META vs V
Meta Platforms · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 19 tracked superinvestors, 6 hold both META and V (32% of the combined holder base), led by Chris Hohn (8.2% META · 11.8% V). META appears in 15 tracked portfolios; V in 10, so META is the more widely held of the two among tracked managers.
META is a Technology holding while V sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, META’s ConvictionScore reads −2 (slight selling) against V’s −14 (slight selling); META shows the stronger net-accumulation reading of the pair.
Among the 6 managers holding both, 2 size META larger and 4 size V larger — a lean toward V. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds META only, who holds V only, and who holds both.
Of 6 shared managers, 2 weight META heavier and 4 weight V heavier.
- Chase Coleman13.4%
- Li Lu11.8%
- David Tepper9.1%
- Jeffrey Ubben8.1%
- John Armitage7.2%
- Stephen Mandel6.4%
- Tom Slater5.9%
- Joel Greenblatt3.2%
- +1 more
- Chris Hohn8.2 / 11.8%
- Terry Smith6.5 / 5.4%
- Andreas Halvorsen6.4 / 5.8%
- François Rochon6.2 / 9.8%
- Polen Capital4.1 / 7.8%
- Chuck Akre3.1 / 14.2%
- Dev Kantesaria12.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- William von Mueffling6.1%
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 V?
META (Meta Platforms) is held by 15 tracked superinvestors; V (Visa) is held by 10. META has 5 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both META and V?
6 tracked superinvestors hold both META and V based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (8.2% META · 11.8% V). Full overlap table below.
What is the overlap between META and V institutional ownership?
Across 19 unique tracked holders: 9 hold only META (47%), 6 hold both (32%), 4 hold only V (21%). The full Venn split + per-manager position % is on this page.
Among managers holding both META and V, which do they prefer?
Of 6 managers holding both, 2 weight META higher and 4 weight V higher in their portfolios. V is the preferred conviction position for the majority. Per-manager positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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