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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
CIS
4251
Connors Investor Services
Pennsylvania
$369K
ISWM
4252
Independent Solutions Wealth Management
New York
$369K
SPI
4253
Strategic Planning Inc
Ohio
$369K
WPA
4254
Winning Points Advisors
Florida
$368K -$196K -400 -13%
KDA
4255
Kraft Davis & Associates
Missouri
$367K +$1.96K +4 +0.5%
MA
4256
MSA Advisors
California
$367K +$143K +291 +61%
MAG
4257
Members Advisory Group
New York
$367K
PFA
4258
Pathway Financial Advisors
Vermont
$365K +$5.4K +11 +1%
GFG
4259
Grantvest Financial Group
New Jersey
$365K -$29.5K -60 -7%
MMM
4260
Mendel Money Management
Illinois
$365K -$20.1K -41 -5%
SSA
4261
Shepherd Street Advisors
California
$365K +$22.1K +45 +6%
OCA
4262
Optimus Capital Advisors
Texas
$365K +$93.8K +191 +33%
IWA
4263
IVC Wealth Advisors
Pennsylvania
$365K -$1.96K -4 -0.5%
IA
4264
Invested Advisors
Pennsylvania
$364K +$1.96K +4 +0.5%
CB
4265
Community Bank
New York
$364K +$4.91K +10 +1%
ERWM
4266
E&R Wealth Management
South Carolina
$364K
MF
4267
Meridian Financial
Massachusetts
$364K
UIM
4268
Unified Investment Management
Georgia
$363K
FBC
4269
Fairfield, Bush & Co
Connecticut
$363K -$7.36K -15 -2%
KFGG
4270
Keystone Financial Group (Georgia)
Georgia
$362K
FFG
4271
Floyd Financial Group
Missouri
$362K
EFH
4272
Eaton Financial Holdings
Florida
$361K -$7.08M -14,418 -95%
FFL
4273
Financial Freedom LLC
Ohio
$360K +$22.1K +45 +6%
LWM
4274
Lighthouse Wealth Management
Ohio
$360K -$1.47K -3 -0.4%
BWM
4275
Biltmore Wealth Management
Arizona
$360K

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.