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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
TCM
4351
TD Capital Management
Tennessee
$328K
BC
4352
Brio Consultants
California
$328K -$40.7K -83 -11%
LWM
4353
Latko Wealth Management
Illinois
$327K
PAM
4354
Peninsula Asset Management
Florida
$327K
GWM
4355
Greenline Wealth Management
Florida
$326K +$66.8K +136 +25%
CRI
4356
Commonwealth Retirement Investments
Virginia
$326K -$225K -458 -40%
SLG
4357
Stanley-Laman Group
Pennsylvania
$326K +$88.9K +181 +36%
SFPG
4358
Stonebridge Financial Planning Group
Florida
$326K -$5.4K -11 -2%
APW
4359
Acima Private Wealth
Virginia
$325K
SWM
4360
Stronghold Wealth Management
Florida
$325K
XFP
4361
Xena Financial Planning
Oregon
$325K
CCMW
4362
Cypress Capital Management (Wyoming)
Wyoming
$325K +$69.2K +141 +26%
RFM
4363
Royal Fund Management
Florida
$324K
TC
4364
Town Capital
Maryland
$324K -$50.1K -102 -13%
BLWM
4365
Bucket List Wealth Management
Florida
$324K -$17.2K -35 -5%
PIA
4366
Petredis Investment Advisors
Pennsylvania
$323K
HWM
4367
Howard Wealth Management
Connecticut
$323K +$331K +675 New
AIM
4368
Arcadia Investment Management
Michigan
$323K
DT
4369
DV Trading
Illinois
$323K +$236K +480 +247%
AWM
4370
Austin Wealth Management
Texas
$323K -$642K -1,307 -66%
DWA
4371
Dougherty Wealth Advisers
Minnesota
$323K +$219K +446 +196%
MCWA
4372
Meadow Creek Wealth Advisors
Georgia
$322K +$93.3K +190 +39%
HBS
4373
Howard Bailey Securities
Indiana
$322K -$982 -2 -0.3%
RHAM
4374
Round Hill Asset Management
California
$321K -$23.1K -47 -7%
BLFG
4375
Brian Low Financial Group
Louisiana
$321K -$1.96K -4 -0.6%

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.