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Berkshire Hathaway Class B

4,851 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, 1,944 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: 4,8784,851 (-27)

0.84% less ownership

Funds ownership: 66.35%65.51% (-0.84%)

4% less repeat investments, than reductions

Existing positions increased: 1,944 | 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
4,851
Holders Change
-27
Holders Change %
-0.55%
% of All Funds
59.7%
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
1,944
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
MWP
2176
Madison Wealth Partners
Wisconsin
$3.05M +$159K +324 +5%
PAM
2177
Prodigy Asset Management
Nebraska
$3.05M
DI
2178
Disciplined Investors
Texas
$3.05M +$145K +296 +5%
AAM
2179
Advisors Asset Management
Colorado
$3.04M -$717K -1,461 -19%
NCM
2180
Nelson Capital Management
California
$3.04M -$14.7K -30 -0.5%
CWM
2181
Chesapeake Wealth Management
Virginia
$3.04M -$21.6K -44 -0.7%
PL
2182
Perpetual Ltd
Australia
$3.03M +$316K +643 +11%
SA
2183
Sovran Advisors
California
$3.03M +$407K +829 +15%
MWA
2184
Miller Wealth Advisors
Colorado
$3.03M -$54K -110 -2%
TSMHT
2185
Thurston Springer Miller Herd & Titak
Indiana
$3.03M -$602K -1,227 -16%
LCWM
2186
Legacy Capital Wealth Management
Texas
$3.02M +$343K +698 +12%
MWP
2187
Meriwether Wealth & Planning
Louisiana
$3.01M +$68.7K +140 +2%
CCM
2188
Chilton Capital Management
Texas
$3.01M -$224K -456 -7%
CWMK
2189
Caliber Wealth Management (Kansas)
Kansas
$3.01M +$103K +209 +3%
LRIA
2190
Leonard Rickey Investment Advisors
Washington
$3.01M +$10.3K +21 +0.3%
AA
2191
Armis Advisers
Georgia
$3M -$56.5K -115 -2%
KFA
2192
Kapstone Financial Advisors
Ohio
$3M +$149K +303 +5%
BTD
2193
BankPlus Trust Department
Mississippi
$3M +$546K +1,113 +22%
LFGO
2194
Legacy Financial Group (Oklahoma)
Oklahoma
$3M -$6.38K -13 -0.2%
VC
2195
Vestor Capital
Illinois
$2.99M -$224M -455,416 -99%
LHP
2196
Lexington Hill Partners
Texas
$2.99M +$1.26M +2,568 +70%
WW
2197
Westshore Wealth
California
$2.98M -$577K -1,175 -16%
AWP
2198
Abacus Wealth Partners
California
$2.97M +$1.03M +2,103 +51%
KAS
2199
KPP Advisory Services
Kentucky
$2.97M -$1.71M -3,477 -36%
IP
2200
Intellectus Partners
California
$2.97M -$153K -312 -5%

BRK.B Hedge Fund Activity: Q1 2026 in Review

4,851 of the 8,125 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 1,944 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.

  • 4,851 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.