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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
SHFP
4076
Second Half Financial Partners
Florida
$467K +$177K +361 +59%
MKW
4077
Mullaney, Keating & Wright
Connecticut
$466K +$33.4K +68 +8%
CFSG
4078
Clark Financial Services Group
Missouri
$466K -$71.7K -146 -13%
UAML
4079
US Asset Management LLC
Pennsylvania
$465K -$9.33K -19 -2%
CWA
4080
Cascade Wealth Advisors
Washington
$465K +$24.5K +50 +5%
GPA
4081
Guidance Point Advisors
Massachusetts
$464K
1IA
4082
1834 Investment Advisors
Wisconsin
$463K
TLA
4083
Tanglewood Legacy Advisors
Texas
$463K
PCP
4084
Panoramic Capital Partners
Oregon
$462K +$44.2K +90 +10%
CIR
4085
Clear Investment Research
Georgia
$460K -$1.47K -3 -0.3%
RCYC
4086
Richard C. Young & Co
Rhode Island
$458K
AC
4087
Asio Capital
Kentucky
$458K -$27K -55 -5%
LKBC
4088
L.K. Benson & Company
Maryland
$458K
APW
4089
Axim Planning & Wealth
Ohio
$458K +$115K +234 +32%
MWP
4090
Moller Wealth Partners
$458K +$7.85K +16 +2%
AWP
4091
Avid Wealth Partners
Texas
$457K -$46.1K -94 -9%
IMA
4092
Investment Management Associates
Colorado
$456K -$581K -1,184 -55%
UFPG
4093
United Financial Planning Group
New York
$456K +$22.6K +46 +5%
CCM
4094
Cox Capital Management
Massachusetts
$455K
YWM
4095
Yukon Wealth Management
Kansas
$454K +$4.91K +10 +1%
GW
4096
Griffith & Werner
Georgia
$454K
BWM
4097
Boyd Wealth Management
California
$453K
AZ
4098
Alpha Zero
Florida
$453K +$28.5K +58 +7%
RIG
4099
Renaissance Investment Group
Massachusetts
$453K -$157K -320 -25%
HC
4100
Hara Capital
Washington
$451K -$24.5K -50 -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.