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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
HBWM
851
Hollow Brook Wealth Management
New York
$19.5M -$141K -287 -0.7%
KCPG
852
Kavar Capital Partners Group
Kansas
$19.5M +$200K +407 +1%
Federated Hermes
853
Federated Hermes
Pennsylvania
$19.4M -$4.53M -9,238 -19%
BCM
854
Banyan Capital Management
Georgia
$19.4M -$1.24M -2,519 -6%
CCG
855
Cypress Capital Group
Florida
$19.4M +$77.6K +158 +0.4%
NEWAS
856
N.E.W. Advisory Services
Wisconsin
$19.3M +$184K +374 +0.9%
OCA
857
OpenArc Corporate Advisory
Georgia
$19.3M +$2.88M +5,876 +17%
AC
858
Aldebaran Capital
Indiana
$19.3M -$4.91K -10 -0%
EWM
859
Edge Wealth Management
New York
$19.2M -$253K -515 -1%
SPC
860
Sigma Planning Corp
Michigan
$19.1M -$2.32M -4,731 -11%
Vontobel Holding
861
Vontobel Holding
Switzerland
$19M -$3.22M -6,551 -14%
MWM
862
Modera Wealth Management
New Jersey
$19M -$28M -56,971 -59%
EI
863
EFG International
$18.9M -$608K -1,239 -3%
LFG
864
Lazard Frères Gestion
France
$18.9M -$5.56M -11,329 -22%
FCBT
865
First Citizens Bank & Trust
North Carolina
$18.8M +$2.31M +4,714 +14%
GWMR
866
GC Wealth Management RIA
Massachusetts
$18.8M -$364K -741 -2%
FSA
867
Financial Security Advisor
Virginia
$18.7M -$904K -1,841 -4%
HTC
868
Haverford Trust Company
Pennsylvania
$18.7M -$104K -212 -0.5%
TWM
869
TLW Wealth Management
Florida
$18.7M -$15.2K -31 -0.1%
WM
870
WS Management
Florida
$18.7M -$9.23M -18,800 -32%
PCG
871
Prosperity Consulting Group
Maryland
$18.7M +$49.6K +101 +0.3%
KWM
872
Koa Wealth Management
California
$18.6M -$24.5K -50 -0.1%
SCM
873
Steele Capital Management
Iowa
$18.6M +$2.72M +5,544 +17%
KJWM
874
Kiley Juergens Wealth Management
Washington
$18.5M -$519K -1,057 -3%
VAS
875
Vestmark Advisory Solutions
Massachusetts
$18.5M +$6.67M +13,596 +54%

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.