Warren Buffett Sells Stocks Worth $6.1 Billion!

Warren Buffett Sells Stocks Worth $6.1 Billion!

In the third quarter of 2025, Warren Buffett's Berkshire Hathaway recorded a net sale of $6.1 billion in stocks. This development is documented in recent SEC filings, which show a total of $12.5 billion in stock sales and $6.4 billion in stock purchases. This marks the 12th consecutive quarter of net sales for Berkshire Hathaway, indicating a deliberate strategy by the company.

Berkshire Hathaway's cash reserves have reached a record $381.6 billion, clearly underlining the company's decision not to conduct share buybacks during this period. This represents a significant departure from previous quarters, where buybacks were an integral part of the company's strategy.

Analysis of quarterly figures

The company's operating income rose 34% to $13.5 billion, helped by developments in insurance and utilities. Analysts see accumulating cash reserves as a defensive strategy as the high valuations and limited investment opportunities in the market cannot be overlooked.

Specific details about the specific stocks that were bought or sold will remain unclear until the 13F statement is released later this month. Nevertheless, it is known that in the second quarter the positions in companies such as UnitedHealth Group, Nucor, Lennar, Pool Corporation and D.R. Horton were expanded.

Changes in the main positions

At the same time, positions in Apple, T-Mobile, DaVita and Charter Communications in particular were reduced. Berkshire Hathaway's most significant position is Apple (AAPL), with 280 million shares worth about $57 billion, making up 22% of the portfolio. The second largest holding is American Express (AXP), with 151 million shares collectively worth about $48 billion, representing 18% of the portfolio. Bank of America (BAC) remains the third-largest position with 605 million shares worth $28 billion, despite continued selling.

Berkshire Hathaway's current strategy raises questions and encourages speculation about the company's future direction. Despite his impressive cash reserves and significant operating income, uncertainty remains in the markets and Buffett remains cautious.

Developments at Berkshire Hathaway continue to be closely monitored by investors and analysts who will assess the company's next steps as market conditions continue and future financial reports are released.

For more information on Berkshire Hathaway and Warren Buffett's financial movements, see Daily Hodl.