V vs META
Visa · Meta Platforms
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 19 tracked superinvestors, 6 hold both V and META (32% of the combined holder base), led by Chuck Akre (14.2% V · 3.1% META). V appears in 10 tracked portfolios; META in 15, so META is the more widely held of the two among tracked managers.
V is a Financials holding while META sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, V’s ConvictionScore reads −14 (slight selling) against META’s +3 (slight accumulation); META shows the stronger net-accumulation reading of the pair.
Among the 6 managers holding both, 4 size V larger and 2 size META 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 V only, who holds META only, and who holds both.
Of 6 shared managers, 4 weight V heavier and 2 weight META heavier.
- Dev Kantesaria12.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- William von Mueffling6.1%
- Chuck Akre14.2 / 3.1%
- Chris Hohn11.8 / 8.2%
- François Rochon9.8 / 6.2%
- Polen Capital7.8 / 4.1%
- Andreas Halvorsen5.8 / 6.4%
- Terry Smith5.4 / 6.5%
- 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
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: V or META?
V (Visa) is held by 10 tracked superinvestors; META (Meta Platforms) is held by 15. META has 5 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both V and META?
6 tracked superinvestors hold both V and META based on the latest SEC 13F filings. Largest dual-holder: Chuck Akre (14.2% V · 3.1% META). Full overlap table below.
What is the overlap between V and META institutional ownership?
Across 19 unique tracked holders: 4 hold only V (21%), 6 hold both (32%), 9 hold only META (47%). The full Venn split + per-manager position % is on this page.
Among managers holding both V and META, which do they prefer?
Of 6 managers holding both, 4 weight V higher and 2 weight META higher in their portfolios. V 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.