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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
$12.6B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.59B
4
GQG Partners
GQG Partners
Florida
$2.41B
5
Jennison Associates
Jennison Associates
New York
$2.56B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$26.7M
2
Capital Research Global Investors
Capital Research Global Investors
California
$6.25B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$440M
4
PI
Putnam Investments
Massachusetts
$1.16B
5
Dodge & Cox
Dodge & Cox
California
$1.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
3226
Red Tortoise LLC
Georgia
$54.2K – – –
SIC
3227
SJS Investment Consulting
Ohio
$51.6K -$4.87K -17 -9%
IWP
3228
IAG Wealth Partners
Wisconsin
$51.4K – – –
VSQM
3229
V-Square Quantitative Management
Illinois
$47.9K +$47.9K +167 New
SC
3230
Stephens Consulting
Michigan
$46.5K – – –
CFS
3231
CGC Financial Services
Oregon
$46.5K +$46.5K +162 New
NC
3232
NewSquare Capital
Pennsylvania
$46.2K -$74.7K -260 -62%
HS
3233
Horan Securities
United States
$46.1K -$1.15K -4 -2%
SWM
3234
Sanctuary Wealth Management
Idaho
$45.1K +$45.1K +157 New
PP
3235
PFS Partners
New Jersey
$43.9K – – –
TJHA
3236
Thomas J. Herzfeld Advisors
Florida
$43.8K -$6.58K -23 -13%
GIS
3237
Grayhawk Investment Strategies
Alberta, Canada
$41.3K – – –
HWM
3238
HighMark Wealth Management
Minnesota
$39.6K -$27.3K -95 -41%
APW
3239
Acima Private Wealth
Virginia
$39.3K -$9.47K -33 -19%
TCM
3240
Tradewinds Capital Management
Washington
$38.7K – – –
DI
3241
Disciplined Investments
Oklahoma
$38.5K -$4.02K -14 -9%
GA
3242
GoalVest Advisory
New York
$38.2K -$287K -1,000 -88%
RA
3243
Rise Advisors
New York
$37K -$2.3K -8 -6%
CPA
3244
Cowen Prime Advisors
New York
$34.7K – – –
ARS
3245
Adirondack Retirement Specialists
New York
$33K – – –
TCA
3246
Trifecta Capital Advisors
Illinois
$33K – – –
DSC
3247
Duncker Streett & Co
Missouri
$31.3K -$2.58K -9 -8%
IA
3248
IFS Advisors
Kansas
$30.7K – – –
AS
3249
Altshuler Shaham
Israel
$30.1K +$30.1K +105 New
SIMG
3250
Stephens Investment Management Group
Texas
$29.8K +$29.8K +104 New
128 129
130
131 132