Leadership Transition: Recent discussions on social media about Berkshire Hathaway have centered on the impending CEO transition from Warren Buffett to Greg Abel. Many are expressing uncertainty about the future direction of the company under new leadership. This shift, coupled with key personnel changes, has sparked intense debate among investors.
Stock Performance: Another hot topic is Berkshire Hathaway’s performance in 2025, with the stock trailing the S&P 500 year-to-date. Posts highlight concerns that the company’s conservative approach may not keep pace with a market favoring riskier assets. Some question whether it remains a strong long-term hold.
Portfolio Moves: Finally, Buffett’s recent portfolio decisions, including significant stock sales and a pivot to safer assets, are generating buzz. Social media reflects mixed views on whether these moves signal caution or missed opportunities. The discussions remain lively as the transition looms.
Note: This discussion summary was generated from an AI condensation of post data.
Berkshire Hathaway Congressional Stock Trading
Members of Congress have traded $BRK.B stock 14 times in the past 6 months. Of those trades, 6 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $BRK.B stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 11/03.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 07/16 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/17 and 1 sale worth up to $15,000 on 08/06.
- REPRESENTATIVE ELEANOR HOLMES NORTON sold up to $50,000 on 10/14.
- SENATOR JERRY MORAN purchased up to $15,000 on 09/23.
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/23, 07/02.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $50,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Berkshire Hathaway Hedge Fund Activity
We have seen 2,022 institutional investors add shares of Berkshire Hathaway stock to their portfolio, and 2,064 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 44,283,144 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $22,262,907,814
- CANERECTOR INC added 13,799,660 shares (+53716.1%) to their portfolio in Q3 2025, for an estimated $6,937,641,068
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 5,624,459 shares (+75.0%) to their portfolio in Q3 2025, for an estimated $2,827,640,517
- GATES FOUNDATION TRUST removed 2,358,460 shares (-9.8%) from their portfolio in Q3 2025, for an estimated $1,185,692,180
- H&H INTERNATIONAL INVESTMENT, LLC added 1,810,000 shares (+53.5%) to their portfolio in Q3 2025, for an estimated $909,959,400
- ASSENAGON ASSET MANAGEMENT S.A. added 1,744,915 shares (+178.1%) to their portfolio in Q3 2025, for an estimated $877,238,567
- VANGUARD GROUP INC added 1,207,606 shares (+0.8%) to their portfolio in Q3 2025, for an estimated $607,111,840
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Berkshire Hathaway Government Contracts
We have seen $43,344,593 of award payments to $BRK.B 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
- OPTICAL LOSS TEST K: $2,404,527
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.
