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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
BGC
4751
Beutel, Goodman & Co
Ontario, Canada
$124K
IWM
4752
IMG Wealth Management
Florida
$124K -$21.1K -43 -14%
SWP
4753
SIMA Wealth Partners
Virginia
$123K
GAG
4754
Goodman Advisory Group
Massachusetts
$123K -$434K -884 -77%
AF
4755
Align Financial
Minnesota
$123K -$87.8M -178,784 -100%
FAI
4756
Fiduciary Advisors Inc
Missouri
$120K
Loomis, Sayles & Company
4757
Loomis, Sayles & Company
Massachusetts
$115K -$45.7K -93 -28%
MS
4758
Monetary Solutions
Ohio
$115K +$2.45K +5 +2%
RCM
4759
Ravenstone Capital Management
$114K +$98.2K +200 +526%
MWM
4760
Magnolia Wealth Management
Alabama
$113K +$116K +236 New
MPG
4761
My Portfolio Guide
California
$113K +$116K +236 New
FF
4762
Friedenthal Financial
New Jersey
$112K +$5.89K +12 +5%
HFS
4763
Horizon Financial Services
North Carolina
$110K +$42.7K +87 +61%
BFS
4764
Bare Financial Services
Pennsylvania
$108K +$26.5K +54 +31%
MCI
4765
MRP Capital Investments
Georgia
$108K -$12.3K -25 -10%
PPC
4766
Park Place Capital
Alabama
$107K -$12.8K -26 -10%
WPA
4767
Wealth Preservation Advisors
Tennessee
$107K -$631K -1,285 -85%
RFG
4768
REAP Financial Group
Texas
$107K
RPA
4769
Redwood Park Advisors
California
$105K
CFS
4770
CGC Financial Services
Oregon
$104K
BHWM
4771
Bay Harbor Wealth Management
Maryland
$104K -$270K -550 -72%
Q1WB
4772
Quest 10 Wealth Builders
Virginia
$101K +$27.5K +56 +36%
EFMH
4773
E Fund Management (HK)
Hong Kong
$100K +$50.1K +102 +95%
WA
4774
Whipplewood Advisors
Colorado
$98.7K +$47.1K +96 +87%
1M
4775
1248 Management
Missouri
$98.2K

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.