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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
LMFP
4501
Larry Mathis Financial Planning
Arizona
$271K +$2.45K +5 +0.9%
CWMA
4502
Capstone Wealth Management (Alabama)
Alabama
$270K
RIA
4503
Realta Investment Advisors
Delaware
$270K -$56.5K -115 -17%
MWM
4504
Marion Wealth Management
Pennsylvania
$270K +$276K +563 New
SS
4505
Sound Stewardship
Kansas
$269K -$5.89K -12 -2%
LW
4506
Libra Wealth
California
$269K -$68.2K -139 -20%
RH
4507
RFG Holdings
Texas
$269K -$21.1K -43 -7%
BAM
4508
Beaumont Asset Management
Texas
$269K -$982 -2 -0.4%
SHFG
4509
S Harris Financial Group
Texas
$269K +$5.4K +11 +2%
GWAM
4510
Guardian Wealth Advisors (Minnesota)
Minnesota
$268K
BCM
4511
BluePath Capital Management
Georgia
$267K +$52K +106 +23%
CIC
4512
Chase Investment Counsel
Virginia
$267K
FBT
4513
First Bankers Trust
Kentucky
$266K -$76.1K -155 -22%
AFWM
4514
Arta Finance Wealth Management
California
$265K -$143K -291 -34%
WAM
4515
WealthCare Asset Management
Missouri
$265K
NWM
4516
Navigoe Wealth Management
California
$265K
VWM
4517
Vivid Wealth Management
Iowa
$265K +$4.42K +9 +2%
SMBT
4518
Southern Michigan Bank & Trust
Michigan
$265K +$271K +553 New
SWM
4519
Seaside Wealth Management
California
$265K -$6.87K -14 -2%
MF
4520
Manuka Financial
Virginia
$264K +$982 +2 +0.4%
LD
4521
Lipe & Dalton
New York
$264K
HR
4522
Howe & Rusling
New York
$264K
CTA
4523
Camelot Technology Advisors
California
$263K
TPBG
4524
Turning Point Benefit Group
Maryland
$263K -$8.35K -17 -3%
HHRDM
4525
H&H Retirement Design & Management
Nevada
$263K

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.