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
AEPWM
4726
Atlantic Edge Private Wealth Management
Florida
$163K
RS
4727
Rakuten Securities
Japan
$153K -$786K -1,601 -83%
AAG
4728
Accordant Advisory Group
Maryland
$153K -$24.5K -50 -14%
SVWA
4729
Sarver Vrooman Wealth Advisors
Missouri
$153K
HWM
4730
HighMark Wealth Management
Minnesota
$149K
HIC
4731
Hamrick Investment Counsel
Washington
$148K +$132K +268 +654%
LIA
4732
Luken Investment Analytics
Tennessee
$147K -$6.38K -13 -4%
SSG
4733
Summit Securities Group
New York
$144K -$1.19M -2,423 -89%
SC
4734
Solstein Capital
California
$144K
CWIG
4735
Chung Wu Investment Group
Texas
$144K
Mirae Asset Global Investments
4736
Mirae Asset Global Investments
South Korea
$139K -$147M -298,439 -100%
SC
4737
Sawyer & Company
Massachusetts
$139K -$9.33K -19 -6%
TTIC
4738
Tower Trust & Investment Company
Iowa
$137K +$491 +1 +0.4%
MDA
4739
Minot DeBlois Advisors
Massachusetts
$137K -$2.45K -5 -2%
BW
4740
Bravera Wealth
North Dakota
$137K
CAM
4741
Clarity Asset Management
Iowa
$136K
SCM
4742
Silvant Capital Management
Georgia
$136K
IPS
4743
Investors Portfolio Services
Washington
$135K +$47.6K +97 +52%
AIA
4744
Aventus Investment Advisors
Florida
$133K
RF
4745
Robinswood Financial
Washington
$132K +$21.6K +44 +19%
WA
4746
Walsh & Associates
Florida
$128K +$982 +2 +0.8%
FFC
4747
First Financial Corp
Indiana
$127K -$7.85K -16 -6%
WG
4748
Wellington Group
Indiana
$127K -$7.85K -16 -6%
RWM
4749
RMG Wealth Management
Wisconsin
$125K +$71.2K +145 +126%
SAM
4750
Sherman Asset Management
California
$125K

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.