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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
AI
4551
Auour Investments
Massachusetts
$251K
CTA
4552
Clear Trail Advisors
Texas
$251K
TMWM
4553
Taylor & Morgan Wealth Management
Michigan
$251K +$257K +523 New
SC
4554
Schubert & Co
Texas
$250K -$6.87K -14 -3%
UBV
4555
United Bank (Virginia)
Virginia
$250K +$7.36K +15 +3%
BDWCC
4556
B&D White Capital Company
Texas
$249K -$588K -1,198 -70%
AWA
4557
A4 Wealth Advisors
North Carolina
$249K -$107K -218 -30%
CCM
4558
Cambridge Capital Management
Illinois
$249K +$54K +110 +27%
SFA
4559
Seneca Financial Advisors
New York
$248K
ACM
4560
Andina Capital Management
Utah
$248K -$154K -313 -38%
SIP
4561
Sellwood Investment Partners
Oregon
$248K
EAP
4562
Elevation Advisory Partners
Florida
$247K +$256K +521 New
VC
4563
Veery Capital
Delaware
$247K -$2.45K -5 -1%
MHB
4564
Midwest Heritage Bank
Iowa
$247K
CP
4565
Castleview Partners
Texas
$247K +$15.7K +32 +7%
DA
4566
Dillon & Associates
Michigan
$247K -$2.45K -5 -1%
VR
4567
Valued Retirements
Texas
$247K
FFP
4568
Freedom Financial Partners
Minnesota
$246K +$252K +514 New
MWA
4569
Madson Wealth Advisors
California
$246K +$252K +514 New
KPPF
4570
Klein Pavlis & Peasley Financial
California
$246K -$50.6K -103 -17%
AWM
4571
Altus Wealth Management
Kentucky
$246K
IA
4572
IFG Advisory
Georgia
$245K -$11.6M -23,729 -98%
KWM
4573
Kiker Wealth Management
Georgia
$243K +$249K +508 New
SA
4574
SoundView Advisors
Washington
$243K
PAG
4575
Powers Advisory Group
Illinois
$243K +$47.6K +97 +24%

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.