META vs BAC
Meta Platforms · Bank of America
Superinvestor ownership overlap, unique holders, and conviction comparison.
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 −2 (slight selling) against BAC’s −1 (slight selling); BAC 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.
Of 1 shared manager, 0 weight META heavier and 1 weight BAC heavier.
- 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
- Li Lu11.8 / 27.4%
- Warren Buffett11.2%
- Bill Nygren4.3%
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: 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 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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