The Stocks Hedge Funds and Congress Both Own in 2026

Hedge fund 13F filings tell you what the biggest money managers held at the end of last quarter. Congressional trade disclosures tell you what lawmakers and their families bought and sold, usually within 45 days of the trade. Each dataset has fans. But the more interesting question is where they overlap: which stocks are both widely held by funds and actively bought by members of Congress?

We cross referenced both datasets on SteadyShares and pulled the overlap as of mid July 2026. Here is what the data shows.

The overlap list

Ranked by the number of tracked funds holding the stock, with congressional activity alongside:

| Ticker | Funds holding | Fund position value | Congress buyers | Buys vs sells |

|---|---|---|---|---|

| MSFT | 67 | $53.4B | 5 | 21 buys, 15 sells |

| GOOGL | 63 | $66.6B | 3 | 15 buys, 11 sells |

| META | 52 | $27.0B | 3 | 12 buys, 12 sells |

| V | 51 | $25.4B | 2 | 9 buys, 10 sells |

| AAPL | 41 | $101.7B | 4 | 14 buys, 8 sells |

| NVDA | 41 | $54.2B | 2 | 11 buys, 13 sells |

| JPM | 30 | $10.8B | 4 | 13 buys, 7 sells |

| LLY | 24 | $9.8B | 3 | 5 buys, 2 sells |

A few things stand out.

Microsoft is the consensus name

Microsoft is held by 67 of the funds we track, worth a combined $53.4 billion, and it also drew 5 different congressional buyers with 21 disclosed buys against 15 sells, the most recent on June 16, 2026. It is the single most agreed upon stock across both groups.

The fundamentals give some context for why. [MSFT](/stocks/MSFT) trades at a P/E around 23, carries the highest moat score in our coverage at 90 out of 100, and our DCF model puts fair value at $470 against a recent price near $391. That is roughly 20 percent modeled upside. A DCF is a model, not a promise, and small changes in growth or discount assumptions move that number a lot. But it helps explain why the buying is broad rather than concentrated in one or two portfolios.

JPMorgan is the quiet one

JPMorgan Chase does not get the headlines that the megacap tech names do, but 4 separate congressional buyers made 13 disclosed buys against 7 sells, and 30 tracked funds hold about $10.8 billion of it. At a P/E around 16 it is also the cheapest stock on this list by that measure, though our DCF pegs fair value at $215 against a price near $335, so the model sees it as expensive despite the low multiple. When a simple ratio and a cash flow model disagree, that is usually a sign the market is pricing in growth the model is not.

Nvidia shows the split

Not every popular stock shows agreement. Nvidia is held by 41 funds worth $54.2 billion, but congressional activity leans the other way: 13 disclosed sells against 11 buys. Our DCF is also skeptical, with a modeled fair value of $110 against a price near $204. Analysts disagree sharply, with consensus targets implying meaningful upside. Nvidia is a good reminder that these datasets are inputs for your own thinking, not answers.

Apple is the biggest position but not the biggest conviction

Apple is the largest dollar exposure on the list at $101.7 billion across 41 funds, most of it sitting in a small number of long term holders. Congress leaned toward buying, with 14 buys against 8 sells and the most recent disclosed trade on June 24, 2026. Our DCF model puts fair value at $245 against a price above $317, so the model calls it overvalued even while the holders stay put.

What this overlap does and does not tell you

Be clear eyed about the limits. 13F filings are published up to 45 days after quarter end, so fund positions are always stale, and they only show long stock positions, not shorts, options, or anything sold since. Congressional disclosures report trade sizes in dollar ranges, not exact amounts, so any dollar figure for Hill buying is an estimate from range midpoints. And overlap is not endorsement: a stock can appear on this list because it is enormous and widely owned, not because anyone thinks it is cheap.

What the overlap is useful for is narrowing your research. When two groups with very different information and incentives are both accumulating a name, it earns a closer look. When they disagree, as with Nvidia, that tension is worth understanding before you act.

You can track fund positions on our [guru tracker](/app/gurus), follow disclosed congressional trades on the [Capitol tracker](/app/capitol), and run your own valuation screens with the [free screener](/app/screener). All three are free with a [SteadyShares account](/register).

The bottom line

The stocks that both hedge funds and Congress are buying tend to be the ones with the strongest fundamentals and clearest narratives, but that does not make them cheap. Use this overlap as a filter for quality names worth deeper study, not as a signal to buy.

This article is educational information, not financial advice. Do your own research before making any investment decision.