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Ownership Diff · META vs BAC

META vs BAC

Meta Platforms · Bank of America

Superinvestor ownership overlap, unique holders, and conviction comparison.

META
Meta Platforms
Technology
ConvictionScore+3
SignalSlight accumulation
Tracked owners15
BAC
Bank of America
Financials
ConvictionScore+1
SignalSlight accumulation
Tracked owners3

What the ownership overlap reveals

Across 17 tracked superinvestors, 1 hold both META and BAC (6% of the combined holder base), led by Li Lu (11.8% META · 27.4% BAC). META appears in 15 tracked portfolios; BAC in 3, so META is the more widely held of the two among tracked managers.

META is a Technology holding while BAC sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, META’s ConvictionScore reads +3 (slight accumulation) against BAC’s +1 (slight accumulation); META shows the stronger net-accumulation reading of the pair.

Among the 1 manager holding both, 0 size META larger and 1 size BAC 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 META only, who holds BAC only, and who holds both.

META only (14)■ Both (1)BAC only (2)
META only
BAC only

Of 1 shared manager, 0 weight META heavier and 1 weight BAC heavier.

Both · 1
Only BAC · 2

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

Li Lu
META
11.8%
BAC
27.4%
Cash flow machine.
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Frequently asked questions

Which has more hedge-fund owners: META or BAC?

META (Meta Platforms) is held by 15 tracked superinvestors; BAC (Bank of America) is held by 3. META has 12 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both META and BAC?

1 tracked superinvestor holds both META and BAC based on the latest SEC 13F filings. Largest dual-holder: Li Lu (11.8% META · 27.4% BAC). Full overlap table below.

What is the overlap between META and BAC institutional ownership?

Across 17 unique tracked holders: 14 hold only META (82%), 1 hold both (6%), 2 hold only BAC (12%). The full Venn split + per-manager position % is on this page.

Among managers holding both META and BAC, which do they prefer?

Of 1 managers holding both, 0 weight META higher and 1 weight BAC 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.