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
HIW
3926
Holos Integrated Wealth
Pennsylvania
$549K +$564K +1,148 +114,800%
VCM
3927
Viewpoint Capital Management
Washington
$549K
EMC
3928
Everest Management Corp
California
$548K +$87.9K +179 +19%
NWP
3929
NerdWallet Wealth Partners
New York
$548K -$6.38K -13 -1%
GRWP
3930
Green Ridge Wealth Planning
New Jersey
$548K +$10.8K +22 +2%
FC
3931
Fusion Capital
South Carolina
$547K -$1.96K -4 -0.3%
KWA
3932
Kellett Wealth Advisors
Ohio
$546K -$2.07M -4,222 -79%
AWP
3933
Accretive Wealth Partners
New Jersey
$546K +$110K +224 +24%
JPLA
3934
Joseph P. Lucia & Associates
New York
$546K -$16.2K -33 -3%
TF
3935
Tandem Financial
Colorado
$545K +$325K +662 +139%
CCMG
3936
Connecticut Capital Management Group
Connecticut
$545K +$1.47K +3 +0.3%
SDWMA
3937
Schneider Downs Wealth Management Advisors
Pennsylvania
$544K
MFC
3938
Morris Financial Concepts
South Carolina
$544K -$52K -106 -9%
FSBI
3939
Fearless Solutions (Best Invest)
Texas
$544K -$14.7K -30 -3%
RLWM
3940
RF&L Wealth Management
Massachusetts
$542K -$49.1K -100 -8%
AC
3941
Anson Capital
Georgia
$542K -$43.2K -88 -7%
IJWM
3942
Inman Jager Wealth Management
Mississippi
$542K
HWMC
3943
Heritage Wealth Management (California)
California
$542K -$10.3K -21 -2%
CFG
3944
Certior Financial Group
Pennsylvania
$541K -$16.2K -33 -3%
AWP
3945
Atlas Wealth Partners
Pennsylvania
$541K
CWM
3946
Concentrum Wealth Management
California
$541K -$8.36M -17,038 -94%
BCP
3947
Blackhawk Capital Partners
Wisconsin
$541K -$29.9K -61 -5%
HFS
3948
Hughes Financial Services
Virginia
$539K -$35.8K -73 -6%
PCA
3949
Peddock Capital Advisors
Massachusetts
$539K -$49.1K -100 -8%
WPA
3950
West Paces Advisors
Georgia
$538K -$4.91K -10 -0.9%

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.