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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
WSCM
2276
Wellington Shields Capital Management
New York
$2.7M -$66.3K -135 -2%
SMA
2277
Sage Mountain Advisors
Georgia
$2.69M -$6.46M -13,157 -70%
FLI
2278
Family Legacy Inc
South Carolina
$2.69M +$26K +53 +1%
PMFA
2279
Plante Moran Financial Advisors
Michigan
$2.69M -$83.9K -171 -3%
SW
2280
SkyOak Wealth
Michigan
$2.68M +$97.2K +198 +4%
LIA
2281
Lynx Investment Advisory
District of Columbia
$2.67M +$20.6K +42 +0.8%
SCA
2282
Sage Capital Advisors
South Dakota
$2.67M -$14.7K -30 -0.5%
SAM
2283
Seelaus Asset Management
New Jersey
$2.67M
MCM
2284
Monarch Capital Management
Indiana
$2.67M +$982 +2 +0%
RWM
2285
Riverbend Wealth Management
South Carolina
$2.67M +$54K +110 +2%
AGC
2286
Aspen Grove Capital
Colorado
$2.66M +$34.4K +70 +1%
PEA
2287
Park Edge Advisors
Ohio
$2.66M +$729K +1,486 +37%
SKK
2288
Shepherd Kaplan Krochuk
Massachusetts
$2.66M -$14.7K -30 -0.5%
SL
2289
SFM LLC
New Hampshire
$2.66M -$129K -262 -5%
OA
2290
Oasis Advisors
Iowa
$2.66M +$2.72M +5,550 New
TWP
2291
Tyche Wealth Partners
Texas
$2.65M +$81K +165 +3%
GGS
2292
Galvin Gaustad & Stein
Arizona
$2.65M -$149K -303 -5%
HIIFS
2293
Harel Insurance Investments & Financial Services
Israel
$2.65M -$451K -918 -14%
JBC
2294
Jefferson Bridge Capital
Tennessee
$2.65M
ICP
2295
Impact Capital Partners
Colorado
$2.65M -$16.7K -34 -0.6%
HC
2296
Hamilton Capital
Ohio
$2.65M +$60.9K +124 +2%
NQWM
2297
Northwest Quadrant Wealth Management
Oregon
$2.64M -$66.8K -136 -2%
WFI
2298
West Family Investments
California
$2.64M -$878K -1,788 -25%
MK
2299
MASTERINVEST Kapitalanlage
$2.64M +$194K +396 +8%
AGWCA
2300
Annis Gardner Whiting Capital Advisors
Florida
$2.64M +$403K +821 +18%

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.