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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
KWM
4901
KW Wealth Management
California
-$1.24M -2,457 Closed
RS
4902
Retirement Solution
Washington
-$1.19M -2,373 Closed
Westfield Capital Management
4903
Westfield Capital Management
Massachusetts
-$1.18M -2,350 Closed
BCM
4904
Barden Capital Management
Texas
-$1.11M -2,214 Closed
BWM
4905
Bluebird Wealth Management
Massachusetts
-$1.09M -2,167 Closed
TWM
4906
Thryve Wealth Management
Texas
-$899K -1,789 Closed
AI
4907
Atom Investors
Texas
-$895K -1,781 Closed
WWM
4908
Westwood Wealth Management
California
-$848K -1,687 Closed
BMM
4909
Berkshire Money Management
Massachusetts
-$810K -1,612 Closed
ACM
4910
Aquatic Capital Management
Illinois
-$802K -1,595 Closed
BAWC
4911
Boyce & Associates Wealth Consulting
Texas
-$798K -1,588 Closed
MPW
4912
MGO Private Wealth
California
-$793K -1,577 Closed
QWM
4913
QP Wealth Management
New Jersey
-$788K -1,567 Closed
CPA
4914
Clear Point Advisors
New York
-$777K -1,546 Closed
DF
4915
Daviman Financial
Indiana
-$741K -1,475 Closed
COI
4916
Connable Office Inc
Michigan
-$739K -1,471 Closed
FF
4917
Foundry Financial
California
-$729K -1,450 Closed
RW
4918
Ridgeline Wealth
Arizona
-$694K -1,380 Closed
TF
4919
Threadgill Financial
Texas
-$668K -1,329 Closed
CP
4920
Covenant Partners
Tennessee
-$665K -1,323 Closed
GCM
4921
Goldstream Capital Management
Hong Kong
-$657K -1,308 Closed
FWP
4922
Fiduciary Wealth Partners
Massachusetts
-$596K -1,185 Closed
VWS
4923
Virtus Wealth Solutions
New Jersey
-$575K -1,144 Closed
BAM
4924
Blueshift Asset Management
New Jersey
-$563K -1,121 Closed
PCM
4925
Polymer Capital Management
New York
-$560K -1,115 Closed

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.