Recent chatter on X about Berkshire Hathaway (BRK.A) has been buzzing with reactions to Warren Buffett's latest moves, particularly his significant reduction in Apple holdings and a growing cash pile now exceeding $270 billion. Many are intrigued by the shift in strategy, with some speculating that Buffett is preparing for major acquisitions or sees limited opportunities in the current market. The announcement of Buffett's retirement as CEO and Greg Abel's appointment as successor has also fueled intense discussion about the future direction of the conglomerate.
Additionally, posts on X highlight Buffett's recent investments in homebuilders and divestitures in Bank of America, sparking debates over whether these moves signal a broader economic outlook or simply a portfolio rebalance. The record cash balance, while seen as a strength by some, has others questioning if the company is missing out on a momentum-driven market. This blend of curiosity and uncertainty keeps the conversation around Berkshire Hathaway dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Berkshire Hathaway Insider Trading Activity
Berkshire Hathaway insiders have traded $BRK.A stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BRK.A stock by insiders over the last 6 months:
- AJIT JAIN (Vice Chairman) sold 2,000 shares for an estimated $929,452
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Berkshire Hathaway Hedge Fund Activity
We have seen 174 institutional investors add shares of Berkshire Hathaway stock to their portfolio, and 236 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WATERFORD ADVISORS, LLC added 529,662 shares (+26483100.0%) to their portfolio in Q2 2025, for an estimated $386,017,665,600
- VESTOR CAPITAL, LLC added 399,822 shares (+6663700.0%) to their portfolio in Q2 2025, for an estimated $291,390,273,600
- JONES FINANCIAL COMPANIES LLLP removed 235,939 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $171,952,343,200
- ORION PORFOLIO SOLUTIONS, LLC added 96,048 shares (+960480.0%) to their portfolio in Q2 2025, for an estimated $69,999,782,400
- WEALTH ARCHITECTS, LLC removed 18,746 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $13,662,084,800
- BALDWIN WEALTH PARTNERS LLC/MA removed 17,880 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $14,276,135,808
- WOODTRUST FINANCIAL CORP added 9,750 shares (+54166.7%) to their portfolio in Q2 2025, for an estimated $7,105,800,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Berkshire Hathaway Government Contracts
We have seen $39,096,703 of award payments to $BRK.A over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 1OZ SILVER BLANK (UPSET SILVER AMERICAN EAGLE PLANCHETS) MINT MAC PRECIOUS BLANKS: $8,200,000
- 8511378077!COAT,MAN'S: $5,338,656
- THIS IS A FIRM FIXED PRICE DELIVERY ORDER UNDER CONTRACT W31P4Q20D0046, FOR OPTIMAL TIME DOMAIN REFLECTORS,...: $2,488,309
- 8511083459!COAT,MAN'S: $2,447,903
- 22KT GOLD 1/2 AND 1/4 OZ. BLANKS: $1,863,500
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
