META vs MSFT
Meta Platforms · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds META only, who holds MSFT only, and who holds both.
Of 10 shared managers, 3 weight META heavier and 7 weight MSFT heavier.
- Li Lu11.8%
- Jeffrey Ubben8.1%
- François Rochon6.2%
- Tom Slater5.9%
- Chuck Akre3.1%
- Chase Coleman13.4 / 10.7%
- David Tepper9.1 / 5.9%
- Chris Hohn8.2 / 13.1%
- John Armitage7.2 / 8.9%
- Terry Smith6.5 / 11.2%
- Andreas Halvorsen6.4 / 4.8%
- Stephen Mandel6.4 / 7.8%
- Polen Capital4.1 / 9.4%
- +2 more
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: META or MSFT?
META (Meta Platforms) is held by 15 tracked superinvestors; MSFT (Microsoft) is held by 12. META has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both META and MSFT?
10 tracked superinvestors hold both META and MSFT based on the latest SEC 13F filings. Largest dual-holder: Chase Coleman (13.4% META · 10.7% MSFT). Full overlap table below.
What is the overlap between META and MSFT institutional ownership?
Across 17 unique tracked holders: 5 hold only META (29%), 10 hold both (59%), 2 hold only MSFT (12%). The full Venn split + per-manager position % is on this page.
Among managers holding both META and MSFT, which do they prefer?
Of 10 managers holding both, 3 weight META higher and 7 weight MSFT higher in their portfolios. MSFT is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.