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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
CWM
4801
Consultiva Wealth Management
Puerto Rico
$57K
PL
4802
Protective Life
Alabama
$57K +$58.4K +119 New
NOI
4803
Newton One Investments
Delaware
$56.1K
WBWA
4804
William B. Walkup & Associates
South Carolina
$53.3K
MIA
4805
MeadowBrook Investment Advisors
Michigan
$53.2K
PIS
4806
POM Investment Strategies
North Carolina
$52.2K -$180K -366 -77%
LFASL
4807
Lugano Financial Advisors SA (LFA)
Switzerland
$52.2K
UOTTAIMCU
4808
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$51.8K -$34.4K -70 -39%
APW
4809
Atlantic Private Wealth
North Carolina
$51.3K -$5.4K -11 -9%
AIS
4810
Advocate Investing Services
Maryland
$47.9K
CAM
4811
Capco Asset Management
Florida
$47.9K
WT
4812
WHI Trust
Illinois
$47.9K
BCWM
4813
Ball & Co Wealth Management
Tennessee
$47K
MWA
4814
Merkkuri Wealth Advisors
New York
$46.2K +$47.1K +96 New
CPL
4815
Capital & Planning LLC
Georgia
$43.6K +$44.7K +91 New
DRP
4816
Decker Retirement Planning
Utah
$39.8K +$491 +1 +1%
LA
4817
LM Advisors
California
$39.3K -$538K -1,095 -5%
HFM
4818
Harvest Fund Management
China
$39K -$159K -323 -80%
SA
4819
Strategic Advocates
Utah
$38.8K -$1.36M -2,761 -97%
GWP
4820
Gen-Wealth Partners
Michigan
$38.8K -$6.87K -14 -15%
MHIP
4821
Mountain Hill Investment Partners
New Jersey
$36.9K
EIM
4822
Essex Investment Management
Massachusetts
$36.4K
RG
4823
RHL Group
Michigan
$33.5K -$4.42K -9 -11%
VERPA
4824
Virginia Estate & Retirement Planning Advisors
Virginia
$33.5K +$34.4K +70 New
CI
4825
Clal Insurance
Israel
$33K -$982 -2 -3%

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.