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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
APG
2426
Abacus Planning Group
South Carolina
$2.33M +$1.47K +3 +0.1%
RLH
2427
RD Lewis Holdings
Florida
$2.33M +$8.84K +18 +0.4%
W
2428
WPWealth
Texas
$2.33M -$7.85K -16 -0.3%
SWM
2429
Scissortail Wealth Management
Oklahoma
$2.32M -$25K -51 -1%
IWP
2430
IAG Wealth Partners
Wisconsin
$2.32M +$14.7K +30 +0.6%
RFA
2431
Rollins Financial Advisors
New York
$2.32M -$475K -968 -17%
CCA
2432
Corps Capital Advisors
Texas
$2.32M +$486K +990 +26%
CC
2433
Cornerstone Capital
California
$2.32M +$751K +1,530 +46%
BA
2434
Ballew Advisors
Mississippi
$2.32M -$138K -281 -6%
SP
2435
Stonebrook Private
Michigan
$2.32M +$449K +914 +23%
AIA
2436
Arbor Investment Advisors
North Carolina
$2.32M
HCCM
2437
Hudson Canyon Capital Management
New York
$2.31M -$13.3K -27 -0.6%
AWAP
2438
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.31M +$138K +281 +6%
KL
2439
KilterHowling LLC
Colorado
$2.31M +$73.6K +150 +3%
LSIA
2440
LaSalle St. Investment Advisors
Illinois
$2.31M +$128K +260 +6%
TBWA
2441
Three Bridge Wealth Advisors
California
$2.3M -$78.5K -160 -3%
BHPW
2442
Box Hill Private Wealth
Arizona
$2.3M
KTM
2443
Keeler Thomas Management
Utah
$2.3M -$122K -248 -5%
DTC
2444
Davidson Trust Company
Washington
$2.3M -$33.4K -68 -1%
TI
2445
tru Independence
Oregon
$2.29M -$87.4K -178 -4%
DAC
2446
Dutch Asset Corp
New York
$2.29M +$849K +1,730 +57%
ARA
2447
Approach Retirement Advisors
Alabama
$2.28M +$285K +581 +14%
DMBA
2448
Deseret Mutual Benefit Administrators
Utah
$2.28M +$78.1K +159 +3%
CFS
2449
Cannon Financial Strategists
Georgia
$2.28M +$241K +491 +12%
WH
2450
Willner & Heller
California
$2.28M -$75.6K -154 -3%

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.