MSFT vs BAC
Microsoft · Bank of America
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 15 tracked superinvestors, no manager holds both MSFT and BAC — the two names draw on entirely separate pools of smart money. MSFT appears in 12 tracked portfolios; BAC in 3, so MSFT is the more widely held of the two among tracked managers.
MSFT is a Technology holding while BAC sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, MSFT’s ConvictionScore reads −8 (slight selling) against BAC’s +1 (slight accumulation); BAC shows the stronger net-accumulation reading of the pair.
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 MSFT only, who holds BAC only, and who holds both.
- Chris Hohn13.1%
- Terry Smith11.2%
- Chase Coleman10.7%
- Polen Capital9.4%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- +4 more
No manager holds both MSFT and BAC.
- Li Lu27.4%
- Warren Buffett11.2%
- Bill Nygren4.3%
Frequently asked questions
Which has more hedge-fund owners: MSFT or BAC?
MSFT (Microsoft) is held by 12 tracked superinvestors; BAC (Bank of America) is held by 3. MSFT has 9 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MSFT and BAC?
0 tracked superinvestors hold both MSFT and BAC based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between MSFT and BAC institutional ownership?
Across 15 unique tracked holders: 12 hold only MSFT (80%), 0 hold both (0%), 3 hold only BAC (20%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.