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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
CWM
3651
Compass Wealth Management
Connecticut
$88.5K
BCM
3652
Bourgeon Capital Management
Connecticut
$87.8K +$78.2K +240 +3,000%
BAM
3653
Bellevue Asset Management
Washington
$87.8K
CWAF
3654
Core Wealth Advisors (Florida)
Florida
$87.1K +$78.2K +240 +4,000%
FBC
3655
Fairfield, Bush & Co
Connecticut
$87.1K +$80.1K +246 New
SR
3656
Syntax Research
Florida
$86.7K -$8.14K -25 -9%
CMA
3657
Cedar Mountain Advisors
Oregon
$83.5K -$1.95K -6 -2%
RA
3658
Rise Advisors
New York
$83.5K
FPFS
3659
First Personal Financial Services
North Carolina
$82.5K +$2.6K +8 +4%
AIM
3660
Arcadia Investment Management
Michigan
$80.7K
PCM
3661
Perritt Capital Management
Illinois
$78.2K +$1.95K +6 +3%
RBC
3662
Roble Belko & Company
Pennsylvania
$73K
VWA
3663
Valued Wealth Advisors
Utah
$72.1K +$78.2K +240 New
CFG
3664
CKW Financial Group
Hawaii
$71K
LJHT
3665
Laurie J. Hall Trustee
$71K
PP
3666
Pacifica Partners
Canada
$70K +$71.6K +220 New
BG
3667
Bollard Group
Massachusetts
$70K
CTWM
3668
Cherry Tree Wealth Management
Minnesota
$67.1K +$47.2K +145 +322%
TCM
3669
Tradewinds Capital Management
Washington
$63.7K +$3.26K +10 +6%
SIC
3670
SJS Investment Consulting
Ohio
$63.7K -$326 -1 -0.6%
IWP
3671
IAG Wealth Partners
Wisconsin
$63.4K
PCA
3672
Providence Capital Advisors
North Carolina
$63K +$44.9K +138 +345%
SWM
3673
Sugarloaf Wealth Management
Georgia
$61.9K
DWM
3674
Dogwood Wealth Management
Kansas
$61.4K +$56.3K +173 New
WCM
3675
Winthrop Capital Management
Indiana
$61.2K +$56.3K +173 New

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.