# What value investors bought and sold in Q4 2024 | moatshark

In Q4 2024, 34 value investors filed 13Fs. The most popular buy was Microsoft, added to by 6 managers (1 buying for the first time), followed by Ishares…

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Microsoft (MSFT) | 6 | 1 | $848m |
| Ishares Core S&P Small-Cap E (IWF) | 6 | 2 | $207m |
| Sunrise Communications (SNREN) | 4 | 4 | $283m |
| Ferguson Enterprises (FERG) | 4 | 3 | $206m |
| MGM Resorts International (MGM) | 4 | 2 | $39.8m |
| Vanguard Index Funds (VOO) | 4 | 1 | $12.6m |
| Elevance Health (ELV) | 3 | 1 | $1.1bn |
| CVS Health (CVS) | 3 | 1 | $934m |
| Equifax (EFX) | 3 | 1 | $531m |
| Blackrock (BLK) | 3 | 3 | $460m |
| Nike (NKE) | 3 | 0 | $189m |
| Alibaba Group Holding (BABA) | 3 | 1 | $173m |
| Berkshire Hathaway (BRK.B) | 3 | 0 | $164m |
| UnitedHealth Group (UNH) | 3 | 1 | $99.2m |
| NetEase (NTES) | 3 | 1 | $69.6m |
| Spdr S&P 500 Etf Trust (SPY) | 3 | 1 | $59.1m |
| Medpace Holdings (MEDP) | 3 | 1 | $45.2m |
| Wesco International (WCC) | 3 | 0 | $38.2m |
| Chesapeake Energy (EXE) | 3 | 0 | $28.2m |
| Uber Technologies (UBER) | 3 | 0 | $28.0m |
| Deere & Co (DE) | 3 | 0 | $9.8m |
| Meta Platforms (META) | 3 | 0 | $4.9m |
| Starbucks (SBUX) | 3 | 0 | $4.4m |
| Truist Financial (TFC) | 3 | 0 | $3.0m |
| Apple (AAPL) | 3 | 1 | $2.2m |
| Charles Schwab (SCHW) | 3 | 0 | $1.9m |
| Humana (HUM) | 2 | 1 | $1.4bn |
| Airbnb (ABNB) | 2 | 1 | $715m |
| Occidental Petroleum (OXY) | 2 | 0 | $655m |
| CoStar Group (CSGP) | 2 | 1 | $492m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 16 | 1 | $2.3bn |
| Amazon.com (AMZN) | 8 | 0 | $1.4bn |
| Microsoft (MSFT) | 8 | 1 | $655m |
| Meta Platforms (META) | 7 | 0 | $414m |
| Berkshire Hathaway (BRK.B) | 7 | 0 | $409m |
| Walt Disney (DIS) | 7 | 0 | $352m |
| American Express (AXP) | 7 | 0 | $92.5m |
| UnitedHealth Group (UNH) | 6 | 0 | $803m |
| Visa (V) | 6 | 0 | $472m |
| Bank of America (BAC) | 5 | 0 | $5.8bn |
| Apple (AAPL) | 5 | 1 | $3.3bn |
| Wells Fargo & Company (WFC) | 5 | 0 | $1.6bn |
| Capital One Financial (COF) | 5 | 0 | $987m |
| BNY (BK) | 5 | 0 | $639m |
| Mastercard (MA) | 5 | 0 | $339m |
| Liberty Media (FWONA) | 5 | 2 | $99.4m |
| Paypal Holdings (PYPL) | 5 | 0 | $47.0m |
| Salesforce (CRM) | 4 | 0 | $1.4bn |
| Fidelity National Information Services (FIS) | 4 | 2 | $655m |
| Charter Communications (CHTR) | 4 | 0 | $560m |
| Alibaba Group Holding (BABA) | 4 | 2 | $422m |
| Oracle (ORCL) | 4 | 0 | $374m |
| Philip Morris International (PM) | 4 | 0 | $260m |
| Taiwan Semiconductor Manufacturing (TSM) | 4 | 0 | $233m |
| JPMorgan Chase (JPM) | 4 | 0 | $196m |
| Lithia Motors (LAD) | 4 | 0 | $114m |
| Charles Schwab (SCHW) | 4 | 0 | $110m |
| Comcast (CMCSA) | 4 | 0 | $52.0m |
| Pepsico (PEP) | 4 | 0 | $49.4m |
| Booking Holdings (BKNG) | 4 | 0 | $38.0m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 22 | $27bn | 39.1% |
| Microsoft (MSFT) | 15 | $17bn | 13.9% |
| Visa (V) | 15 | $14bn | 12.5% |
| Berkshire Hathaway (BRK.B) | 15 | $8.4bn | 33.9% |
| Apple (AAPL) | 12 | $87bn | 70.5% |
| Amazon.com (AMZN) | 12 | $13bn | 23.8% |
| American Express (AXP) | 11 | $46bn | 16.8% |
| Meta Platforms (META) | 11 | $9.6bn | 11.4% |
| UnitedHealth Group (UNH) | 11 | $3.2bn | 7.2% |
| Bank of America (BAC) | 10 | $34bn | 42.0% |
| Mastercard (MA) | 10 | $7.9bn | 17.2% |
| Walt Disney (DIS) | 10 | $2.0bn | 16.7% |
| Moody's (MCO) | 9 | $20bn | 14.8% |
| Capital One Financial (COF) | 8 | $8.6bn | 9.6% |
| Wells Fargo & Company (WFC) | 8 | $6.8bn | 47.4% |
| S&P Global (SPGI) | 8 | $6.1bn | 19.3% |
| Charles Schwab (SCHW) | 7 | $9.6bn | 8.7% |
| Comcast (CMCSA) | 7 | $5.2bn | 2.9% |
| Oracle (ORCL) | 7 | $4.3bn | 4.8% |
| Taiwan Semiconductor Manufacturing (TSM) | 7 | $1.6bn | 9.2% |
| JPMorgan Chase (JPM) | 7 | $604m | 3.4% |
| BNY (BK) | 6 | $5.4bn | 2.4% |
| Philip Morris International (PM) | 6 | $3.1bn | 7.1% |
| Alibaba Group Holding (BABA) | 6 | $2.7bn | 15.5% |
| Nike (NKE) | 6 | $1.9bn | 11.2% |
| Pepsico (PEP) | 6 | $1.3bn | 9.7% |
| Equifax (EFX) | 6 | $1.2bn | 2.6% |
| Ishares Core S&P Small-Cap E (IWF) | 6 | $461m | 3.1% |
| Diageo (DEO) | 6 | $229m | 1.5% |
| Truist Financial (TFC) | 6 | $58.5m | 1.9% |
| Coca-Cola (KO) | 5 | $25bn | 9.3% |
| Occidental Petroleum (OXY) | 5 | $18bn | 19.1% |
| Chevron (CVX) | 5 | $17bn | 6.4% |
| General Electric (GE) | 5 | $11bn | 18.1% |
| Charter Communications (CHTR) | 5 | $6.4bn | 2.4% |
| Booking Holdings (BKNG) | 5 | $4.4bn | 5.7% |
| FedEx (FDX) | 5 | $4.2bn | 5.7% |
| Willis Towers Watson (WTW) | 5 | $3.1bn | 16.8% |
| Intercontinental Exchange (ICE) | 5 | $3.1bn | 12.2% |
| Elevance Health (ELV) | 5 | $2.9bn | 15.0% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2024-q4). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.