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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
BFP
826
Beacon Financial Planning
Massachusetts
$20.7M +$2.09M +4,257 +11%
NL
827
NWAM LLC
Washington
$20.3M +$48.6K +99 +0.2%
SCA
828
Sandy Cove Advisors
Massachusetts
$20.3M +$957K +1,949 +5%
AG
829
ASO Group
$20.3M +$557K +1,135 +3%
BIG
830
Brooklyn Investment Group
New York
$20.2M +$6.14M +12,502 +42%
CA
831
CapWealth Advisors
Tennessee
$20.2M -$18M -36,694 -47%
NP
832
NorthRock Partners
Minnesota
$20.2M +$176K +358 +0.9%
AWM
833
Axxcess Wealth Management
California
$20.1M +$997K +2,031 +5%
AF
834
Ally Financial
Michigan
$20.1M
HCM
835
Hutner Capital Management
Vermont
$20.1M +$21.1K +43 +0.1%
Massachusetts Financial Services
836
Massachusetts Financial Services
Massachusetts
$20.1M -$1.49M -3,029 -7%
TFA
837
Trinity Financial Advisors
Ohio
$20.1M +$274K +558 +1%
JFG
838
Jefferies Financial Group
New York
$20M -$61.5M -125,314 -75%
GI
839
GAMMA Investing
California
$20M +$1.94M +3,951 +10%
AC
840
Apella Capital
Connecticut
$20M +$6.33M +12,899 +44%
JWBC
841
J.W. Burns & Co
New York
$20M -$129K -262 -0.6%
CFG
842
Carter Financial Group
Illinois
$20M -$447K -910 -2%
MOS
843
MGO One Seven
Ohio
$20M -$278K -566 -1%
HIFS
844
Hingham Institution for Savings
Massachusetts
$19.9M
FISPB
845
Fideuram - Intesa Sanpaolo Private Banking
$19.8M +$1.67M +3,393 +9%
WCM
846
Weik Capital Management
Pennsylvania
$19.7M -$292K -595 -1%
VF
847
Vest Financial
Virginia
$19.6M +$15.4M +31,441 +332%
TIS
848
Titan Investment Solutions
$19.6M -$481K -979 -2%
CIM
849
Coleford Investment Management
Canada
$19.5M +$155K +316 +0.8%
AAS
850
Ameritas Advisory Services
Nebraska
$19.5M +$1.08M +2,208 +6%

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.