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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
RDFA
3601
Ritter Daniher Financial Advisory
Ohio
$166K
OC
3602
Oakworth Capital
Alabama
$165K +$32.6K +100 +27%
MFT
3603
Moisand Fitzgerald Tamayo
Florida
$165K -$46.6K -143 -24%
AWM
3604
Abound Wealth Management
Tennessee
$164K +$1.63K +5 +1%
T
3605
Tidemark
California
$161K +$148K +455 New
BFPW
3606
BOK Financial Private Wealth
Colorado
$157K +$48.8K +150 +51%
AFIA
3607
America First Investment Advisors
Nebraska
$156K
PCMC
3608
Planning Capital Management Corporation
Pennsylvania
$153K +$141K +433 New
MIM
3609
Macroview Investment Management
Maryland
$152K +$77.8K +239 +126%
GC
3610
Globeflex Capital
California
$149K
LIWM
3611
Long Island Wealth Management
New York
$148K +$136K +418 New
BGAI
3612
Bruce G. Allen Investments
Colorado
$147K +$135K +415 New
SA
3613
Scarborough Advisors
Maryland
$146K +$134K +413 New
HDIM
3614
Hanson & Doremus Investment Management
Vermont
$146K -$4.56K -14 -3%
KFS
3615
Kelly Financial Services
Massachusetts
$143K -$977 -3 -0.7%
BFS
3616
Burkett Financial Services
South Carolina
$143K +$131K +403 New
ATC
3617
Advantage Trust Company
Kansas
$142K +$130K +400 New
WOC
3618
West Oak Capital
California
$140K +$32.6K +100 +36%
MSFP
3619
Mark Sheptoff Financial Planning
Connecticut
$137K
SRCM
3620
Signature Resources Capital Management
California
$134K +$123K +378 New
DCM
3621
Disciplina Capital Management
Tennessee
$130K
OPTFSNA
3622
Old Point Trust & Financial Services N A
Virginia
$127K +$117K +360 New
GG
3623
Gleason Group
Kentucky
$126K -$8.14K -25 -7%
AAG
3624
Armstrong Advisory Group
Massachusetts
$125K +$17.9K +55 +18%
FRA
3625
Front Row Advisors
California
$124K

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.