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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
TFA
2301
Teamwork Financial Advisors
Texas
$2.63M -$467K -952 -15%
KTC
2302
Kentucky Trust Company
Kentucky
$2.62M
LWM
2303
Liberty Wealth Management
California
$2.61M +$75.1K +153 +3%
CAM
2304
Clark Asset Management
New Hampshire
$2.61M +$748K +1,524 +39%
HCM
2305
Hodges Capital Management
Texas
$2.61M -$1.15M -2,350 -30%
GB
2306
Goepper Burkhardt
South Carolina
$2.61M -$56K -114 -2%
AMBIA
2307
Allen Mooney & Barnes Investment Advisors
Georgia
$2.61M +$29.5K +60 +1%
AIM
2308
Alhambra Investment Management
Florida
$2.6M +$4.42K +9 +0.2%
UBG
2309
United Bank (Georgia)
Georgia
$2.6M +$41.7K +85 +2%
MCM
2310
Maple Capital Management
Vermont
$2.6M -$43.7K -89 -2%
MCM
2311
Mainstream Capital Management
California
$2.59M +$2.94K +6 +0.1%
FA
2312
FF Advisors
California
$2.58M -$2.45K -5 -0.1%
GPA
2313
Guerra Pan Advisors
New Jersey
$2.58M
UWS
2314
Unique Wealth Strategies
Illinois
$2.58M +$74.1K +151 +3%
CWP
2315
Curated Wealth Partners
California
$2.58M +$91.8K +187 +4%
LSWP
2316
Liberty Square Wealth Partners
Pennsylvania
$2.57M -$100K -204 -4%
IWN
2317
Independent Wealth Network
Iowa
$2.57M +$63.8K +130 +2%
RWM
2318
Revisor Wealth Management
Ohio
$2.57M -$66.3K -135 -2%
JJBC
2319
James J. Burns & Company
New York
$2.57M +$7.36K +15 +0.3%
CFGA
2320
Cambridge Financial Group (Arizona)
Arizona
$2.57M +$1.62M +3,306 +161%
PHWM
2321
Pine Harbor Wealth Management
Maryland
$2.57M -$210K -427 -7%
LWM
2322
LongView Wealth Management
Georgia
$2.56M -$929K -1,893 -26%
QFW
2323
QTR Family Wealth
Florida
$2.56M +$268K +545 +11%
UF
2324
Univest Financial
Pennsylvania
$2.56M -$28.5K -58 -1%
BM
2325
Berman McAleer
Maryland
$2.55M +$19.6K +40 +0.8%

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.