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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
BIM
1251
Baldwin Investment Management
Pennsylvania
$9.31M +$616K +1,254 +7%
LWA
1252
Lineweaver Wealth Advisors
Ohio
$9.29M +$35.3K +72 +0.4%
SC
1253
Swan Capital
Florida
$9.28M -$798K -1,625 -8%
IAN
1254
Integrated Advisors Network
Texas
$9.27M -$2.15M -4,380 -18%
VIA
1255
Victrix Investment Advisors
Florida
$9.26M +$9.49M +19,324 New
FFA
1256
Fairfield Financial Advisors
Massachusetts
$9.23M -$317K -645 -3%
MIM
1257
Martin Investment Management
Florida
$9.22M -$659K -1,342 -7%
CCM
1258
Conway Capital Management
California
$9.21M -$36.8K -75 -0.4%
PIM
1259
Plato Investment Management
Australia
$9.18M
GWP
1260
Gateway Wealth Partners
Wisconsin
$9.16M +$7.31M +14,893 +353%
MFA
1261
Mayflower Financial Advisors
Massachusetts
$9.16M -$561K -1,143 -6%
MBTD
1262
Mechanics Bank - Trust Department
California
$9.14M -$20.1K -41 -0.2%
CIS
1263
Capital International Sarl
California
$9.14M +$710K +1,447 +8%
Axa
1264
Axa
France
$9.13M +$584K +1,190 +7%
GBWM
1265
Granite Bay Wealth Management
New Hampshire
$9.1M +$654K +1,333 +8%
JIP
1266
Jaffetilchin Investment Partners
Florida
$9.06M +$47.1K +96 +0.5%
PBC
1267
Pavion Blue Capital
California
$9.04M -$45.2K -92 -0.5%
MWM
1268
MOKAN Wealth Management
Kansas
$9.04M +$353K +720 +4%
SVWAG
1269
Sound View Wealth Advisors Group
Georgia
$9.03M -$21.1K -43 -0.2%
WETS
1270
Wealth Enhancement Trust Services
South Dakota
$9.01M -$86.9K -177 -0.9%
MA
1271
MONECO Advisors
Connecticut
$9.01M +$58.9K +120 +0.6%
BCM
1272
Brooktree Capital Management
Michigan
$8.98M -$1.56M -3,168 -14%
BP
1273
BBR Partners
New York
$8.98M +$162K +329 +2%
RCWM
1274
Royal Capital Wealth Management
Indiana
$8.97M
MHIC
1275
Marble Harbor Investment Counsel
Massachusetts
$8.97M -$218K -445 -2%

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.