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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
EWM
2201
EPG Wealth Management
Georgia
$2.97M -$45.7K -93 -1%
VFA
2202
Voya Financial Advisors
Connecticut
$2.97M -$89.3K -182 -3%
AIM
2203
Adapt Investment Managers
Switzerland
$2.97M +$3.04M +6,192 New
FWMM
2204
Foundation Wealth Management (Missouri)
Missouri
$2.95M +$982 +2 +0%
HA
2205
Herold Advisors
New York
$2.95M +$167K +341 +6%
SWP
2206
Significant Wealth Partners
Illinois
$2.94M +$5.89K +12 +0.2%
PFA
2207
Peak Financial Advisors
Colorado
$2.93M +$3M +6,116 New
PWP
2208
Prasad Wealth Partners
Ohio
$2.93M +$427K +870 +17%
REMPR
2209
Roof Eidam Maycock Peralta (REMP)
California
$2.92M
WEG
2210
World Equity Group
Illinois
$2.92M -$107K -218 -3%
TWM
2211
TRB Wealth Management
Texas
$2.92M +$2.99M +6,086 New
SFG
2212
SevenBridge Financial Group
Pennsylvania
$2.91M -$4.91K -10 -0.2%
DBG
2213
De Burlo Group
Massachusetts
$2.91M -$28.7M -58,495 -91%
WP
2214
WealthSpring Partners
California
$2.9M -$120K -244 -4%
CSIA
2215
Carl Stuart Investment Advisor
Texas
$2.9M +$2.97M +6,058 New
PTC
2216
Provident Trust Company
Wisconsin
$2.9M
WA
2217
Westfuller Advisors
New York
$2.9M +$491 +1 +0%
PRTG
2218
Post Resch Tallon Group
New York
$2.9M -$62.8K -128 -2%
GC
2219
Gilbert & Cook
Iowa
$2.89M -$97.7K -199 -3%
GC
2220
GFG Capital
Florida
$2.88M +$141K +288 +5%
CCA
2221
Cadent Capital Advisors
Oklahoma
$2.88M +$12.3K +25 +0.4%
SAM
2222
Smithbridge Asset Management
Pennsylvania
$2.88M +$2.05M +4,172 +227%
CNC
2223
Canandaigua National Corp
New York
$2.88M +$2.95M +6,004 New
CGH
2224
CMG Global Holdings
Texas
$2.88M +$148K +302 +5%
PMWMG
2225
Parr McKnight Wealth Management Group
Minnesota
$2.87M +$10.8K +22 +0.4%

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.