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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
MAM
4651
Mullooly Asset Management
New Jersey
$219K
APFP
4652
Action Point Financial Planning
Michigan
$219K +$225K +458 New
TFA
4653
Transamerica Financial Advisors
Florida
$219K +$95.2K +194 +74%
WIP
4654
WealthCare Investment Partners
Rhode Island
$218K
LC
4655
Luminist Capital
Michigan
$218K
DIA
4656
Davidson Investment Advisors
Montana
$218K -$53K -108 -19%
DWS
4657
Dynamic Wealth Strategies
California
$217K -$51.1K -104 -19%
ZWA
4658
Zinnia Wealth Advisory
Florida
$216K -$10.8K -22 -5%
BW
4659
BostonPremier Wealth
Massachusetts
$216K
F8IS
4660
Figure 8 Investment Strategies
Idaho
$216K -$24.5K -50 -10%
CP
4661
Cumberland Partners
Ontario, Canada
$216K
I
4662
InvesTrust
Oklahoma
$216K
LFA
4663
LifeGuide Financial Advisors
Pennsylvania
$216K
SICM
4664
Sustainable Insight Capital Management
New York
$215K
NIWA
4665
New Insight Wealth Advisors
California
$215K +$7.36K +15 +3%
MWM
4666
Melfa Wealth Management
Massachusetts
$214K +$5.4K +11 +3%
EWS
4667
Eagle Wealth Strategies
New Jersey
$213K +$218K +445 New
CLP
4668
Charis Legacy Partners
Texas
$212K
LFIA
4669
Legacy Financial Independent Advisors
Kentucky
$212K +$217K +443 New
JWM
4670
Jeppson Wealth Management
California
$212K
IG
4671
IFS Group
Pennsylvania
$211K +$216K +440 New
BWM
4672
Briggs Wealth Management
Connecticut
$211K
BCIM
4673
Bishop & Co Investment Management
Pennsylvania
$211K +$216K +440 New
EWM
4674
Endowment Wealth Management
Wisconsin
$210K +$216K +439 New
FCM
4675
Fieldview Capital Management
Michigan
$210K +$215K +438 New

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.