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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
PPWM
4126
Premier Private Wealth Management
Florida
$433K
PFS
4127
Prospect Financial Services
New York
$433K -$40.7K -83 -8%
LWA
4128
Lifelong Wealth Advisors
Minnesota
$432K -$1.96K -4 -0.4%
DWM
4129
DeLarme Wealth Management
California
$432K +$982 +2 +0.2%
AAM
4130
Ackerman Asset Management
Maryland
$431K -$26K -53 -6%
ZAM
4131
Zevin Asset Management
Massachusetts
$431K -$53.5K -109 -11%
BOSSRA
4132
B.O.S.S. Retirement Advisors
Utah
$431K -$982 -2 -0.2%
HFS
4133
Hoge Financial Services
Pennsylvania
$430K +$17.7K +36 +4%
WLPWM
4134
Walled Lake Planning & Wealth Management
Illinois
$430K
RF
4135
Roxbury Financial
New Jersey
$429K
EM
4136
ELCO Management
New York
$429K
CWM
4137
Collaborative Wealth Management
Florida
$428K -$393K -801 -47%
AAS
4138
Asset Allocation Strategies
Michigan
$427K +$2.45K +5 +0.6%
LI
4139
LVZ Inc
Michigan
$427K +$7.85K +16 +2%
WDC
4140
Woodward Diversified Capital
California
$427K -$15.7K -32 -3%
PFA
4141
Presper Financial Architects
Ohio
$427K -$32.9K -67 -7%
MFA
4142
Morling Financial Advisors
California
$427K -$4.42K -9 -1%
GCP
4143
Guardian Capital (Pennsylvania)
Pennsylvania
$426K -$346K -704 -44%
HSWS
4144
Higgins & Schmidt Wealth Strategies
Colorado
$425K +$2.94K +6 +0.7%
EFG
4145
Ehrlich Financial Group
California
$424K
AIA
4146
Accelerate Investment Advisors
California
$424K +$982 +2 +0.2%
MPIA
4147
Mountain Pacific Investment Advisers
Idaho
$423K -$380K -775 -47%
LFP
4148
Lakeshore Financial Planning
Michigan
$422K
SWM
4149
SilverOak Wealth Management
Minnesota
$422K -$200K -408 -32%
CW
4150
Curio Wealth
Maryland
$422K +$4.42K +9 +1%

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.