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 −2 (slight selling); 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 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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