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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
AW
3976
Aspirean Wealth
California
$525K +$3.44K +7 +0.6%
CFA
3977
Collaborative Fund Advisors
Nevada
$524K +$537K +1,094 New
PCS
3978
Private Client Services
Kentucky
$524K -$68.2K -139 -11%
WBCM
3979
Wilson & Boucher Capital Management
California
$524K +$27K +55 +5%
NEPPG
3980
New England Professional Planning Group
Rhode Island
$523K
RM
3981
RCW Management
Florida
$522K -$35.8K -73 -6%
CIM
3982
Chapman Investment Management
California
$522K
DPW
3983
DiNuzzo Private Wealth
Pennsylvania
$519K
AFC
3984
Ares Financial Consulting
California
$519K +$95.2K +194 +22%
DA
3985
Detalus Advisors
Missouri
$518K +$531K +1,081 New
SIM
3986
Sims Investment Management
Ohio
$517K -$4.91K -10 -0.9%
ACM
3987
Aspen Capital Management
Idaho
$517K
CL
3988
CPWA LLC
Oregon
$516K +$528K +1,076 New
LGW
3989
Leslie Global Wealth
Illinois
$516K +$17.7K +36 +3%
PCM
3990
Passive Capital Management
Maryland
$516K +$60.4K +123 +13%
IW
3991
Instrumental Wealth
Florida
$515K +$61.9K +126 +13%
GWA
3992
Gibson Wealth Advisors
Texas
$515K +$98.2K +200 +23%
CP
3993
Creekside Partners
California
$514K
RFG
3994
RFP Financial Group
Georgia
$514K
EI
3995
Ellevest Inc
New York
$513K
BDPWM
3996
Barnes Dennig Private Wealth Management
Ohio
$512K
GK
3997
Graney & King
New York
$512K
SFC
3998
Summit Financial Consulting
Michigan
$512K -$24.5K -50 -4%
TP
3999
Thayer Partners
Pennsylvania
$512K +$42.7K +87 +9%
AWM
4000
Affinity Wealth Management
Delaware
$510K +$26.5K +54 +5%

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.