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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
EWA
4151
Emergent Wealth Advisors
New York
$422K +$91.8K +187 +27%
OCM
4152
Orion Capital Management
California
$420K -$41.7K -85 -9%
AA
4153
AJ Advisors
Tennessee
$420K +$15.7K +32 +4%
BRG
4154
Bay Rivers Group
Virginia
$419K
AC
4155
Addison Capital
Pennsylvania
$418K +$22.1K +45 +5%
IWB
4156
Innovative Wealth Building
Maryland
$418K +$29.5K +60 +7%
JA
4157
JVL Associates
Michigan
$418K +$30.9K +63 +8%
BWM
4158
BankPlus Wealth Management
Mississippi
$417K +$427K +870 New
EC
4159
Eaton-Cambridge
Arizona
$416K +$63.8K +130 +18%
ASW
4160
Astoria Strategic Wealth
Texas
$414K
KOMWMG
4161
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$414K +$15.7K +32 +4%
AFGAS
4162
Allegiance Financial Group Advisory Services
Virginia
$414K -$1.96K -4 -0.5%
BIG
4163
Builder Investment Group
Georgia
$413K
RWM
4164
Refined Wealth Management
Utah
$412K
B
4165
Barings
North Carolina
$412K +$3.44K +7 +0.8%
NA
4166
Note Advisors
New York
$412K
MW
4167
Marrick Wealth
California
$412K -$8.84K -18 -2%
SWM
4168
Sagace Wealth Management
Florida
$411K +$30.4K +62 +8%
FWM
4169
Finer Wealth Management
Massachusetts
$410K +$420K +856 New
SSW
4170
Stone Summit Wealth
Florida
$410K -$29.5K -60 -7%
OPTFSNA
4171
Old Point Trust & Financial Services N A
Virginia
$410K -$14.7K -30 -3%
HPC
4172
Hobart Private Capital
North Carolina
$409K +$78.1K +159 +23%
SPP
4173
Single Point Partners
Massachusetts
$409K -$5.89K -12 -1%
IIA
4174
ICW Investment Advisors
Arizona
$409K +$419K +853 New
1CP
4175
17 Capital Partners
Arizona
$408K +$5.4K +11 +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.