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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
JC
3901
JM2 Capital
Oklahoma
$567K +$3.44K +7 +0.6%
GF
3902
GTS Financial
Minnesota
$567K +$522K +1,064 New
FAM
3903
Flaharty Asset Management
Florida
$564K -$8.84K -18 -2%
OC
3904
Opinicus Capital
Florida
$564K -$4.42K -9 -0.8%
NI
3905
NFC Investments
Tennessee
$563K
APA
3906
Astoria Portfolio Advisors
New York
$563K +$6.38K +13 +1%
KG
3907
Kilter Group
New York
$563K +$7.36K +15 +1%
CG
3908
Clifford Group
Massachusetts
$562K +$45.7K +93 +9%
CWM
3909
C2C Wealth Management
Arizona
$561K -$58.9K -120 -9%
JGUA
3910
John G. Ullman & Associates
New York
$560K -$351K -715 -38%
PWM
3911
Paulson Wealth Management
Illinois
$559K +$2.94K +6 +0.5%
TAM
3912
TCP Asset Management
Ohio
$558K +$15.7K +32 +3%
VCM
3913
Virtue Capital Management
Tennessee
$558K -$43.2K -88 -7%
ORG
3914
Optimist Retirement Group
Washington
$557K -$144K -294 -20%
HC
3915
Hurley Capital
New York
$556K +$982 +2 +0.2%
BBES
3916
Buffalo Business & Estate Services
New York
$556K -$54K -110 -9%
CPG
3917
Cornerstone Planning Group
New Jersey
$554K +$146K +297 +33%
BFS
3918
Burrus Financial Services
Utah
$554K +$567K +1,156 New
DAC
3919
Dividend Assets Capital
South Carolina
$553K
TCMP
3920
Thrive Capital Management (Pennsylvania)
Pennsylvania
$553K -$382K -778 -40%
IAMOG
3921
Investors Asset Management of Georgia
Georgia
$553K +$54K +110 +11%
SBF
3922
Sara-Bay Financial
Florida
$551K +$218K +444 +63%
MCM
3923
Mendel Capital Management
Arkansas
$550K +$564K +1,148 New
FWM
3924
Foguth Wealth Management
Michigan
$550K +$66.8K +136 +13%
WA
3925
Winter & Associates
Minnesota
$550K +$184K +374 +48%

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.