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Meta Platforms (Facebook)
META

Overview Fund Activity

3,298 hedge funds and large institutions have $473B invested in Meta Platforms (Facebook) in 2023 Q2 according to their latest regulatory filings, with 364 funds opening new positions, 1,092 increasing their positions, 1,491 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,298
Holders Change
+245
Holders Change %
+8.02%
% of All Funds
52.01%
Holding in Top 10
578
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+29.89%
% of All Funds
9.12%
New
364
Increased
1,092
Reduced
1,491
Closed
92
Calls
$38.2B
Puts
$24.8B
Net Calls
+$13.4B
Net Calls Change
+$4.75B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.21B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.02B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.49B
4
GQG Partners
GQG Partners
Florida
+$1.29B
5
Jennison Associates
Jennison Associates
New York
+$1.12B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$5.84B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.3B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.28B
4
PI
Putnam Investments
Massachusetts
-$775M
5
Dodge & Cox
Dodge & Cox
California
-$766M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
3026
Baskin Financial Services
Ontario, Canada
$237K +$237K +826 New
PBC
3027
Pavion Blue Capital
California
$237K +$237K +825 New
SPAS
3028
Spectrum Planning & Advisory Services
California
$237K +$237K +827 New
CFFP
3029
Center for Financial Planning
Michigan
$235K -$9.76K -34 -4%
LWAM
3030
Legacy Wealth Asset Management
Minnesota
$235K +$235K +819 New
BWA
3031
Beam Wealth Advisors
Louisiana
$235K +$235K +819 New
HVP
3032
Hudson Value Partners
Florida
$235K +$235K +818 New
MSR
3033
Main Street Research
Connecticut
$234K +$234K +817 New
BA
3034
Bluesphere Advisors
Pennsylvania
$234K +$234K +817 New
PCFFS
3035
Pacific Center for Financial Services
California
$234K – – –
OPOWM
3036
One Plus One Wealth Management
Florida
$234K +$234K +816 New
IIM
3037
Ironwood Investment Management
Massachusetts
$234K +$234K +814 New
PWM
3038
PRW Wealth Management
Massachusetts
$234K +$234K +752 New
W
3039
WealthOne
New York
$233K -$71.2K -248 -23%
WCP
3040
Wick Capital Partners
Pennsylvania
$232K +$232K +810 New
TIM
3041
Total Investment Management
Arizona
$232K +$232K +809 New
FP
3042
Foundry Partners
Minnesota
$231K -$32.8M -114,286 -99%
BCP
3043
Blue Chip Partners
Michigan
$230K – – –
CAC
3044
Certified Advisory Corp
Florida
$230K +$230K +802 New
LL
3045
LWMG LLC
Minnesota
$230K +$230K +801 New
PS
3046
Portfolio Strategies
New York
$230K +$230K +800 New
LC
3047
Lincoln Capital
Nebraska
$229K +$229K +798 New
TAM
3048
Tucker Asset Management
Colorado
$229K +$111K +386 +94%
PFA
3049
Plotkin Financial Advisors
Maryland
$229K +$229K +797 New
TC
3050
Trilogy Capital
California
$229K +$229K +777 New
120 121
122
123 124