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
- 11
- Reported value
- $1.3bn
- Buyers
- 19
- Sellers
- 14
Breadth +5 among 92 comparable managers.
Bank of Amer Corp
- Holders
- 41
- Reported value
- $68.5bn
- Buyers
- 18
- Sellers
- 31
Breadth -13 among 92 comparable managers.
Who holds both, Q4 2025
Both (8)
Acadian Asset Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Marshall Wace LLP, Point72 Asset Management LP, Two Sigma Advisers LP
Only FUTU (3)
ARK Investment Management LLC, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only BAC (33)
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, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 8 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.