Skip to main content
HoldLens logoHoldLensConviction
← All comparisons
Ownership Diff · META vs NFLX

META vs NFLX

Meta Platforms · Netflix

Superinvestor ownership overlap, unique holders, and conviction comparison.

META
Meta Platforms
Technology
ConvictionScore+3
SignalSlight accumulation
Tracked owners15
NFLX
Netflix
Communication
ConvictionScore−1
SignalSlight selling
Tracked owners3

Ownership fingerprint

Who holds META only, who holds NFLX only, and who holds both.

META only (13)■ Both (2)NFLX only (1)
META only
Both

Of 2 shared managers, 1 weight META heavier and 1 weight NFLX heavier.

Both · 2
Only NFLX · 1

Shared manager conviction

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

John Armitage
META
7.2%
NFLX
3.9%
Cash flow machine.
Lee Ainslie
META
2.9%
NFLX
3.4%
Added aggressively in Q4 — 776k share add.
Advertisement
Remove with Pro →

Frequently asked questions

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

META (Meta Platforms) is held by 15 tracked superinvestors; NFLX (Netflix) 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 NFLX?

2 tracked superinvestors hold both META and NFLX based on the latest SEC 13F filings. Largest dual-holder: John Armitage (7.2% META · 3.9% NFLX). Full overlap table below.

What is the overlap between META and NFLX institutional ownership?

Across 16 unique tracked holders: 13 hold only META (81%), 2 hold both (13%), 1 hold only NFLX (6%). The full Venn split + per-manager position % is on this page.

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

Of 2 managers holding both, 1 weight META higher and 1 weight NFLX higher in their portfolios. Even split. Per-manager position %s in the convergence table below.

Sourced from SEC 13F filings (2026). Not investment advice. Methodology.