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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
LC
1901
Longitude (Cayman)
Cayman Islands
$2.21M -$640K -1,965 -24%
BZWA
1902
Blue Zone Wealth Advisors
California
$2.2M -$19.9K -61 -1%
I
1903
INVST
Indiana
$2.2M +$321K +985 +26%
CWM
1904
Connecticut Wealth Management
Connecticut
$2.2M +$1.04M +3,193 +105%
VA
1905
Valmark Advisers
Ohio
$2.2M +$52.1K +160 +3%
PCM
1906
Poehling Capital Management
Wisconsin
$2.2M -$22.1K -68 -1%
AA
1907
Alta Advisers
United Kingdom
$2.19M +$32.6K +100 +2%
EA
1908
Everpar Advisors
Oklahoma
$2.19M +$2.02M +6,198 New
OFA
1909
Oak Family Advisors
Illinois
$2.19M -$540K -1,657 -21%
TCOT
1910
Trust Company of Toledo
Ohio
$2.19M +$169K +518 +9%
XWM
1911
Xcel Wealth Management
Florida
$2.18M -$38.8K -119 -2%
WWM
1912
Westwood Wealth Management
California
$2.18M +$664K +2,040 +50%
DC
1913
DeDora Capital
California
$2.18M -$37.8K -116 -2%
MFA
1914
Morling Financial Advisors
California
$2.17M -$463K -1,421 -19%
GLR
1915
Great Lakes Retirement
Ohio
$2.16M -$27.7K -85 -1%
FA
1916
Fagan Associates
New York
$2.16M +$97.7K +300 +5%
MCC
1917
Money Concepts Capital
Florida
$2.16M +$480K +1,475 +32%
LAI
1918
Legal Advantage Investments
California
$2.16M -$57K -175 -3%
GCA
1919
Gradient Capital Advisors
California
$2.15M +$182K +560 +10%
LA
1920
Lindenwold Advisors
Pennsylvania
$2.15M -$11.1K -34 -0.6%
QPBE
1921
Quintet Private Bank (Europe)
Luxembourg
$2.14M -$252K -774 -11%
WJWM
1922
Williams Jones Wealth Management
New York
$2.14M +$409K +1,256 +26%
BB
1923
Burford Brothers
Texas
$2.13M +$1.96M +6,030 New
DWM
1924
Drive Wealth Management
Utah
$2.13M -$10.7K -33 -0.5%
EWM
1925
EPG Wealth Management
Georgia
$2.13M +$13.7K +42 +0.9%

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.