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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
SIMC
4376
Squire Investment Management Company
Utah
$319K +$2.45K +5 +0.8%
OIS
4377
OneAscent Investment Solutions
Alabama
$319K +$4.91K +10 +2%
CCA
4378
Conservest Capital Advisors
Pennsylvania
$319K +$34.4K +70 +12%
BMC
4379
Bear Mountain Capital
Washington
$319K
EPG
4380
Estate Planners Group
Pennsylvania
$318K -$38.3K -78 -11%
RWC
4381
Rare Wolf Capital
Washington
$318K
SC
4382
Schulhoff & Co
Ohio
$318K
PP
4383
PFS Partners
New Jersey
$317K +$5.89K +12 +2%
AA
4384
ArborFi Advisors
Michigan
$317K -$104K -212 -24%
WMA
4385
Wealth Management Associates
New Jersey
$317K -$15.7K -32 -5%
WWG
4386
West Wealth Group
California
$317K -$135K -276 -29%
1CP
4387
1015 Capital Partners
Pennsylvania
$317K
OFG
4388
OmniStar Financial Group
North Carolina
$316K -$67.3K -137 -17%
SWM
4389
Sherman Wealth Management
Maryland
$316K
BW
4390
BXM Wealth
Colorado
$315K -$11.3K -23 -3%
TFP
4391
TrueWealth Financial Partners
Washington
$315K +$323K +657 New
PWP
4392
Phillips Wealth Planners
Mississippi
$315K -$9.33K -19 -3%
TFCP
4393
Twin Focus Capital Partners
Massachusetts
$314K
GSIS
4394
Global Strategic Investment Solutions
Arizona
$313K -$3.93K -8 -1%
AFA
4395
Alpha Financial Advisors
North Carolina
$313K +$1.96K +4 +0.6%
KWM
4396
Kaydan Wealth Management
Michigan
$313K
CTC
4397
Corundum Trust Company
South Dakota
$313K +$7.36K +15 +2%
PRRFG
4398
Paul R. Ried Financial Group
Washington
$312K -$4.91K -10 -2%
RWMG
4399
Redwood Wealth Management Group
New Jersey
$312K -$24.5K -50 -7%
FWC
4400
First Washington Corp
Washington
$311K

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.