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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
WW
976
Waterfront Wealth
Kansas
$14.8M +$85.4K +174 +0.6%
PP
977
PDS Planning
Ohio
$14.7M +$868K +1,769 +6%
CCAM
978
Codex Capital Asset Management
Texas
$14.7M +$565K +1,150 +4%
CMP
979
Coston McIsaac & Partners
Maine
$14.7M -$115K -235 -0.8%
EW
980
Evoke Wealth
California
$14.7M -$57.4K -117 -0.4%
WCM
981
WealthBridge Capital Management
Ohio
$14.6M -$470K -957 -3%
PCM
982
Palisade Capital Management
New Jersey
$14.6M -$870K -1,772 -6%
1WM
983
1900 Wealth Management
Texas
$14.6M +$12.3M +25,081 +469%
TG
984
TCW Group
California
$14.6M +$722K +1,470 +5%
WG
985
Winton Group
United Kingdom
$14.5M +$14.9M +30,356 New
BA
986
Bellwether Advisors
Nebraska
$14.5M -$913K -1,860 -6%
IVP
987
Intrinsic Value Partners
Arizona
$14.5M -$173K -352 -1%
ECAM
988
East Coast Asset Management
Massachusetts
$14.5M -$210K -428 -1%
HCM
989
Hollencrest Capital Management
California
$14.5M -$2.45K -5 -0%
PF
990
Phoenix Financial
Israel
$14.4M -$3.95M -8,037 -21%
OKSA
991
O'Keefe Stevens Advisory
New York
$14.4M +$789K +1,608 +6%
FCM
992
Fogel Capital Management
Florida
$14.3M -$126K -257 -0.9%
PNAA
993
Pictet North America Advisors
Switzerland
$14.3M +$129K +262 +0.9%
CIM
994
Corda Investment Management
Texas
$14.2M +$3.5M +7,122 +32%
DK
995
DJE Kapital
Germany
$14.2M -$18.1M -36,875 -55%
CCM
996
Canal Capital Management
Virginia
$14.1M +$519K +1,058 +4%
MA
997
Mezzasalma Advisors
New Jersey
$14.1M +$647K +1,317 +5%
RCM
998
Regency Capital Management
Hawaii
$14.1M -$1.74M -3,547 -11%
ML
999
MLP3 LLC
New Jersey
$14.1M +$328K +668 +2%
LA
1000
LexAurum Advisors
Kansas
$14.1M +$14.4M +29,362 New

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.