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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
VR
4701
Vision Retirement
New Jersey
$199K +$19.6K +40 +11%
DCBT
4702
Dakota Community Bank & Trust
North Dakota
$198K -$12.3K -25 -6%
MMCM
4703
Murphy & Mullick Capital Management
New York
$198K +$4.91K +10 +2%
FDW
4704
Fourth Dimension Wealth
Ohio
$195K -$4.91K -10 -2%
DWM
4705
Darwin Wealth Management
Florida
$194K +$198K +404 New
KB
4706
Kimelman & Baird
New York
$192K -$49.1K -100 -20%
EA
4707
Evergreen Advisors
Tennessee
$190K +$194K +396 New
MUMSS
4708
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$20.1K -41 -9%
CAM
4709
Chesapeake Asset Management
New York
$189K -$12.3K -25 -6%
QWM
4710
Quaker Wealth Management
New Jersey
$189K +$2.94K +6 +2%
GCS
4711
Gordian Capital (Singapore)
Singapore
$186K
MLA
4712
MB, Levis & Associates
Pennsylvania
$182K
MAFA
4713
MJT & Associates Financial Advisory
Minnesota
$182K
WFA
4714
West Financial Advisors
Iowa
$182K -$6.38K -13 -3%
KA
4715
Kozak & Associates
Colorado
$182K -$6.87K -14 -4%
IRC
4716
Investors Research Corp
Georgia
$181K -$94.3K -192 -34%
RTL
4717
Red Tortoise LLC
Georgia
$180K
SHIM
4718
Stone House Investment Management
Pennsylvania
$178K +$60.9K +124 +50%
ACM
4719
Accent Capital Management
Ohio
$173K -$37.8K -77 -18%
BCM
4720
Birch Capital Management
Texas
$172K +$163K +333 +1,332%
NG
4721
NWK Group
California
$171K
HHGA
4722
Halbert Hargrove Global Advisors
California
$171K
LHEI
4723
Leo H. Evart Inc
California
$168K +$172K +350 New
BCM
4724
Basso Capital Management
Connecticut
$166K -$416K -847 -71%
WA
4725
WPG Advisers
Maryland
$164K -$73.1K -149 -30%

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.