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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
IWP
3826
Invenio Wealth Partners
Florida
$607K +$155K +315 +33%
BAM
3827
Bellevue Asset Management
Washington
$606K +$4.42K +9 +0.7%
RWRC
3828
R.W. Roge & Company
New York
$605K +$5.89K +12 +1%
AWM
3829
Alterna Wealth Management
Texas
$604K -$143K -292 -19%
CA
3830
Crumly & Associates
Illinois
$604K +$5.4K +11 +0.9%
PCMF
3831
Private Capital Management (Florida)
Florida
$604K -$76.6K -156 -11%
HFP
3832
Holistic Financial Partners
Indiana
$603K -$9.33K -19 -1%
MLIC
3833
Mandatum Life Insurance Company
Finland
$602K +$11.8K +24 +2%
PEAK6
3834
PEAK6
Illinois
$602K -$1.48M -3,020 -71%
BPW
3835
Bingham Private Wealth
California
$602K +$193K +393 +46%
LGG
3836
Luts & Greenleigh Group
Maryland
$600K +$18.2K +37 +3%
CWM
3837
Challenger Wealth Management
California
$599K -$5.4K -11 -0.9%
CAM
3838
Congress Asset Management
Massachusetts
$599K
DIP
3839
Davis Investment Partners
North Carolina
$599K
DA
3840
Doliver Advisors
Texas
$598K
GCL
3841
Gouws Capital LLC
North Carolina
$597K
LFP
3842
Leeward Financial Partners
Washington
$597K
VAF
3843
Values Added Financial
District of Columbia
$596K -$61.9K -126 -9%
USB
3844
Union Savings Bank
Connecticut
$596K
LRWM
3845
Lord & Richards Wealth Management
Colorado
$595K +$609K +1,241 New
CC
3846
Constitution Capital
Connecticut
$595K
RC
3847
RBF Capital
California
$595K
YIM
3848
Yoffe Investment Management
Pennsylvania
$595K
EWA
3849
Exit Wealth Advisors
Georgia
$594K +$75.6K +154 +14%
NF
3850
Napier Financial
Massachusetts
$594K +$609K +1,240 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.