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 −8 (slight selling); MSFT 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 position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.