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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
DWM
4451
Dynasty Wealth Management
Florida
$291K +$74.1K +151 +33%
DCU
4452
Dara Capital US
Florida
$291K
AWA
4453
Asempa Wealth Advisors
Louisiana
$291K
CSI
4454
Clark & Stuart Inc
Maine
$291K
RF
4455
RetireMitten Financial
Michigan
$290K +$297K +605 New
BHFP
4456
Blom & Howell Financial Planning
California
$289K -$491 -1 -0.2%
BFP
4457
Brewster Financial Planning
New York
$289K
PWS
4458
Pursuit Wealth Strategies
North Carolina
$289K +$23.1K +47 +8%
DWA
4459
Delap Wealth Advisory
Oregon
$289K -$95.7K -195 -24%
BSAM
4460
Blue Square Asset Management
New York
$288K -$3.44K -7 -1%
LIA
4461
LifePlan Investment Advisors
North Carolina
$288K -$9.82K -20 -3%
CB
4462
Centennial Bank
Arkansas
$288K -$7.36K -15 -2%
NME
4463
Notis-McConarty Edward
$288K -$1.96K -4 -0.7%
BNMT
4464
Bawa N Mallick Trust
New York
$288K
SC
4465
Skylands Capital
Wisconsin
$288K
SCA
4466
Southern Capital Advisors
Tennessee
$288K +$295K +600 New
PPP
4467
Prism Planning Partners
Illinois
$287K -$228K -464 -44%
HKIMG
4468
Hutchens & Kramer Investment Management Group
Indiana
$287K +$17.7K +36 +6%
CSIA
4469
Conrad Siegel Investment Advisors
Pennsylvania
$287K +$18.7K +38 +7%
AWA
4470
Aquire Wealth Advisors
Utah
$287K +$25.5K +52 +10%
RGF
4471
Retirement Guys Formula
Ohio
$285K -$982 -2 -0.3%
AWA
4472
Archvest Wealth Advisors
California
$285K +$17.7K +36 +6%
OFG
4473
Omega Financial Group
California
$285K
WAN
4474
Wealth Advisors Northwest
Oregon
$283K -$3.93K -8 -1%
PFA
4475
Providence Financial Advisors
Kansas
$283K +$44.2K +90 +18%

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.