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
WMWM
4101
Wilkins Miller Wealth Management
Alabama
$451K +$130K +265 +39%
OAP
4102
One Advisory Partners
Kansas
$451K
S
4103
Sachetta
Massachusetts
$450K +$26K +53 +6%
TS
4104
Tamar Securities
California
$449K +$131K +266 +40%
EA
4105
Echo45 Advisors
California
$447K +$33.4K +68 +8%
TFA
4106
Tobias Financial Advisors
Florida
$446K -$153K -311 -25%
IQI
4107
Integrated Quantitative Investments
Washington
$445K +$228K +464 +100%
NECFA
4108
New England Capital Financial Advisors
Connecticut
$444K
PWP
4109
Precedent Wealth Partners
Texas
$444K -$2.45K -5 -0.5%
AHC
4110
Adell Harriman & Carpenter
Texas
$443K -$140K -285 -24%
ATWA
4111
Arbor Trust Wealth Advisors
Michigan
$441K -$78.5K -160 -15%
RSS
4112
Rosenblum Silverman Sutton
California
$441K -$12.3K -25 -3%
CCAL
4113
City Center Advisors LLC
Michigan
$441K +$10.3K +21 +2%
BB
4114
Berkshire Bank
Massachusetts
$440K -$49.1K -100 -10%
GBFP
4115
Golden Bell Financial Planning
Georgia
$440K
MWA
4116
Medallion Wealth Advisors
Connecticut
$439K -$1.96K -4 -0.4%
ANBOT
4117
American National Bank of Texas
Texas
$439K
LBWM
4118
Left Brain Wealth Management
Illinois
$439K -$58.9K -120 -12%
BWM
4119
Brown Wealth Management
Illinois
$439K +$79.5K +162 +21%
PWM
4120
Purus Wealth Management
California
$438K -$33.4K -68 -7%
GWM
4121
GK Wealth Management
Nevada
$435K -$311K -633 -41%
DWM
4122
DWR Wealth Management
California
$435K
AWP
4123
Astra Wealth Partners
New Jersey
$434K +$12.3K +25 +3%
VWM
4124
Valley Wealth Managers
New Jersey
$434K -$10.8K -22 -2%
EA
4125
Evolution Advisers
Virginia
$433K

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.