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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
DWM
1526
Drive Wealth Management
Utah
$6.51M +$806K +1,641 +14%
GTAM
1527
Global Trust Asset Management
Florida
$6.5M -$81K -165 -1%
HCP
1528
Holt Capital Partners
Texas
$6.5M -$14.7K -30 -0.2%
SW
1529
Simplicity Wealth
New Jersey
$6.5M +$754K +1,536 +13%
CSB
1530
City State Bank
Iowa
$6.49M +$112K +229 +2%
CWM
1531
CMH Wealth Management
New Hampshire
$6.49M +$5.22M +10,635 +365%
PSF
1532
Pacific Sun Financial
California
$6.49M +$190K +387 +3%
MAC
1533
Mason & Associates (California)
California
$6.49M -$539K -1,097 -7%
ACIM
1534
Azimuth Capital Investment Management
Michigan
$6.48M -$83.5K -170 -1%
WP
1535
WealthShield Partners
North Carolina
$6.48M +$264K +538 +4%
MCA
1536
MSH Capital Advisors
Arizona
$6.46M -$550K -1,121 -8%
CAC
1537
Core Alternative Capital
Georgia
$6.46M -$604K -1,230 -8%
LWP
1538
LMG Wealth Partners
Louisiana
$6.45M +$48.6K +99 +0.7%
PPA
1539
Pilgrim Partners Asia
Singapore
$6.45M +$908K +1,850 +16%
4WM
1540
4J Wealth Management
Virginia
$6.43M -$25K -51 -0.4%
DWM
1541
Ducere Wealth Management
California
$6.42M -$94.7K -193 -1%
CCM
1542
Crew Capital Management
Ohio
$6.41M +$226K +461 +4%
BFW
1543
Brady Family Wealth
Missouri
$6.4M +$297K +605 +5%
TW
1544
TritonPoint Wealth
Maryland
$6.39M -$366K -746 -5%
MIM
1545
Morningstar Investment Management
Illinois
$6.36M +$346K +704 +6%
WCM
1546
Wedge Capital Management
North Carolina
$6.36M -$1.84M -3,747 -22%
ITC
1547
Inspire Trust Company
Nevada
$6.35M +$27K +55 +0.4%
MWA
1548
Meridian Wealth Advisors
Texas
$6.34M -$101K -206 -2%
DCM
1549
Donaldson Capital Management
Indiana
$6.34M -$682K -1,389 -10%
MW
1550
MBL Wealth
North Carolina
$6.33M -$145K -296 -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.