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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
EP
1901
EPIQ Partners
Minnesota
$4.19M +$108K +220 +3%
DAM
1902
Delta Asset Management
Tennessee
$4.19M -$620K -1,262 -13%
ATC
1903
Adirondack Trust Company
New York
$4.18M -$500K -1,019 -10%
TI
1904
Truepoint Inc
Ohio
$4.18M -$2.45K -5 -0.1%
DA
1905
Denali Advisors
California
$4.17M +$147K +300 +4%
BFG
1906
Bouchey Financial Group
New York
$4.17M -$53.5K -109 -1%
DCM
1907
Dimension Capital Management
Florida
$4.16M -$349K -711 -8%
OIS
1908
Okabena Investment Services
Minnesota
$4.14M +$166K +338 +4%
WC
1909
Waterloo Capital
Texas
$4.13M -$727K -1,480 -15%
JWM
1910
Jupiter Wealth Management
Colorado
$4.13M +$50.1K +102 +1%
JEST
1911
JTC Employer Solutions Trustee
Jersey
$4.12M
ECM
1912
EagleClaw Capital Management
Massachusetts
$4.11M -$9.82K -20 -0.2%
AAS
1913
Annex Advisory Services
Wisconsin
$4.11M -$14.2K -29 -0.3%
TIA
1914
Traphagen Investment Advisors
New Jersey
$4.11M -$5.89K -12 -0.1%
OC
1915
Oarsman Capital
Wisconsin
$4.11M +$193K +393 +5%
TWP
1916
Triad Wealth Partners
Kansas
$4.11M +$225K +458 +6%
CGA
1917
Crescent Grove Advisors
Illinois
$4.11M +$21.1K +43 +0.5%
JF
1918
JSF Financial
California
$4.1M +$44.2K +90 +1%
DM
1919
Diversified Management
Wisconsin
$4.1M +$2.06M +4,195 +96%
OFA
1920
Orographic Financial Advisors
Colorado
$4.1M +$4.2M +8,550 New
RBI
1921
Raiffeisen Bank International
Austria
$4.09M -$2.43M -4,940 -36%
MCC
1922
Money Concepts Capital
Florida
$4.09M +$75.1K +153 +2%
MO
1923
McMillan Office
Michigan
$4.08M
LL
1924
LPWM LLC
Minnesota
$4.08M -$249K -508 -6%
KCM
1925
Kathmere Capital Management
Pennsylvania
$4.08M +$247K +504 +6%

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.