NFLX vs META
Netflix · Meta Platforms
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, 2 hold both NFLX and META (13% of the combined holder base), led by John Armitage (3.9% NFLX · 7.2% META). NFLX appears in 3 tracked portfolios; META in 15, so META is the more widely held of the two among tracked managers.
NFLX is a Communication holding while META sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, NFLX’s ConvictionScore reads −1 (slight selling) against META’s +3 (slight accumulation); META shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size NFLX larger and 1 size META larger — an even conviction split. 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 NFLX only, who holds META only, and who holds both.
Of 2 shared managers, 1 weight NFLX heavier and 1 weight META heavier.
- Bill Nygren3.6%
- John Armitage3.9 / 7.2%
- Lee Ainslie3.4 / 2.9%
- Chase Coleman13.4%
- Li Lu11.8%
- David Tepper9.1%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- Terry Smith6.5%
- Andreas Halvorsen6.4%
- Stephen Mandel6.4%
- +5 more
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: NFLX or META?
NFLX (Netflix) is held by 3 tracked superinvestors; META (Meta Platforms) is held by 15. META has 12 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NFLX and META?
2 tracked superinvestors hold both NFLX and META based on the latest SEC 13F filings. Largest dual-holder: John Armitage (3.9% NFLX · 7.2% META). Full overlap table below.
What is the overlap between NFLX and META institutional ownership?
Across 16 unique tracked holders: 1 hold only NFLX (6%), 2 hold both (13%), 13 hold only META (81%). The full Venn split + per-manager position % is on this page.
Among managers holding both NFLX and META, which do they prefer?
Of 2 managers holding both, 1 weight NFLX higher and 1 weight META 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.