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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
LEA
2326
Legacy Edge Advisors
New York
$2.55M -$9.82K -20 -0.4%
RFA
2327
ROI Financial Advisors
Oregon
$2.55M +$31.9K +65 +1%
WE
2328
Wealth Effects
Massachusetts
$2.54M +$2.45K +5 +0.1%
AA
2329
Acorns Advisers
California
$2.54M +$187K +380 +8%
MWA
2330
Monograph Wealth Advisors
California
$2.54M +$1.79M +3,640 +219%
SCA
2331
Sulzberger Capital Advisors
Florida
$2.54M +$9.82K +20 +0.4%
SSC
2332
Syverson Strege & Co
Iowa
$2.54M -$22.6K -46 -0.9%
MHC
2333
Meyer Handelman Company
New York
$2.53M
BDF
2334
Black Diamond Financial
Maryland
$2.53M +$61.9K +126 +2%
OCM
2335
Osterweis Capital Management
California
$2.53M -$256K -521 -9%
SMWM
2336
Silvia McColl Wealth Management
California
$2.53M -$103K -210 -4%
JDLA
2337
J. Derek Lewis & Associates
California
$2.52M -$62.8K -128 -2%
FCM
2338
Firestone Capital Management
Florida
$2.52M
NB
2339
Northwest Bancshares
Pennsylvania
$2.52M
GP
2340
Guardian Partners
Canada
$2.52M +$37.3K +76 +1%
VFG
2341
Victory Financial Group
Texas
$2.51M -$69.7K -142 -3%
NA
2342
Nautilus Advisors
California
$2.51M +$23.1K +47 +0.9%
AHL
2343
Abel Hall LLC
Louisiana
$2.51M +$1M +2,039 +64%
WCG
2344
Weaver Consulting Group
California
$2.5M +$286K +582 +13%
MWM
2345
Maridea Wealth Management
New York
$2.5M +$334K +681 +15%
LAM
2346
LECAP Asset Management
United Kingdom
$2.5M +$1.7M +3,466 +198%
POIA
2347
Pin Oak Investment Advisors
Texas
$2.49M -$18.2K -37 -0.7%
MWM
2348
Massachusetts Wealth Management
Massachusetts
$2.49M +$19.6K +40 +0.8%
VST
2349
Van Strum & Towne
California
$2.49M +$736K +1,500 +41%
VAM
2350
Verity Asset Management
North Carolina
$2.49M -$253K -515 -9%

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.