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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
SSA
4676
Schonfeld Strategic Advisors
New York
$210K +$215K +438 New
CC
4677
Cultivar Capital
Texas
$208K
BAM
4678
Broyhill Asset Management
North Carolina
$207K -$1.12M -2,278 -84%
RWP
4679
Ridgeline Wealth Planning
Ohio
$207K +$213K +433 New
HNWA
4680
Henrickson Nauta Wealth Advisors
Michigan
$207K -$21.6K -44 -9%
GFG
4681
GR Financial Group
Arizona
$206K
GLF
4682
Groupe la Francaise
France
$206K
RW
4683
Rockport Wealth
Ohio
$206K
JWM
4684
JDH Wealth Management
California
$206K +$211K +430 New
TFA
4685
TPG Financial Advisors
Oregon
$206K -$9.82K -20 -4%
AP
4686
Advisortrust Partners
North Carolina
$206K -$8.35K -17 -4%
NFS
4687
NewCorp Financial Services
Georgia
$206K -$491 -1 -0.2%
CWA
4688
Carolina Wealth Advisors
South Carolina
$205K -$43.2K -88 -17%
OS
4689
Objectivity Squared
South Carolina
$205K -$4.91K -10 -2%
FP
4690
Fiduciary Planning
Florida
$205K
CRA
4691
Clear Retirement Advice
California
$203K +$208K +423 New
AAS
4692
AdviceOne Advisory Services
Connecticut
$202K -$8.35K -17 -4%
FPWM
4693
Five Pine Wealth Management
Idaho
$202K -$1.47K -3 -0.7%
KA
4694
Kooman & Associates
Pennsylvania
$202K +$3.93K +8 +2%
SI
4695
Stirlingshire Investments
New York
$201K -$8.84K -18 -4%
OWA
4696
OakTrust Wealth Advisors
Connecticut
$201K
PC
4697
Purewater Capital
Texas
$201K +$206K +420 New
DJFS
4698
Dean Jacobson Financial Services
Texas
$201K
SC
4699
Steph & Co
Wisconsin
$200K -$196K -400 -49%
DF
4700
DecisionPoint Financial
Arizona
$200K

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.