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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
MFG
4001
Mustico Financial Group
New York
$509K +$37.3K +76 +8%
IASG
4002
Investment Advisory Services Group
Florida
$507K -$1.14M -2,314 -69%
MCM
4003
Monument Capital Management
Virginia
$506K +$6.87K +14 +1%
CC
4004
Climber Capital
Switzerland
$505K +$147K +300 +40%
RS
4005
R Squared
Hong Kong
$505K +$517K +1,053 New
TCM
4006
TT Capital Management
California
$504K +$516K +1,051 New
TS
4007
TradeWell Securities
Indiana
$504K +$12.8K +26 +3%
E
4008
EntreWealth
Texas
$504K +$38.3K +78 +8%
DWM
4009
Daner Wealth Management
Georgia
$503K
MSWM
4010
Mowery & Schoenfeld Wealth Management
Illinois
$502K -$126K -257 -20%
TWM
4011
TSA Wealth Management
Texas
$502K +$62.8K +128 +14%
BIA
4012
Benchmark Investment Advisors
Illinois
$501K +$513K +1,046 New
CBT
4013
Crews Bank & Trust
Florida
$500K -$1.47K -3 -0.3%
CWR
4014
Chico Wealth RIA
California
$500K +$5.89K +12 +1%
SIA
4015
SkyView Investment Advisors
New Jersey
$499K +$61.9K +126 +14%
MWM
4016
Madrid Wealth Management
New Mexico
$499K +$200K +408 +64%
VBA
4017
von Borstel & Associates
Oregon
$498K +$52K +106 +11%
FFS
4018
Fischer Financial Services
Pennsylvania
$497K -$5.1M -10,387 -91%
BF
4019
Brogan Financial
Tennessee
$497K +$982 +2 +0.2%
GWA
4020
Geometric Wealth Advisors
District of Columbia
$497K +$25K +51 +5%
BL
4021
Balentine LLC
Georgia
$496K -$21.1K -43 -4%
OPWM
4022
Oregon Pacific Wealth Management
Oregon
$496K -$93.3K -190 -16%
KIG
4023
Kennedy Investment Group
New Jersey
$495K -$491 -1 -0.1%
SCM
4024
Sidoxia Capital Management
California
$495K +$508K +1,034 New
VWM
4025
Vigilare Wealth Management
Arizona
$494K +$12.3K +25 +2%

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.