We are live on ! Find out more
BRK.B icon

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
CWM
4601
Copia Wealth Management
Oregon
$237K +$982 +2 +0.4%
IWP
4602
Innova Wealth Partners
Pennsylvania
$236K +$11.3K +23 +5%
CAU
4603
Caxton Associates (UK)
$236K +$242K +493 New
LSL
4604
Legacy Solutions LLC
Pennsylvania
$236K +$242K +493 New
SFCL
4605
Strengthening Families & Communities LLC
Massachusetts
$236K -$103K -210 -30%
BRPW
4606
Ballast Rock Private Wealth
South Carolina
$235K +$241K +491 New
EP
4607
E6 Portfolios
Utah
$235K -$9.82K -20 -4%
SCM
4608
Stordahl Capital Management
Colorado
$234K -$102K -207 -30%
IWC
4609
Infinity Wealth Counsel
Ohio
$234K -$7.36K -15 -3%
BFS
4610
Burkett Financial Services
South Carolina
$234K -$36.8K -75 -13%
BIA
4611
Barry Investment Advisors
Massachusetts
$233K -$2.94K -6 -1%
SWP
4612
Summit Wealth Partners
Florida
$233K +$26.5K +54 +12%
NFG
4613
Northeast Financial Group
Pennsylvania
$232K -$120K -245 -34%
SEP
4614
Signature Equity Partners
Ohio
$232K +$74.1K +151 +45%
EG
4615
Ellerson Group
Maryland
$231K -$8.35K -17 -3%
PI
4616
Parkside Investments
Illinois
$231K +$237K +483 New
BBL
4617
Beck Bode LLC
Massachusetts
$231K
ACMA
4618
Arbor Capital Management (Alaska)
Alaska
$231K -$26K -53 -10%
KCIC
4619
Kuhn & Co Investment Counsel
Illinois
$230K +$15.2K +31 +7%
MIAS
4620
Mason Investment Advisory Services
Virginia
$230K -$3.44K -7 -1%
NDWM
4621
New Dimensions Wealth Management
Texas
$230K
BWP
4622
BlueStem Wealth Partners
Minnesota
$230K +$10.3K +21 +5%
MNA
4623
Manning & Napier Advisors
New York
$230K +$5.89K +12 +3%
RFW
4624
Redwood Family Wealth
Texas
$230K +$236K +480 New
LSC
4625
Lesa Sroufe & Co
Washington
$230K -$3.44K -7 -1%

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.