We are live on ! Find out more
BRK.B icon

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
ME
1551
McIlrath & Eck
Washington
$6.33M +$108K +219 +2%
RPC
1552
Rossmore Private Capital
Connecticut
$6.32M -$63.8K -130 -1%
MC
1553
Martin & Co
Tennessee
$6.31M +$122K +248 +2%
PVI
1554
Pine Valley Investments
New Jersey
$6.3M +$180K +367 +3%
OAJ
1555
Ogorek Anthony Joseph
New York
$6.29M -$40.7K -83 -0.6%
VIP
1556
Viewpoint Investment Partners
Alberta, Canada
$6.29M -$228K -465 -3%
GPCM
1557
Guardsman Private Capital Management
Florida
$6.29M -$299K -609 -4%
VNT
1558
Vanguard National Trust
Pennsylvania
$6.29M +$6.44M +13,126 New
XWM
1559
Xcel Wealth Management
Florida
$6.28M +$538K +1,095 +9%
TCOTS
1560
Trust Company of the South
North Carolina
$6.28M +$34.9K +71 +0.5%
DI
1561
DAGCO Inc
Ohio
$6.27M +$244K +498 +4%
1SB
1562
1ST Source Bank
Indiana
$6.26M -$181K -368 -3%
VWM
1563
Venturi Wealth Management
Texas
$6.24M +$116K +237 +3%
LA
1564
Lynch & Associates
Indiana
$6.24M -$33.9K -69 -0.5%
JF
1565
Jump Financial
Illinois
$6.23M +$653K +1,330 +11%
RA
1566
Royce & Associates
New York
$6.23M +$736K +1,500 +13%
SAM
1567
Synergy Asset Management
Washington
$6.23M -$1.22M -2,489 -16%
NHT
1568
New Hampshire Trust
New Hampshire
$6.22M -$109K -222 -2%
WCM
1569
Whitener Capital Management
North Carolina
$6.22M +$69.2K +141 +1%
EWS
1570
Evergreen Wealth Solutions
Pennsylvania
$6.21M +$3.83M +7,802 +151%
MFG
1571
Magnus Financial Group
New York
$6.18M -$557K -1,135 -8%
RFMS
1572
RWQ Financial Management Services
Florida
$6.18M +$6.33M +12,900 New
JMFC
1573
J.M. Forbes & Co
Massachusetts
$6.18M +$255K +520 +4%
TCM
1574
Twin Capital Management
Pennsylvania
$6.15M -$1.98M -4,034 -24%
FCAS
1575
First Command Advisory Services
Texas
$6.15M +$50.1K +102 +0.8%

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.