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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
LF
601
Lee Financial
Texas
$33.9M -$2.35M -4,794 -6%
CG
602
Caprock Group
Idaho
$33.6M +$553K +1,127 +2%
GWM
603
Geneos Wealth Management
Colorado
$33.5M +$360K +734 +1%
AT
604
Avalon Trust
New Mexico
$33.5M -$107K -218 -0.3%
PMG
605
ProVise Management Group
Florida
$33.4M +$61.4K +125 +0.2%
VT
606
Vise Technologies
New York
$33.3M
SRC
607
Shufro Rose & Co
New York
$33.3M -$39.8K -81 -0.1%
AMCA
608
Arthur M. Cohen & Associates
Illinois
$33.1M -$826K -1,682 -2%
SNB
609
Security National Bank
Nebraska
$33.1M -$285K -581 -0.8%
LCAM
610
London & Capital Asset Management
United Kingdom
$33.1M +$1.67M +3,406 +5%
MGP
611
Metis Global Partners
California
$33M -$781K -1,590 -2%
TAM
612
Titleist Asset Management
Texas
$32.8M +$7.41M +15,091 +28%
WIC
613
Whitegate Investment Counselors
New Hampshire
$32.8M -$567K -1,155 -2%
SBWIC
614
Schaper Benz & Wise Investment Counsel
Wisconsin
$32.7M +$525K +1,070 +2%
MMA
615
Miracle Mile Advisors
California
$32.6M -$1.29M -2,627 -4%
FWCM
616
Ferguson Wellman Capital Management
Oregon
$32.6M +$2.32M +4,718 +7%
ASN
617
Advisory Services Network
Georgia
$32.5M +$1.76M +3,590 +6%
WPIC
618
White Pine Investment Company
Michigan
$32.5M -$667K -1,359 -2%
DT
619
Diversified Trust
Tennessee
$32.5M +$386K +786 +1%
CIA
620
Choate Investment Advisors
Massachusetts
$32.4M +$368K +750 +1%
CGF
621
Constant Guidance Financial
Massachusetts
$32.3M -$2.34M -4,775 -7%
TC
622
Trilogy Capital
California
$32.1M -$9.82M -19,995 -23%
WANY
623
Wealthspire Advisors (New York)
New York
$32M -$1.73M -3,525 -5%
WP
624
WealthPLAN Partners
Nebraska
$31.9M -$2.01M -4,089 -6%
BMSSC
625
B. Metzler seel. Sohn & Co
Germany
$31.8M -$1.37M -2,794 -4%

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.