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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
MSWMA
4026
Market Street Wealth Management Advisors
Indiana
$494K +$53.5K +109 +12%
HOWA
4027
Heritage Oak Wealth Advisors
Florida
$494K +$38.3K +78 +8%
SGC
4028
Slocum, Gordon & Co
Rhode Island
$492K -$49.1K -100 -9%
PFA
4029
Plotkin Financial Advisors
Maryland
$492K +$23.1K +47 +5%
PWA
4030
Peterson Wealth Advisors
Utah
$491K +$3.93K +8 +0.8%
E
4031
Entelevest
Florida
$490K +$86.4K +176 +21%
WCA
4032
Westover Capital Advisors
Delaware
$490K +$55.5K +113 +12%
LFS
4033
Lighthouse Financial Services
California
$490K
TFA
4034
Toth Financial Advisory
Virginia
$489K -$7.85K -16 -2%
OPWM
4035
Oxinas Partners Wealth Management
Indiana
$489K +$3.93K +8 +0.8%
BWM
4036
BCO Wealth Management
New Mexico
$488K
PFW
4037
Petros Family Wealth
Minnesota
$486K -$229K -467 -32%
SR
4038
Syntax Research
Florida
$485K -$5.89K -12 -1%
MCA
4039
McGuire Capital Advisors
Oklahoma
$485K +$9.82K +20 +2%
CCIA
4040
Cherry Creek Investment Advisors
Colorado
$484K -$26K -53 -5%
DSC
4041
Daytona Street Capital
Missouri
$482K
DFG
4042
DiPaolo Financial Group
Florida
$482K +$58.9K +120 +14%
PG
4043
Prostatis Group
Maryland
$482K +$4.42K +9 +0.9%
PS
4044
Pinney & Scofield
Massachusetts
$480K
SF
4045
Seek First
California
$480K
KPP
4046
Kings Path Partners
Texas
$480K
OPW
4047
Oxler Private Wealth
New York
$480K
PFA
4048
Pinnacle Family Advisors
Missouri
$480K
WAM
4049
Wallington Asset Management
Indiana
$479K -$443K -903 -47%
NOCM
4050
Night Owl Capital Management
Connecticut
$479K

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.