2%
SFP
3805
SwitchPoint Financial Planning
Utah
$622K +$8.84K +18 +1%
AFM
3806
Abbot Financial Management
Massachusetts
$621K
FF
3807
Formulate Financial
Florida
$621K
KWA
3808
Kondo Wealth Advisors
California
$618K +$202K +411 +47%
CP
3809
Clarendon Private
Massachusetts
$618K +$224K +456 +55%
VFG
3810
V2 Financial group
Illinois
$618K +$633K +1,290 New
CFO
3811
Collective Family Office
Pennsylvania
$618K -$8.84K -18 -1%
IAP
3812
Indie Asset Partners
Indiana
$616K +$16.7K +34 +3%
JWM
3813
Johnson Wealth Management
North Dakota
$616K -$5.4K -11 -0.8%
AWM
3814
Avondale Wealth Management
Texas
$616K +$211K +430 +50%
AP
3815
Aspect Partners
Virginia
$614K -$10.3K -21 -2%
HFA
3816
Highland Financial Advisors
New Jersey
$614K +$128K +261 +26%
ACM
3817
Avos Capital Management
Washington
$613K -$65.8K -134 -9%
MFG
3818
Mosaic Financial Group
Illinois
$613K -$70.2K -143 -10%
DAS
3819
Daybright Advisory Services
Florida
$613K -$62.8K -128 -9%
PS
3820
Portfolio Strategies
New York
$611K
AWS
3821
Aspen Wealth Strategies
Colorado
$610K
FC
3822
Financial Council
Maryland
$610K
CLIP
3823
Colter Lewis Investment Partners
Connecticut
$608K -$101K -205 -14%
PWM
3824
Pines Wealth Management
North Carolina
$607K -$14.7K -30 -2%
SPG
3825
Strategic Planning Group
Utah
$607K -$29.9K -61 -5%

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.