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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
TPA
1576
Trivium Point Advisory
Connecticut
$6.14M -$1.47M -2,993 -19%
VAG
1577
VisionPoint Advisory Group
Texas
$6.13M +$629K +1,281 +11%
CAG
1578
Csenge Advisory Group
Florida
$6.13M +$461K +939 +8%
PTC
1579
Private Trust Company
Ohio
$6.12M -$19.6K -40 -0.3%
CAM
1580
Cozad Asset Management
Illinois
$6.12M -$13.3K -27 -0.2%
BONH
1581
Bank of New Hampshire
New Hampshire
$6.06M -$139K -284 -2%
DLCIG
1582
D.L. Carlson Investment Group
New Hampshire
$6.05M -$23.1K -47 -0.4%
QCMNJ
1583
Quantum Capital Management (New Jersey)
New Jersey
$6.04M -$182K -370 -3%
AWA
1584
Arete Wealth Advisors
Illinois
$6.04M -$1.66M -3,374 -21%
SC
1585
Sepio Capital
Utah
$6.04M +$314K +639 +5%
PMAM
1586
Picton Mahoney Asset Management
Ontario, Canada
$6.02M +$6.16M +12,553 New
LIA
1587
LBMC Investment Advisors
Tennessee
$6.01M -$9.82K -20 -0.2%
PE
1588
PCM Encore
Colorado
$6.01M +$380K +775 +7%
FCG
1589
Fielder Capital Group
Tennessee
$6.01M -$240K -488 -4%
CWA
1590
Capital Wealth Alliance
Arizona
$6M +$8.35K +17 +0.1%
WBC
1591
West Branch Capital
Massachusetts
$5.99M +$164K +334 +3%
RIA
1592
Rhodes Investment Advisors
Texas
$5.98M -$349K -710 -5%
WF
1593
Womack Financial
Texas
$5.97M +$118K +241 +2%
BCM
1594
Buckhead Capital Management
Georgia
$5.97M -$182K -370 -3%
TBA
1595
Tower Bridge Advisors
Pennsylvania
$5.95M
SACTSONJ
1596
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.95M +$1.44M +2,926 +31%
AWM
1597
Avaii Wealth Management
Wisconsin
$5.93M +$129K +262 +2%
UCI
1598
Uncommon Cents Investing
Wisconsin
$5.93M +$63.8K +130 +1%
SIA
1599
SGL Investment Advisors
Montana
$5.92M +$31.4K +64 +0.5%
BA
1600
Ballast Advisors
Minnesota
$5.91M +$162K +331 +3%

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.