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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
PCA
701
Purkiss Capital Advisors
Connecticut
$26.6M +$146K +298 +0.5%
SCM
702
Shelton Capital Management
Colorado
$26.5M -$4.2M -8,553 -13%
UI
703
Unconventional Investor
New Hampshire
$26.4M -$195K -397 -0.7%
CWM
704
Cabot Wealth Management
Massachusetts
$26.4M +$16.7K +34 +0.1%
7WCP
705
71 West Capital Partners
Massachusetts
$26.3M +$2.41M +4,902 +10%
Mawer Investment Management
706
Mawer Investment Management
Alberta, Canada
$26.2M -$82K -167 -0.3%
AIM
707
Allen Investment Management
New York
$26.1M -$9.02M -18,365 -25%
EP
708
Elkhorn Partners
Nebraska
$26.1M +$184K +375 +0.7%
SCA
709
Snowden Capital Advisors
New York
$26.1M +$905K +1,843 +4%
SC
710
Stephenson & Company
California
$26M +$878K +1,789 +3%
EPIMS
711
Evelyn Partners Investment Management Services
$26M +$2.26M +4,608 +9%
CA
712
Cornerstone Advisory
Maryland
$26M +$111K +227 +0.4%
ATPW
713
Ashton Thomas Private Wealth
Arizona
$25.9M -$283K -577 -1%
FFM
714
Fisher Funds Management
New Zealand
$25.9M -$5.28M -10,748 -17%
TC
715
Truvestments Capital
Florida
$25.8M -$1.29M -2,632 -5%
TSW
716
Thompson Siegel & Walmsley
Virginia
$25.8M +$712K +1,451 +3%
PS
717
Principal Securities
Iowa
$25.7M +$2.14M +4,355 +9%
ECM
718
Evergreen Capital Management
Washington
$25.7M +$4.04M +8,223 +18%
EI
719
Ethic Inc
New York
$25.6M +$863K +1,757 +3%
NDSIB
720
North Dakota State Investment Board
North Dakota
$25.6M -$4.82M -9,819 -16%
FG
721
Fiduciary Group
Georgia
$25.5M -$87.9K -179 -0.3%
P3I
722
Progeny 3 Inc
Washington
$25.5M
IA
723
IFP Advisors
Florida
$25.4M +$1.56M +3,180 +6%
DWP
724
Daymark Wealth Partners
Ohio
$25.4M +$532K +1,083 +2%
PPG
725
Peak Planning Group
Colorado
$25.3M +$190K +387 +0.7%

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.