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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
BCG
2026
Breakwater Capital Group
New Jersey
$3.66M +$2.94K +6 +0.1%
LFA
2027
Legacy Financial Advisors
Kentucky
$3.65M +$64.3K +131 +2%
GFP
2028
Guardian Financial Partners
California
$3.65M +$19.6K +40 +0.5%
IWM
2029
Iams Wealth Management
Nebraska
$3.65M +$1.01M +2,057 +37%
EAM
2030
Erste Asset Management
Austria
$3.65M -$2.16M -4,410 -36%
FMB
2031
Field & Main Bank
Kentucky
$3.64M -$24.1K -49 -0.6%
TLCM
2032
Twin Lakes Capital Management
California
$3.63M -$31.4K -64 -0.8%
CF
2033
Concorde Financial
Texas
$3.62M +$89.3K +182 +2%
ABWM
2034
Alpine Bank Wealth Management
Colorado
$3.62M +$9.82K +20 +0.3%
AAM
2035
Aureus Asset Management
Massachusetts
$3.61M +$325K +663 +10%
FFS
2036
Flavin Financial Services
Florida
$3.61M +$94.7K +193 +3%
MFS
2037
Mattson Financial Services
Michigan
$3.61M -$110K -224 -3%
BJF
2038
Blue Jean Financial
New York
$3.61M +$2.19M +4,456 +145%
GC
2039
Gibson Capital
Pennsylvania
$3.6M +$55.5K +113 +2%
BCM
2040
Bretton Capital Management
California
$3.59M
GCM
2041
G2 Capital Management
Ohio
$3.59M +$19.6K +40 +0.5%
DA
2042
Dover Advisors
Virginia
$3.59M -$850K -1,732 -19%
WFA
2043
Wellspring Financial Advisors
Ohio
$3.59M +$1.59M +3,242 +76%
CPW
2044
Cove Private Wealth
New York
$3.57M +$1.07M +2,177 +41%
GSIAS
2045
Garden State Investment Advisory Services
New Jersey
$3.56M +$10.8K +22 +0.3%
CWL
2046
Causey Wealth LLC
Colorado
$3.55M +$334K +680 +10%
FNFDCM
2047
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.55M -$162K -330 -4%
AAM
2048
Augustine Asset Management
Florida
$3.55M +$14.7K +30 +0.4%
FLP
2049
Financial Life Planners
Arizona
$3.54M -$34.4K -70 -0.9%
HIC
2050
Holderness Investments Company
North Carolina
$3.54M -$28K -57 -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.