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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
ACM
1726
Allred Capital Management
Texas
$5.05M -$8.84K -18 -0.2%
ZIC
1727
ZWJ Investment Counsel
Georgia
$5.05M +$1.47M +3,001 +40%
BLC
1728
Brown, Lisle/Cummings
Rhode Island
$5.05M +$70.7K +144 +1%
BIP
1729
Blueprint Investment Partners
North Carolina
$5.05M -$2.31M -4,701 -31%
PGWM
1730
Parisi Gray Wealth Management
New Jersey
$5.04M -$529K -1,078 -9%
WB
1731
Webster Bank
Connecticut
$5.04M -$56K -114 -1%
WFAG
1732
Wescott Financial Advisory Group
Pennsylvania
$5.02M -$28K -57 -0.5%
SC
1733
Shearwater Capital
Colorado
$5.02M +$4.67M +9,518 +1,003%
SCP
1734
Stamos Capital Partners
California
$5.01M +$1.28M +2,613 +33%
VWM
1735
Vertrix Wealth Management
Michigan
$5M +$5.12M +10,430 New
SCM
1736
Sterling Capital Management
North Carolina
$4.98M +$1.9M +3,868 +59%
AIA
1737
AIMZ Investment Advisors
California
$4.97M -$78.5K -160 -2%
MFWP
1738
Mosaic Family Wealth Partners
Missouri
$4.95M +$886K +1,805 +21%
ACM
1739
AKRE Capital Management
Virginia
$4.95M -$767K -1,563 -13%
TTWM
1740
TCV Trust & Wealth Management
Virginia
$4.95M -$628K -1,280 -11%
TAFW
1741
Tred Avon Family Wealth
Maryland
$4.95M -$3.37M -6,858 -40%
CPIA
1742
Cornell Pochily Investment Advisors
New York
$4.93M -$389K -793 -7%
NFSG
1743
Newbridge Financial Services Group
Florida
$4.92M +$459K +935 +10%
BIM
1744
Barton Investment Management
Pennsylvania
$4.91M -$103K -210 -2%
QI
1745
QV Investors
Alberta, Canada
$4.91M -$113K -230 -2%
SB
1746
Strategic Blueprint
Georgia
$4.91M -$216K -441 -4%
MIM
1747
Merrion Investment Management
New Jersey
$4.91M
ACGA
1748
Atlanta Consulting Group Advisors
Georgia
$4.88M -$257K -523 -5%
CCT
1749
Capital City Trust
Florida
$4.88M -$14.2K -29 -0.3%
Boston Partners
1750
Boston Partners
Massachusetts
$4.88M +$723K +1,472 +19%

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.