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 selling) against NFLX’s −1 (slight selling); the two carry the same net reading across tracked managers.
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 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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