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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
MCM
1051
Manchester Capital Management
Vermont
$13M -$229K -467 -2%
ATIA
1052
American Trust Investment Advisors
New Hampshire
$13M +$35.8K +73 +0.3%
SFI
1053
Siemens Fonds Invest
Germany
$13M -$79.5K -162 -0.6%
Capstone Investment Advisors
1054
Capstone Investment Advisors
New York
$13M +$13.3M +27,107 New
GSEP
1055
Golden State Equity Partners
California
$13M +$6.36M +12,948 +92%
WRM
1056
Weybosset Research & Management
Rhode Island
$13M -$201K -409 -1%
AC
1057
Annandale Capital
Texas
$13M
CI Investments Inc
1058
CI Investments Inc
Ontario, Canada
$12.9M +$4.27M +8,707 +48%
FLPIM
1059
F.L. Putnam Investment Management
Massachusetts
$12.9M +$1.02M +2,088 +8%
DWM
1060
Diversify Wealth Management
Utah
$12.9M +$5.31M +10,820 +66%
GMA
1061
Glassy Mountain Advisors
Maryland
$12.9M -$6.87K -14 -0.1%
ZF
1062
Zhang Financial
Michigan
$12.9M +$503K +1,024 +4%
CA
1063
Cornerstone Advisors
North Carolina
$12.9M -$7.24M -14,751 -35%
HH
1064
Hilltop Holdings
Texas
$12.9M +$11M +22,464 +513%
LWL
1065
Leo Wealth LLC
Texas
$12.9M +$194K +395 +1%
CBTWT
1066
Community Bank & Trust (Waco, Texas)
Texas
$12.8M -$154K -314 -1%
ONSWM
1067
Old North State Wealth Management
North Carolina
$12.8M -$6.87K -14 -0.1%
BIA
1068
Beacon Investment Advisors
Maryland
$12.7M -$9.82K -20 -0.1%
CFGSD
1069
Compass Financial Group (South Dakota)
South Dakota
$12.7M +$102K +208 +0.8%
AWA
1070
Aaron Wealth Advisors
Illinois
$12.7M -$2.53M -5,156 -16%
SPC
1071
Spirepoint Private Client
Florida
$12.7M +$1.09M +2,211 +9%
CTI
1072
Community Trust & Investment
Kentucky
$12.7M -$2.51M -5,113 -16%
AG
1073
AlTi Global
New York
$12.6M -$2.41M -4,910 -16%
BCA
1074
Bay Colony Advisors
Massachusetts
$12.6M -$126K -257 -1%
SWA
1075
Stratos Wealth Advisors
Ohio
$12.4M +$69.7K +142 +0.6%

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.