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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
GGI
2351
Godsey & Gibb Inc
Virginia
$2.49M -$125K -255 -5%
TWM
2352
Tanager Wealth Management
United Kingdom
$2.48M -$58.4K -119 -2%
1IC
2353
1922 Investment Company
Texas
$2.48M -$100K -204 -4%
WMA
2354
West Michigan Advisors
Michigan
$2.48M -$282K -575 -10%
CAM
2355
CPA Asset Management
Florida
$2.48M -$8.35K -17 -0.3%
RW
2356
RVW Wealth
California
$2.48M -$377K -767 -13%
JSL
2357
JT Stratford LLC
Georgia
$2.47M +$195K +397 +8%
SWP
2358
Stone Wealth Partners
Louisiana
$2.47M +$417K +850 +20%
PRP
2359
Peak Retirement Planning
Ohio
$2.47M -$208K -423 -8%
FBT
2360
First Bank & Trust
South Dakota
$2.47M +$314K +640 +14%
IP
2361
Investment Partners
Ohio
$2.47M -$133K -271 -5%
CPA
2362
Capital Planning Advisors
California
$2.46M -$396K -806 -14%
TA
2363
Tectonic Advisors
Texas
$2.46M -$75.1K -153 -3%
GBT
2364
Grove Bank & Trust
Florida
$2.46M +$149K +304 +6%
TA
2365
Tactive Advisors
Florida
$2.46M +$95.2K +194 +4%
JAFL
2366
Jay A. Fishman Ltd
Michigan
$2.45M -$46.6K -95 -2%
FWA
2367
Fulcrum Wealth Advisors
Washington
$2.45M -$127K -258 -5%
AA
2368
ALPS Advisors
Colorado
$2.45M -$164K -335 -6%
SHFA
2369
SC&H Financial Advisors
Maryland
$2.45M +$1.22M +2,480 +94%
KWS
2370
Keystone Wealth Services
California
$2.45M +$8.35K +17 +0.3%
AP
2371
Advisors Preferred
Maryland
$2.44M
BIA
2372
BHK Investment Advisors
Alabama
$2.44M +$4.91K +10 +0.2%
GHA
2373
Granite Harbor Advisors
Texas
$2.44M +$119K +242 +5%
GAA
2374
Guardian Asset Advisors
Pennsylvania
$2.44M -$464K -946 -16%
TW
2375
Traveka Wealth
California
$2.44M +$23.6K +48 +1%

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.