Buffett Bank Bets 2025: New Investments Revealed
- Berkshire Hathaway, led by Warren Buffett, adjusted its investment portfolio in the first quarter, making notable moves away from bank stocks.
- Buffett, known for his long-standing affinity for bank stocks, appears to be tempering his enthusiasm.
- The most significant change was the reduction of Berkshire's stake in Bank of America (BAC).
Warren Buffett is reshaping Berkshire HathawayS portfolio with a flurry of moves in Q1 2025, and this article unveils the key adjustments. The firm significantly decreased its Bank of America holdings by 7%, while entirely exiting positions in Citigroup and Nu Holdings.Simultaneously, Berkshire boosted its stakes in Constellation Brands and Verisign, signaling a shift away from financial stocks. This strategic reallocation reflects a possible change in Buffett’s outlook on the banking sector.Other adjustments include trimming Capital One shares. News Directory 3 offers insights into these Berkshire Hathaway investment strategies, including the firm’s largest holding, Apple, which remained untouched this quarter. Discover the sectors and companies that now capture his attention. Discover what’s next …
Berkshire Hathaway Reduces Bank Holdings, Increases Beer Stake
Updated May 27, 2025
Berkshire Hathaway, led by Warren Buffett, adjusted its investment portfolio in the first quarter, making notable moves away from bank stocks. The latest 13F filing with the SEC reveals these shifts in Berkshire’s holdings, reflecting a possibly changing outlook on the financial sector.
Buffett, known for his long-standing affinity for bank stocks, appears to be tempering his enthusiasm. The Q1 activity included significant reductions in several major financial institutions, signaling a strategic portfolio reallocation.
The most significant change was the reduction of Berkshire’s stake in Bank of America (BAC). The firm sold approximately 48 million shares, decreasing its portfolio allocation from $41 billion in Q2 2024 to $26.3 billion in Q1 2025. This 7% reduction makes Bank of America the fourth-largest holding, trailing Apple, American Express, and Coca-Cola.
While Berkshire Hathaway’s Apple (AAPL) stake remains its largest holding at $66.6 billion, representing about 26% of the $258.7 billion portfolio, Buffett made no changes to it in Q1.This follows previous quarters where Apple holdings were significantly reduced. At the end of 2023, Berkshire held $174 billion in Apple stock, nearly 50% of the $350 billion portfolio.
Along with Bank of America, Berkshire Hathaway also trimmed its position in Capital One (COF) by 4%, bringing the value to $7.1 billion. Capital One recently finalized its $35 billion acquisition of Discover Financial.
Furthermore, Berkshire completely divested from Citigroup (C) and Brazilian online bank Nu Holdings (NU). The sales included over 14 million Citigroup shares, valued at $1 billion, and 40 million Nu Holdings shares, valued at $416 million.
On the buying side, Berkshire Hathaway increased its investment in Constellation Brands (STZ), the maker of popular beers, wines, and liquors such as Modelo and Corona. The firm acquired an additional 6.3 million shares,boosting its stake by 77% to $2.2 billion.
Berkshire also increased its stake in Verisign (VRSN), a leading provider of internet domains, by 23% to $3.37 billion, adding approximately 18,000 shares. Pool Corp. (POOL), a distributor of swimming pool equipment and supplies, also saw a significant increase, with Berkshire purchasing 865,000 more shares, increasing its value by 128% to $464 million.
Other additions to the berkshire portfolio included Domino’s Pizza (DPZ), Occidental Petroleum (OXY), Sirius XM (SIRI), and Heico Corp. (HEI).
what’s next
Investors will closely watch Berkshire Hathaway’s next moves to see if these shifts represent a long-term strategy or a reaction to current market conditions. the focus will be on whether Berkshire continues to reduce its exposure to the banking sector and further diversify into other industries.