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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
FA
4326
FSA Advisors
Michigan
$338K +$347K +706 New
ASG
4327
Ariston Services Group
California
$338K -$346K -705 Closed
HFF
4328
Halter Ferguson Financial
Indiana
$338K +$120K +245 +53%
OC
4329
OxenFree Capital
Florida
$338K +$6.38K +13 +2%
MWPCG
4330
Measured Wealth Private Client Group
New Hampshire
$336K -$7.36K -15 -2%
SRWM
4331
Shira Ridge Wealth Management
California
$336K
IAS
4332
Investment Advisory Services
Texas
$335K -$109K -222 -24%
MCG
4333
McCollum Christoferson Group
New York
$335K
PWM
4334
Peck Wealth Management
New York
$335K
SAM
4335
Sompo Asset Management
Japan
$335K
OSNBOA
4336
Old Second National Bank of Aurora
Illinois
$334K -$16.7K -34 -5%
FCC
4337
Flower City Capital
New York
$333K +$103K +210 +43%
TF
4338
Tenzing Financial
Virginia
$333K -$20.1K -41 -6%
OWA
4339
Oak Wealth Advisors
Illinois
$333K
ACM
4340
Aljian Capital Management
Nevada
$332K
PSA
4341
Plum Street Advisors
Louisiana
$331K -$39.3K -80 -10%
KFS
4342
Kaizen Financial Strategies
California
$331K -$6.38K -13 -2%
MG
4343
MilWealth Group
Wisconsin
$331K -$16.7K -34 -5%
SA
4344
SPG Advisors
Washington
$331K +$3.93K +8 +1%
RYA
4345
Richard Young Associates
Georgia
$331K +$339K +690 New
CF
4346
Carter Financial
California
$330K
OWM
4347
Orgel Wealth Management
Wisconsin
$329K +$103K +210 +44%
MWM
4348
Maltin Wealth Management
New Jersey
$329K -$56K -114 -14%
SIA
4349
Serenity Investment Advisors
Illinois
$328K -$1.96K -4 -0.6%
CFG
4350
Copley Financial Group
California
$328K -$2.45K -5 -0.7%

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.