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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
SC
951
Syon Capital
California
$15.6M +$4.29M +8,744 +37%
PWW
952
Pettyjohn Wood & White
Virginia
$15.6M +$21.1K +43 +0.1%
TA
953
Townsend & Associates
Colorado
$15.4M -$13.9M -28,316 -46%
AP
954
Appleton Partners
Massachusetts
$15.4M -$565K -1,150 -3%
KLI
955
Kelman-Lazarov Inc
Tennessee
$15.4M -$65.8K -134 -0.4%
CA
956
Commerzbank Aktiengesellschaft
Germany
$15.4M +$1.31M +2,673 +9%
EFG
957
Embree Financial Group
Illinois
$15.3M +$78.5K +160 +0.5%
FMTC
958
Farmers & Merchants Trust Company
California
$15.3M +$164K +335 +1%
AMPWP
959
Alvarez & Marsal Private Wealth Partners
Florida
$15.3M +$988K +2,012 +7%
LA
960
LFL Advisers
Illinois
$15.2M +$54K +110 +0.3%
HTI
961
Hikari Tsushin Inc
Japan
$15.2M +$1.92M +3,902 +14%
BCFD
962
Boit C.F. David
$15.2M
LFAS
963
Level Four Advisory Services
Texas
$15.1M -$2.3M -4,689 -13%
VWA
964
Visionary Wealth Advisors
Illinois
$15.1M -$472K -961 -3%
ACS
965
Archford Capital Strategies
Illinois
$15.1M -$132K -269 -0.8%
BSL
966
Blue Sparrow LLC
Delaware
$15M -$55.7M -113,500 -78%
HW
967
Hancock Whitney
Mississippi
$15M -$239K -487 -2%
GCA
968
Greenwood Capital Associates
South Carolina
$15M -$1.35M -2,743 -8%
LNB
969
Ledyard National Bank
$15M +$387K +788 +3%
PFA
970
Pure Financial Advisors
California
$14.9M +$177K +360 +1%
PAIM
971
Punch & Associates Investment Management
Minnesota
$14.9M +$8.84K +18 +0.1%
BDLIB
972
Banque de Luxembourg Investments (BLI)
Luxembourg
$14.9M
WAP
973
Wealthcare Advisory Partners
Pennsylvania
$14.9M -$743K -1,514 -5%
PFM
974
Patton Fund Management
Texas
$14.8M +$752K +1,531 +5%
CAL
975
Capital Analysts LLC
Pennsylvania
$14.8M -$847K -1,726 -5%

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.