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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
LF
4176
Lighthouse Financial
Florida
$408K +$74.6K +152 +22%
FA
4177
Fortis Advisors
Pennsylvania
$408K -$2.45K -5 -0.6%
SP
4178
Successful Portfolios
Florida
$407K -$431K -877 -51%
CCC
4179
Chelsea Counsel Company
California
$407K
GKFF
4180
George Kaiser Family Foundation
Oklahoma
$407K
PGCM
4181
Prescott Group Capital Management
Oklahoma
$407K
ACA
4182
American Capital Advisory
Idaho
$406K -$110K -224 -21%
SCA
4183
Strathmore Capital Advisors
North Carolina
$405K +$9.82K +20 +2%
DWS
4184
Discipline Wealth Solutions
South Carolina
$405K +$415K +846 New
VWA
4185
Valued Wealth Advisors
Utah
$405K -$16.7K -34 -4%
RIM
4186
Reliant Investment Management
Tennessee
$405K +$104K +211 +33%
WWM
4187
Walser Wealth Management
Florida
$404K +$99.2K +202 +32%
RWM
4188
Rockline Wealth Management
New York
$403K -$67.7K -138 -14%
AWA
4189
American Wealth Advisors
Georgia
$403K
CCM
4190
Cloud Capital Management
Washington
$401K +$74.6K +152 +22%
MWA
4191
Mills Wealth Advisors
Texas
$401K +$2.45K +5 +0.6%
SSWG
4192
Seven Springs Wealth Group
Tennessee
$400K -$58.9K -120 -13%
KFP
4193
Keener Financial Planning
Texas
$400K -$5.4K -11 -1%
AWM
4194
Athena Wealth Management
Nevada
$399K +$3.93K +8 +1%
WFS
4195
Widmann Financial Services
Maryland
$398K
GC
4196
Granville Capital
North Carolina
$397K -$62.3K -127 -13%
NLWP
4197
Next Level Wealth Planning
Idaho
$397K +$3.44K +7 +0.9%
SI
4198
Saxon Interests
Texas
$397K +$32.9K +67 +9%
AWMG
4199
ADG Wealth Management Group
Louisiana
$397K +$35.8K +73 +10%
KFP
4200
Kerr Financial Planning
California
$397K +$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.