V vs MSFT
Visa · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 17 tracked superinvestors, 5 hold both V and MSFT (29% of the combined holder base), led by Chris Hohn (11.8% V · 13.1% MSFT). V appears in 10 tracked portfolios; MSFT in 12, so MSFT is the more widely held of the two among tracked managers.
V is a Financials holding while MSFT 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 MSFT’s −17 (slight selling); V shows the stronger net-accumulation reading of the pair.
Among the 5 managers holding both, 1 size V larger and 4 size MSFT 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 V only, who holds MSFT only, and who holds both.
Of 5 shared managers, 1 weight V heavier and 4 weight MSFT heavier.
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- Chris Hohn11.8 / 13.1%
- Polen Capital7.8 / 9.4%
- William von Mueffling6.1 / 7.8%
- Andreas Halvorsen5.8 / 4.8%
- Terry Smith5.4 / 11.2%
- Chase Coleman10.7%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- Stephen Mandel7.8%
- David Tepper5.9%
- Joel Greenblatt4.1%
- Lee Ainslie3.8%
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 MSFT?
V (Visa) is held by 10 tracked superinvestors; MSFT (Microsoft) is held by 12. MSFT has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both V and MSFT?
5 tracked superinvestors hold both V and MSFT based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (11.8% V · 13.1% MSFT). Full overlap table below.
What is the overlap between V and MSFT institutional ownership?
Across 17 unique tracked holders: 5 hold only V (29%), 5 hold both (29%), 7 hold only MSFT (42%). The full Venn split + per-manager position % is on this page.
Among managers holding both V and MSFT, which do they prefer?
Of 5 managers holding both, 1 weight V higher and 4 weight MSFT 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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