BAC vs META
Bank of America · Meta Platforms
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 17 tracked superinvestors, 1 hold both BAC and META (6% of the combined holder base), led by Li Lu (27.4% BAC · 11.8% META). BAC appears in 3 tracked portfolios; META in 15, so META is the more widely held of the two among tracked managers.
BAC 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, BAC’s ConvictionScore reads −1 (slight selling) against META’s −2 (slight selling); BAC shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size BAC larger and 0 size META larger — a lean toward BAC. 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 BAC only, who holds META only, and who holds both.
Of 1 shared manager, 1 weight BAC heavier and 0 weight META heavier.
- Warren Buffett11.2%
- Bill Nygren4.3%
- Li Lu27.4 / 11.8%
- Chase Coleman13.4%
- David Tepper9.1%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- John Armitage7.2%
- Terry Smith6.5%
- Andreas Halvorsen6.4%
- Stephen Mandel6.4%
- +6 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: BAC or META?
BAC (Bank of America) is held by 3 tracked superinvestors; META (Meta Platforms) is held by 15. META has 12 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both BAC and META?
1 tracked superinvestor holds both BAC and META based on the latest SEC 13F filings. Largest dual-holder: Li Lu (27.4% BAC · 11.8% META). Full overlap table below.
What is the overlap between BAC and META institutional ownership?
Across 17 unique tracked holders: 2 hold only BAC (12%), 1 hold both (6%), 14 hold only META (82%). The full Venn split + per-manager position % is on this page.
Among managers holding both BAC and META, which do they prefer?
Of 1 managers holding both, 1 weight BAC higher and 0 weight META higher in their portfolios. BAC 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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