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Meta Platforms (Facebook)

3,757 hedge funds and large institutions have $608B invested in Meta Platforms (Facebook) in 2023 Q4 according to their latest regulatory filings, with 493 funds opening new positions, 1,538 increasing their positions, 1,373 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 493 | Existing positions closed: 107

34% more call options, than puts

Call options by funds: $51.3B | Put options by funds: $38.3B

21% more capital invested

Capital invested by funds: $502B → $608B (+$106B)

13% more funds holding in top 10

Funds holding in top 10: 637720 (+83)

12% more repeat investments, than reductions

Existing positions increased: 1,538 | Existing positions reduced: 1,373

10% more funds holding

Funds holding: 3,4253,757 (+332)

2.56% more ownership

Funds ownership: 75.3%77.87% (+2.6%)

Holders
3,757
Holders Change
+332
Holders Change %
+9.69%
% of All Funds
54.77%
Holding in Top 10
720
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+13.03%
% of All Funds
10.5%
New
493
Increased
1,538
Reduced
1,373
Closed
107
Calls
$51.3B
Puts
$38.3B
Net Calls
+$13B
Net Calls Change
+$433M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
2551
Petrus Trust Company
Texas
$863K -$84.3K -259 -10%
TFA
2552
Toth Financial Advisory
Virginia
$863K
PCA
2553
Peddock Capital Advisors
Massachusetts
$862K +$17.6K +54 +2%
WBG
2554
Wharton Business Group
Pennsylvania
$858K
MA
2555
Modus Advisors
Minnesota
$858K +$71K +218 +10%
KCM
2556
Kathmere Capital Management
Pennsylvania
$856K +$148K +455 +23%
LWA
2557
Lineweaver Wealth Advisors
Ohio
$856K +$329K +1,011 +72%
CM
2558
Corvex Management
New York
$850K
HP
2559
Holowesko Partners
Bahamas
$850K
BOPW
2560
Brandywine Oak Private Wealth
Pennsylvania
$848K -$99.3K -305 -11%
WKWM
2561
Walter & Keenan Wealth Management
Indiana
$848K -$20.5K -63 -3%
NF
2562
Nikulski Financial
Iowa
$847K +$17.9K +55 +2%
IPWA
2563
International Private Wealth Advisors
California
$847K +$779K +2,393 New
TWM
2564
Triton Wealth Management
Arizona
$847K +$2.93K +9 +0.4%
BWP
2565
Bernardo Wealth Planning
Pennsylvania
$847K
AIP
2566
ARS Investment Partners
New York
$840K
S
2567
Sunpointe
Missouri
$839K +$772K +2,370 New
ABLA
2568
Alan B. Lancz & Associates
Ohio
$837K -$16.3K -50 -2%
GP
2569
Greenline Partners
New York
$837K +$546K +1,678 +245%
CIA
2570
Compass Ion Advisors
Pennsylvania
$837K -$3.91K -12 -0.5%
AHL
2571
Abel Hall LLC
Louisiana
$835K +$768K +2,359 New
HFM
2572
Hartford Funds Management
Pennsylvania
$833K +$59.3K +182 +8%
SPIS
2573
Steward Partners Investment Solutions
Oregon
$830K +$764K +2,346 New
AWM
2574
AAF Wealth Management
Massachusetts
$828K
CAM
2575
Concorde Asset Management
Michigan
$828K -$8.79K -27 -1%

META Hedge Fund Activity: Q4 2023 in Review

3,757 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Meta Platforms (Facebook) (META) for Q4 2023, worth a combined $608B — up 21% from $502B a quarter earlier.

Buyers outnumbered sellers: 493 funds opened new META positions and 107 closed out — a net gain of 386 holders — while 1,538 added to existing stakes and 1,373 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.8B. The largest seller was Bank of America, cutting an estimated $1.4B.

  • 3,757 institutional investors held Meta Platforms (Facebook) (META) as of Q4 2023, up from 3,425 in Q3 2023.
  • Funds reported $608B of Meta Platforms (Facebook) stock for Q4 2023, up 21% quarter-over-quarter.
  • 493 funds opened new Meta Platforms (Facebook) positions in Q4 2023 and 107 closed out, a net change of +386 holders.
  • The largest Meta Platforms (Facebook) buyer in Q4 2023 was Morgan Stanley, an estimated $11.8B added.
  • The largest Meta Platforms (Facebook) seller in Q4 2023 was Bank of America, an estimated $1.4B sold.

Based on aggregated 13F filings for Q4 2023.