Holders over time
- FUTU
- BAC
| Quarter | FUTU | BAC |
|---|---|---|
| Q3 2020 | 2 holders, $38m | 33 holders, $48.3bn |
| Q4 2020 | 5 holders, $247m | 36 holders, $60.7bn |
| Q1 2021 | 9 holders, $1.1bn | 33 holders, $77.6bn |
| Q2 2021 | 9 holders, $2.2bn | 30 holders, $83.1bn |
| Q3 2021 | 6 holders, $1.1bn | 28 holders, $81.4bn |
| Q4 2021 | 6 holders, $612m | 30 holders, $82.8bn |
| Q1 2022 | 4 holders, $227m | 39 holders, $74.0bn |
| Q2 2022 | 5 holders, $388m | 40 holders, $54.7bn |
| Q3 2022 | 4 holders, $213m | 36 holders, $53.0bn |
| Q4 2022 | 6 holders, $294m | 33 holders, $59.0bn |
| Q1 2023 | 6 holders, $341m | 32 holders, $50.5bn |
| Q2 2023 | 2 holders, $49m | 37 holders, $49.0bn |
| Q3 2023 | 5 holders, $188m | 36 holders, $46.0bn |
| Q4 2023 | 3 holders, $49m | 34 holders, $56.6bn |
| Q1 2024 | 2 holders, $51m | 35 holders, $64.4bn |
| Q2 2024 | 5 holders, $180m | 35 holders, $68.9bn |
| Q3 2024 | 7 holders, $463m | 43 holders, $60.8bn |
| Q4 2024 | 6 holders, $235m | 43 holders, $63.8bn |
| Q1 2025 | 7 holders, $325m | 40 holders, $59.8bn |
| Q2 2025 | 8 holders, $570m | 44 holders, $67.4bn |
| Q3 2025 | 14 holders, $1.4bn | 44 holders, $72.1bn |
| Q4 2025 | 11 holders, $1.3bn | 41 holders, $68.5bn |
| Q1 2026 | 7 holders, $469m | 39 holders, $59.5bn |
| Q2 2026 | 4 holders, $104m | 37 holders, $64.8bn |
Futu HLDGS LTD
- Holders
- 14
- Reported value
- $1.4bn
- Buyers
- 12
- Sellers
- 1
Breadth +11 among 95 comparable managers.
Bank of Amer Corp
- Holders
- 44
- Reported value
- $72.1bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 95 comparable managers.
Who holds both, Q3 2025
Both (10)
Acadian Asset Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Renaissance Technologies LLC, Two Sigma Advisers LP
Only FUTU (4)
ARK Investment Management LLC, Caxton Associates LLP, Coatue Management LLC, Voloridge Investment Management LLC
Only BAC (34)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 9 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.