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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
QFA
2576
Quantum Financial Advisors
California
$827K +$41.7K +128 +6%
WLPWM
2577
Walled Lake Planning & Wealth Management
Illinois
$826K +$11.1K +34 +1%
BIAS
2578
Beacon Investment Advisory Services
New Jersey
$825K +$61.2K +188 +9%
KA
2579
KLCM Advisors
Wisconsin
$825K +$298K +916 +65%
EWS
2580
Evergreen Wealth Solutions
Pennsylvania
$823K -$40.4K -124 -5%
PWA
2581
Physician Wealth Advisors
Utah
$820K -$94.1K -289 -12%
GFA
2582
Gallagher Fiduciary Advisors
Illinois
$819K +$26.7K +82 +4%
PTCG
2583
Pring Turner Capital Group
California
$818K
ICP
2584
Interchange Capital Partners
Pennsylvania
$817K -$233K -714 -24%
ACP
2585
Aveo Capital Partners
Colorado
$815K +$235K +722 +46%
FMN
2586
Financial Management Network
California
$813K +$213K +653 +39%
RWA
2587
Redhawk Wealth Advisors
Minnesota
$812K +$62.5K +192 +9%
CIA
2588
Citadel Investment Advisory
Ohio
$810K +$93.5K +287 New
CNBTD
2589
Citizens National Bank Trust Department
Mississippi
$808K +$21.2K +65 +3%
NAS
2590
NWF Advisory Services
California
$807K +$106K +325 +17%
AC
2591
Addison Capital
Pennsylvania
$805K +$651 +2 +0.1%
FWA
2592
FSM Wealth Advisors
Ohio
$805K +$20.2K +62 +3%
MSA
2593
Marino Stram & Associates
Massachusetts
$804K +$326 +1 +0%
MWA
2594
Muirfield Wealth Advisors
North Carolina
$804K +$740K +2,272 New
CG
2595
Cynosure Group
Utah
$803K +$411K +1,262 +125%
TNA
2596
True North Advisors
Texas
$803K -$52.1K -160 -7%
WA
2597
Waddell & Associates
Tennessee
$803K -$67.4K -207 -8%
JFA
2598
JNBA Financial Advisors
Minnesota
$802K -$8.14K -25 -1%
OWA
2599
Opal Wealth Advisors
New York
$801K +$53.7K +165 +8%
EFG
2600
Ethos Financial Group
Pennsylvania
$801K +$175K +537 +31%

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.