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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
IPW
1026
Inlet Private Wealth
Florida
$13.6M -$1.93M -3,935 -12%
FHA
1027
Flagship Harbor Advisors
Massachusetts
$13.5M +$88.9K +181 +0.6%
EPIME
1028
Evelyn Partners Investment Management (Europe)
$13.5M -$89.3K -182 -0.6%
LA
1029
Lakeside Advisors
Washington
$13.5M -$4.91K -10 -0%
KA
1030
Kovack Advisors
Florida
$13.5M -$1.34M -2,723 -9%
SIA
1031
SeaBridge Investment Advisors
New Jersey
$13.5M +$1.63M +3,325 +13%
SAM
1032
SEB Asset Management
$13.4M +$13.7M +27,953 New
FCP
1033
Fidelis Capital Partners
Florida
$13.3M +$46.1K +94 +0.3%
AIP
1034
Ameritas Investment Partners
Nebraska
$13.3M -$65.3K -133 -0.5%
OBGC
1035
O'Brien Greene & Co
Pennsylvania
$13.3M -$41.7K -85 -0.3%
GWANC
1036
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.3M +$66.8K +136 +0.5%
FFWA
1037
FRG Family Wealth Advisors
Washington
$13.3M -$349K -710 -2%
CI
1038
Canerector Inc
Ontario, Canada
$13.2M
VI
1039
Vestcor Inc
New Brunswick, Canada
$13.2M
NCM
1040
Northside Capital Management
Oregon
$13.2M +$164K +334 +1%
MCM
1041
Mitchell Capital Management
Kansas
$13.2M +$910K +1,853 +7%
FSG
1042
Financial Strategies Group
Michigan
$13.2M +$1.2M +2,453 +10%
PWP
1043
Principle Wealth Partners
Connecticut
$13.1M +$14.2K +29 +0.1%
SWP
1044
Sagespring Wealth Partners
Tennessee
$13.1M -$138K -282 -1%
HCMT
1045
Highland Capital Management (Tennessee)
Tennessee
$13.1M -$25.5K -52 -0.2%
PAG
1046
Private Advisory Group
Washington
$13.1M -$4.21M -8,579 -24%
EWA
1047
EQ Wealth Advisors
Texas
$13.1M +$734K +1,496 +6%
EGA
1048
Eagle Global Advisors
Texas
$13.1M -$270K -551 -2%
ANTB
1049
AMG National Trust Bank
Colorado
$13.1M +$3.02M +6,145 +29%
Envestnet Portfolio Solutions
1050
Envestnet Portfolio Solutions
Illinois
$13M -$1.39M -2,834 -9%

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.