MSFT vs V
Microsoft · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 17 tracked superinvestors, 5 hold both MSFT and V (29% of the combined holder base), led by Chris Hohn (13.1% MSFT · 11.8% V). MSFT appears in 12 tracked portfolios; V in 10, so MSFT is the more widely held of the two among tracked managers.
MSFT 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, MSFT’s ConvictionScore reads −8 (slight selling) against V’s −14 (slight selling); MSFT shows the stronger net-accumulation reading of the pair.
Among the 5 managers holding both, 4 size MSFT larger and 1 size V larger — a lean toward MSFT. 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 MSFT only, who holds V only, and who holds both.
Of 5 shared managers, 4 weight MSFT heavier and 1 weight V heavier.
- Chase Coleman10.7%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- Stephen Mandel7.8%
- David Tepper5.9%
- Joel Greenblatt4.1%
- Lee Ainslie3.8%
- Chris Hohn13.1 / 11.8%
- Terry Smith11.2 / 5.4%
- Polen Capital9.4 / 7.8%
- William von Mueffling7.8 / 6.1%
- Andreas Halvorsen4.8 / 5.8%
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
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: MSFT or V?
MSFT (Microsoft) is held by 12 tracked superinvestors; V (Visa) is held by 10. MSFT has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MSFT and V?
5 tracked superinvestors hold both MSFT and V based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (13.1% MSFT · 11.8% V). Full overlap table below.
What is the overlap between MSFT and V institutional ownership?
Across 17 unique tracked holders: 7 hold only MSFT (41%), 5 hold both (29%), 5 hold only V (30%). The full Venn split + per-manager position % is on this page.
Among managers holding both MSFT and V, which do they prefer?
Of 5 managers holding both, 4 weight MSFT higher and 1 weight V 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.