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Meta Platforms (Facebook)

3,053 hedge funds and large institutions have $343B invested in Meta Platforms (Facebook) in 2023 Q1 according to their latest regulatory filings, with 506 funds opening new positions, 1,048 increasing their positions, 1,269 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,053
Holders Change
+310
Holders Change %
+11.3%
% of All Funds
48.86%
Holding in Top 10
445
Holding in Top 10 Change
+254
Holding in Top 10 Change %
+132.98%
% of All Funds
7.12%
New
506
Increased
1,048
Reduced
1,269
Closed
142
Calls
$25.9B
Puts
$17.2B
Net Calls
+$8.69B
Net Calls Change
+$947M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMAG
1401
Pinnacle Wealth Management Advisory Group
New Jersey
$2.44M -$96.4K -455 -4%
MYIA
1402
Mount Yale Investment Advisors
Colorado
$2.43M +$406K +1,916 +20%
CICI
1403
Capital Investment Counsel Inc
North Carolina
$2.43M -$872K -4,115 -26%
CWM
1404
Cornerstone Wealth Management
Missouri
$2.43M +$2.43M +11,451 New
PTC
1405
Private Trust Company
Ohio
$2.43M +$322K +1,520 +15%
KFP
1406
KB Financial Partners
New Jersey
$2.41M +$260K +1,226 +12%
DACG
1407
Donor Advised Charitable Giving
California
$2.41M
CWM
1408
Circle Wealth Management
New Jersey
$2.41M -$66.1K -312 -3%
WAM
1409
Weatherly Asset Management
California
$2.39M -$152K -715 -6%
WP
1410
WealthShield Partners
North Carolina
$2.39M +$2.39M +11,275 New
CAS
1411
Coppell Advisory Solutions
Texas
$2.39M +$2.25M +10,854 +1,642%
CASC
1412
Coppell Advisory Solutions Corp
Texas
$2.39M +$2.25M +10,854 +1,642%
AFT
1413
Alpha Family Trust
California
$2.38M +$554K +2,613 +30%
SWA
1414
SFMG Wealth Advisors
Texas
$2.38M +$71.4K +337 +3%
PCM
1415
Poehling Capital Management
Wisconsin
$2.38M -$1.52M -7,158 -39%
SS
1416
Sunbelt Securities
Texas
$2.37M -$819K -3,942 -26%
CNC
1417
Citizens & Northern Corp
Pennsylvania
$2.35M -$716K -3,377 -23%
SWM
1418
SeaCrest Wealth Management
New York
$2.35M -$77.4K -365 -3%
AWM
1419
Axxcess Wealth Management
California
$2.34M -$393K -1,855 -14%
VWA
1420
Visionary Wealth Advisors
Illinois
$2.33M -$39.2K -185 -2%
PA
1421
Procyon Advisors
Connecticut
$2.32M -$40.3K -190 -2%
OL
1422
Optas LLC
Texas
$2.32M -$166K -785 -7%
IRAG
1423
Investment Research & Advisory Group
Georgia
$2.31M +$464K +2,187 +25%
JFGIW
1424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.3M +$670K +3,162 +41%
GCM
1425
Glynn Capital Management
California
$2.29M