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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
JWM
3851
JHP Wealth Management
Colorado
$592K -$5.89K -12 -1%
SHA
3852
Seneca House Advisors
Virginia
$591K -$39.8K -81 -6%
CHWM
3853
Cauble & Harre Wealth Management
Missouri
$591K
BTC
3854
Bank & Trust Company
Illinois
$590K +$37.8K +77 +7%
KLWA
3855
Kelly Lawrence W & Associates
California
$590K -$77.6K -158 -11%
IA
3856
Intellus Advisors
Florida
$590K -$27.5K -56 -4%
E
3857
Evansbrook
Illinois
$589K -$1.47K -3 -0.2%
BWM
3858
Brickley Wealth Management
California
$588K +$13.3K +27 +2%
MPPW
3859
Mitchell & Pahl Private Wealth
Oklahoma
$588K
PPW
3860
PACK Private Wealth
Minnesota
$587K
GG
3861
Gleason Group
Kentucky
$586K -$83K -169 -12%
TF
3862
Theory Financial
Colorado
$586K
RPA
3863
Rock Point Advisors
Vermont
$585K +$33.4K +68 +6%
FFW
3864
Fusion Family Wealth
New York
$583K
FFS
3865
Forge Financial Services
Oklahoma
$583K +$597K +1,216 New
CCA
3866
Conestoga Capital Advisors
Pennsylvania
$582K
DSC
3867
Duncker Streett & Co
Missouri
$581K -$56.9K -116 -9%
AWMNH
3868
Arcadia Wealth Management (New Hampshire)
New Hampshire
$581K
TFA
3869
TrustWell Financial Advisors
Florida
$581K
IA
3870
IFS Advisors
Kansas
$581K
HA
3871
HFG Advisors
Ohio
$581K +$97.2K +198 +20%
CWM
3872
Cedar Wealth Management
California
$581K
AIP
3873
Avail Investment Partners
Pennsylvania
$580K +$594K +1,210 New
IWS
3874
Insight Wealth Strategies
California
$579K +$17.2K +35 +3%
3FI
3875
3 Factor Indexing
California
$578K +$592K +1,206 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.