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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
CC
4301
Caxton Corporation
New Jersey
$348K +$8.35K +17 +2%
HP
4302
Highlander Partners
Texas
$347K -$393K -800 -52%
SPM
4303
Summit Portfolio Management
Nevada
$347K +$356K +725 New
ST
4304
Somerset Trust
Pennsylvania
$347K
KW
4305
Keyvantage Wealth
Pennsylvania
$347K +$83.9K +171 +31%
2WWM
4306
21 West Wealth Management
California
$346K
WAM
4307
Worth Asset Management
Texas
$346K +$355K +723 New
PPA
4308
Pacific Point Advisors
California
$346K +$5.89K +12 +2%
SA
4309
Stewardship Advisors
Pennsylvania
$346K -$24.5K -50 -6%
TCM
4310
Towneley Capital Management
California
$345K -$70.2K -143 -17%
WMA
4311
William Mack & Associates
Michigan
$345K -$102K -208 -22%
AWP
4312
Axis Wealth Partners
Rhode Island
$344K +$26K +53 +8%
JFG
4313
JDM Financial Group
Texas
$344K
HIF
4314
Hill Island Financial
Michigan
$343K
BG
4315
Bollard Group
Massachusetts
$342K +$26K +53 +8%
LSA
4316
Lansing Street Advisors
Pennsylvania
$341K -$62.3K -127 -15%
DBFM
4317
Dickmeyer Boyce Financial Management
Indiana
$341K +$350K +712 New
OPOWM
4318
One Plus One Wealth Management
Florida
$341K -$53.5K -109 -13%
CWM
4319
Capstone Wealth Management
Montana
$341K
MM
4320
Marnell Management
Michigan
$340K -$39.3K -80 -10%
AWMG
4321
Alliance Wealth Management Group
New Jersey
$340K +$4.91K +10 +1%
TCM
4322
Towercrest Capital Management
Pennsylvania
$340K +$4.91K +10 +1%
WFPG
4323
Waller Financial Planning Group
Ohio
$339K +$4.91K +10 +1%
HIM
4324
Hanlon Investment Management
New Jersey
$339K +$4.42K +9 +1%
MBFW
4325
Morton Brown Family Wealth
Pennsylvania
$338K

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.