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 −17 (slight selling) against V’s −14 (slight selling); V 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 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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