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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
SFP
1551
Shepherd Financial Partners
Massachusetts
$3.85M +$2.6K +8 +0.1%
ACM
1552
Aquatic Capital Management
Illinois
$3.84M -$21.6M -66,480 -86%
CWM
1553
Cornerstone Wealth Management
Missouri
$3.84M +$4.23K +13 +0.1%
SWA
1554
SFMG Wealth Advisors
Texas
$3.83M +$21.8K +67 +0.6%
GCM
1555
Glynn Capital Management
California
$3.82M
CWM
1556
Circle Wealth Management
New Jersey
$3.81M -$98.3K -302 -3%
CAG
1557
Csenge Advisory Group
Florida
$3.81M +$521K +1,601 +17%
CPC
1558
Consolidated Planning Corp
Georgia
$3.8M +$100K +308 +3%
CAG
1559
Crestwood Advisors Group
Massachusetts
$3.8M +$721K +2,215 +26%
SFG
1560
SevenBridge Financial Group
Pennsylvania
$3.8M +$83K +255 +2%
RA
1561
Rational Advisors
New York
$3.79M -$1.13M -3,471 -24%
LFA
1562
Legacy Financial Advisors
Kentucky
$3.79M +$232K +713 +7%
CCI
1563
Credit Capital Investments
New Jersey
$3.79M +$228K +700 +7%
DCM
1564
DGS Capital Management
New Jersey
$3.78M +$239K +733 +7%
NA
1565
Navellier & Associates
Nevada
$3.78M -$4.88K -15 -0.1%
JFGIW
1566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.77M +$385K +1,181 +12%
SFFS
1567
Stonehage Fleming Financial Services
Jersey
$3.75M -$85.3M -261,946 -96%
TA
1568
TLS Advisors
Florida
$3.75M
AIA
1569
Affinity Investment Advisors
California
$3.74M +$712K +2,187 +26%
CF
1570
Cantor Fitzgerald
New York
$3.74M -$56.5M -173,396 -95%
PWA
1571
Primoris Wealth Advisors
Florida
$3.73M +$2.66M +8,179 +346%
IVP
1572
Intrinsic Value Partners
Arizona
$3.73M -$78.2K -240 -2%
WAM
1573
Weatherly Asset Management
California
$3.73M -$81.4K -250 -2%
HZ
1574
Hixon Zuercher
Ohio
$3.72M +$407K +1,251 +14%
ST
1575
Sabal Trust
Florida
$3.71M +$405K +1,244 +13%

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.