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
CWRP
4626
Cassady Wealth & Retirement Planning
Nevada
$230K -$982 -2 -0.4%
TWM
4627
Troutman Wealth Management
Pennsylvania
$229K -$982 -2 -0.4%
BFA
4628
Bluestem Financial Advisors
Illinois
$229K +$235K +478 New
WPW
4629
Winthrop Partners - WNY
New York
$229K
HC
4630
Headland Capital
South Carolina
$228K -$24.1K -49 -9%
SIA
4631
Sovereign Investment Advisors
Arizona
$228K +$234K +476 New
PAG
4632
Paladin Advisory Group
Iowa
$228K -$56.5K -115 -19%
BC
4633
Barnett & Company
Tennessee
$227K +$232K +473 New
TDWM
4634
Topel & Distasi Wealth Management
California
$226K -$6.38K -13 -3%
SWIG
4635
Strategic Wealth Investment Group
Kentucky
$225K -$34.9K -71 -13%
VPP
4636
Vertex Planning Partners
Illinois
$224K -$18.7K -38 -8%
SPI
4637
Santori & Peters Inc
Pennsylvania
$224K -$3.93K -8 -2%
PCM
4638
Prospera Capital Management
Arizona
$224K +$8.84K +18 +4%
IIA
4639
Integrity Investment Advisors
Colorado
$223K -$183K -373 -44%
MAM
4640
Montchanin Asset Management
Delaware
$223K +$229K +466 New
LWMI
4641
Legacy Wealth Management (Idaho)
Idaho
$222K -$65.8K -134 -22%
SWM
4642
Steinberganna Wealth Management
New York
$222K -$2.94K -6 -1%
STAS
4643
Strong Tower Advisory Services
Minnesota
$221K -$7.92M -16,131 -97%
SIA
4644
Stegner Investment Associates
Kentucky
$221K
DBIA
4645
Dumont & Blake Investment Advisors
New Jersey
$220K +$226K +460 New
MFFIA
4646
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$220K
PCIG
4647
Partners Capital Investment Group
Massachusetts
$220K
FAC
4648
Financial Advisory Corporation
Michigan
$219K
KLCM
4649
KG&L Capital Management
Louisiana
$219K -$3.11M -6,337 -93%
AWM
4650
Allen Wealth Management
North Carolina
$219K

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.