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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
SQA
1301
Simon Quick Advisors
New Jersey
$8.71M -$1.82M -3,702 -17%
DWP
1302
Destiny Wealth Partners
Florida
$8.71M
CCT
1303
Chemung Canal Trust
New York
$8.69M -$7.85K -16 -0.1%
VM
1304
Venator Management
Pennsylvania
$8.66M -$71.2K -145 -0.8%
CAM
1305
Councilmark Asset Management
Tennessee
$8.65M -$7.85K -16 -0.1%
MP
1306
McDonald Partners
Ohio
$8.65M -$174K -355 -2%
PM
1307
Phraction Management
Connecticut
$8.64M +$242K +492 +3%
CIC
1308
Crawford Investment Counsel
Georgia
$8.62M -$156K -318 -2%
WA
1309
WBH Advisory
Maryland
$8.61M -$103K -209 -1%
PL
1310
Plancorp LLC
Missouri
$8.61M -$2.45K -5 -0%
AWA
1311
Acumen Wealth Advisors
Tennessee
$8.59M -$3.78M -7,691 -30%
SGI
1312
Summit Global Investments
Utah
$8.57M +$4.51M +9,183 +106%
WAM
1313
WNY Asset Management
New York
$8.51M +$8.72M +17,767 New
SAS
1314
Stelac Advisory Services
New York
$8.5M +$2.38M +4,846 +38%
WHRC
1315
W.H. Reaves & Co
New Jersey
$8.49M -$12.3K -25 -0.1%
PWS
1316
Peterson Wealth Services
Utah
$8.48M +$191K +390 +2%
CBA
1317
Coastal Bridge Advisors
Connecticut
$8.48M -$436K -888 -5%
TIM
1318
Tortoise Investment Management
New York
$8.47M -$405K -825 -4%
BRM
1319
Boston Research & Management
Massachusetts
$8.47M -$213K -433 -2%
HT
1320
Heritage Trust
Oklahoma
$8.46M +$948K +1,931 +12%
DIA
1321
Dana Investment Advisors
Wisconsin
$8.46M -$68.7K -140 -0.8%
MWAM
1322
Manhattan West Asset Management
California
$8.44M +$584K +1,189 +7%
HNW
1323
High Note Wealth
Minnesota
$8.43M +$48.1K +98 +0.6%
IP
1324
Interval Partners
New York
$8.41M +$60.9K +124 +0.7%
BHCM
1325
Brevan Howard Capital Management
Jersey
$8.39M +$7.5M +15,273 +683%

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.