BAC vs NFLX
Bank of America · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 5 tracked superinvestors, 1 hold both BAC and NFLX (20% of the combined holder base), led by Bill Nygren (4.3% BAC · 3.6% NFLX). BAC appears in 3 tracked portfolios; NFLX in 3 — an even split in breadth of ownership.
BAC is a Financials holding while NFLX sits in Communication — 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 accumulation) against NFLX’s −1 (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 NFLX 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 NFLX only, and who holds both.
Of 1 shared manager, 1 weight BAC heavier and 0 weight NFLX heavier.
- Li Lu27.4%
- Warren Buffett11.2%
- Bill Nygren4.3 / 3.6%
- John Armitage3.9%
- Lee Ainslie3.4%
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 NFLX?
BAC (Bank of America) is held by 3 tracked superinvestors; NFLX (Netflix) is held by 3. Both has 0 more tracked holders (tied). Full ranking by % of portfolio in the table below.
What managers hold both BAC and NFLX?
1 tracked superinvestor holds both BAC and NFLX based on the latest SEC 13F filings. Largest dual-holder: Bill Nygren (4.3% BAC · 3.6% NFLX). Full overlap table below.
What is the overlap between BAC and NFLX institutional ownership?
Across 5 unique tracked holders: 2 hold only BAC (40%), 1 hold both (20%), 2 hold only NFLX (40%). The full Venn split + per-manager position % is on this page.
Among managers holding both BAC and NFLX, which do they prefer?
Of 1 managers holding both, 1 weight BAC higher and 0 weight NFLX higher in their portfolios. BAC 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.