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Buffett Swells Berkshire Cash to $354 Billion, Then Deploys $14 Billion in Selective Bets

Buffett signals caution on stretched valuations by favoring targeted deals over broad buying.

Overview

  • Berkshire Hathaway has been a net seller of stocks for 12 consecutive quarters.
  • Through the first nine months of 2025, Buffett and his team sold more than $24 billion of equities.
  • The company’s cash stockpile reached about $354 billion at the end of the third quarter of 2025.
  • Recent purchases totaled roughly $13.4 billion to $14 billion, including 17.8 million Alphabet shares, the acquisition of OxyChem set to close this month, and larger stakes in Mitsubishi and Mitsui.
  • Buffett points to the market-cap-to-GDP gauge near 225% and warns investors are "playing with fire."