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
CI
4051
Corient IA
Florida
$479K +$491K +1,000 New
TAR
4052
Trask Adam Roland
$479K +$491K +1,000 New
AAM
4053
American Asset Management
Florida
$479K -$4.42K -9 -0.9%
JF
4054
Joule Financial
Kentucky
$476K +$24.1K +49 +5%
HWM
4055
Horizons Wealth Management
North Carolina
$476K -$233K -475 -32%
CWAF
4056
Core Wealth Advisors (Florida)
Florida
$475K +$99.2K +202 +26%
RG
4057
Renaissance Group
Kentucky
$474K
TFG
4058
Tull Financial Group
Virginia
$473K -$1.96K -4 -0.4%
TIM
4059
Thompson Investment Management
Wisconsin
$473K +$155K +315 +47%
NWMP
4060
Noble Wealth Management PBC
Colorado
$473K +$7.85K +16 +2%
NWM
4061
Nolet Wealth Management
Texas
$473K -$94.3K -192 -16%
FFA
4062
Frazier Financial Advisors
Ohio
$472K +$52K +106 +12%
PIN
4063
Prudent Investors Network
California
$472K -$60.9K -124 -11%
RWM
4064
Reston Wealth Management
Virginia
$472K -$21.6K -44 -4%
IWMO
4065
Integrated Wealth Management (Ohio)
Ohio
$471K
FF
4066
Farrow Financial
Vermont
$471K -$19.6K -40 -4%
RMS
4067
Retirement Management Systems
Maryland
$471K
PP
4068
Postrock Partners
Oregon
$470K
APWA
4069
Atlas Private Wealth Advisors
New Jersey
$470K +$22.1K +45 +5%
CIA
4070
Caerus Investment Advisors
Texas
$470K -$714K -1,454 -60%
AWA
4071
Alaska Wealth Advisors
Alaska
$470K -$3.44K -7 -0.7%
SIM
4072
Synergy Investment Management
Florida
$469K +$22.6K +46 +5%
HGA
4073
Hobbs Group Advisors
South Carolina
$468K +$257K +523 +115%
DR
4074
Davis Rea
Ontario, Canada
$468K -$24.5K -50 -5%
DWM
4075
Dogwood Wealth Management
Kansas
$468K -$159K -323 -25%

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.