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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
APC
4201
Aspire Private Capital
North Carolina
$396K +$4.91K +10 +1%
CFM
4202
Cornerstone Financial Management
Massachusetts
$396K +$9.33K +19 +2%
MRI
4203
Mad River Investors
Massachusetts
$395K -$147K -300 -27%
LWM
4204
Level Wealth Management
North Carolina
$395K
BRIA
4205
Balanced Rock Investment Advisors
Massachusetts
$395K +$12.8K +26 +3%
RF
4206
RHS Financial
California
$395K +$44.2K +90 +12%
MCM
4207
MontVue Capital Management
Virginia
$394K -$19.6K -40 -5%
MAV
4208
Mason & Associates (Virginia)
Virginia
$394K +$33.4K +68 +9%
PCA
4209
Providence Capital Advisors
North Carolina
$394K -$162K -330 -29%
HWA
4210
Hilltop Wealth Advisors
North Carolina
$393K +$7.85K +16 +2%
KCAM
4211
Kagan Cocozza Asset Management
New Jersey
$393K
IWA
4212
IBEX Wealth Advisors
New Jersey
$391K +$401K +816 New
BWM
4213
BNC Wealth Management
Oregon
$391K -$23.6K -48 -6%
EWM
4214
Evolution Wealth Management
Florida
$391K +$74.6K +152 +23%
CAM
4215
Concorde Asset Management
Michigan
$391K -$376K -765 -48%
KIG
4216
Kessler Investment Group
Indiana
$390K -$56K -114 -12%
HIMS
4217
Hager Investment Management Services
New Hampshire
$390K
WAM
4218
Walker Asset Management
Missouri
$390K +$40.3K +82 +11%
KCM
4219
Key Capital Management
Tennessee
$389K +$174K +355 +78%
JSA
4220
Jacobson & Schmitt Advisors
Wisconsin
$389K
BCA
4221
Bay Capital Advisors
Virginia
$388K
FS
4222
Ferguson Shapiro
Georgia
$388K
CCG
4223
Chatham Capital Group
Georgia
$387K -$14.7K -30 -4%
CWMS
4224
Cannon Wealth Management Services
North Carolina
$387K +$50.6K +103 +15%
CL
4225
COWA LLC
Oklahoma
$386K -$28.5K -58 -7%

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.