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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
BHWA
3951
Beacon Harbor Wealth Advisors
Virginia
$537K
BWA
3952
Bestgate Wealth Advisors
Maryland
$535K -$37.8K -77 -6%
HAM
3953
Harmony Asset Management
Arizona
$535K -$4.91K -10 -0.9%
BC
3954
Barrett & Company
Rhode Island
$535K +$2.45K +5 +0.5%
GRA
3955
Golden Road Advisors
Florida
$534K +$57.9K +118 +12%
TWA
3956
Trellis Wealth Advisors
California
$534K +$142K +289 +35%
BWM
3957
Braeburn Wealth Management
Michigan
$534K -$9.33K -19 -2%
MA
3958
Macro Advisors
Pennsylvania
$533K +$546K +1,113 New
EW
3959
Enzi Wealth
Texas
$533K
DAS
3960
Diversify Advisory Services
Utah
$529K -$4.33M -8,822 -89%
CWM
3961
Cranbrook Wealth Management
Michigan
$529K
GGA
3962
Granite Group Advisors
Connecticut
$528K +$35.3K +72 +7%
OWM
3963
OneAscent Wealth Management
Alabama
$528K -$115K -235 -18%
BSCCG
3964
Blue Sky Capital Consultants Group
California
$528K +$5.89K +12 +1%
WWM
3965
Wiser Wealth Management
Georgia
$528K +$54K +110 +11%
MSCM
3966
McElhenny Sheffield Capital Management
Texas
$528K +$58.4K +119 +12%
Cohen & Steers
3967
Cohen & Steers
New York
$527K -$4.86M -9,907 -90%
JRPIM
3968
Journey Retirement Planning & Investment Management
Idaho
$527K -$1.32M -2,697 -71%
WAL
3969
W Advisors LLC
Tennessee
$526K
FGC
3970
First Growth Capital
Maryland
$526K
RCP
3971
Roan Capital Partners
Tennessee
$526K +$539K +1,097 New
GSWM
3972
Greenup Street Wealth Management
Michigan
$525K -$281K -572 -34%
CCG
3973
Coastwise Capital Group
California
$525K +$32.9K +67 +7%
BA
3974
BCM Advisors
Louisiana
$525K
M
3975
MYeCFO
California
$525K

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.