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Meta Platforms (Facebook)

3,068 hedge funds and large institutions have $344B invested in Meta Platforms (Facebook) in 2023 Q1 according to their latest regulatory filings, with 510 funds opening new positions, 1,056 increasing their positions, 1,271 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 510 | Existing positions closed: 144

132% more funds holding in top 10

Funds holding in top 10: 193447 (+254)

75% more capital invested

Capital invested by funds: $197B → $344B (+$147B)

51% more call options, than puts

Call options by funds: $26B | Put options by funds: $17.2B

11% more funds holding

Funds holding: 2,7563,068 (+312)

1.59% more ownership

Funds ownership: 72.31%73.9% (+1.6%)

17% less repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,271

Holders
3,068
Holders Change
+312
Holders Change %
+11.32%
% of All Funds
48.89%
Holding in Top 10
447
Holding in Top 10 Change
+254
Holding in Top 10 Change %
+131.61%
% of All Funds
7.12%
New
510
Increased
1,056
Reduced
1,271
Closed
144
Calls
$26B
Puts
$17.2B
Net Calls
+$8.79B
Net Calls Change
+$1.03B
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
2001
O'Brien Wealth Partners
Massachusetts
$817K +$24.4K +143 +4%
IC
2002
Inscription Capital
Texas
$816K +$26.7K +157 +4%
ISWM
2003
Independent Solutions Wealth Management
New York
$816K +$115K +674 +21%
CFO
2004
CVA Family Office
Colorado
$816K +$197K +1,159 +43%
BONST
2005
Bank of Nova Scotia Trust
Ontario, Canada
$815K -$6.13K -36 -0.9%
DP
2006
DDD Partners
Washington
$815K +$341K +2,000 +108%
WP
2007
WMS Partners
Maryland
$815K +$19.9K +117 +3%
TFA
2008
Tranquilli Financial Advisor
New Jersey
$815K -$24.2K -142 -4%
AI
2009
Accredited Investors
Minnesota
$815K +$34.1K +200 +5%
KMWM
2010
Keudell/Morrison Wealth Management
Oregon
$813K +$71.5K +420 +12%
FVWA
2011
Foster Victor Wealth Advisors
South Carolina
$808K +$641K +3,765 New
1SB
2012
1ST Source Bank
Indiana
$807K +$15.5K +91 +2%
DWP
2013
Daymark Wealth Partners
Ohio
$806K +$361K +2,119 +126%
MBT
2014
Montecito Bank & Trust
California
$802K -$43.4K -255 -6%
FFA
2015
Founders Financial Alliance
North Carolina
$802K -$5.96K -35 -0.9%
CPWM
2016
Cypress Point Wealth Management
Texas
$802K
I
2017
InceptionR
California
$799K +$70.7K +415 +12%
CCM
2018
Compton Capital Management
Rhode Island
$799K -$1.13M -6,610 -64%
HCM
2019
Highlander Capital Management
New Jersey
$798K -$8.52K -50 -1%
CWP
2020
Concord Wealth Partners
Virginia
$794K -$30.7K -180 -5%
RSWM
2021
Robertson Stephens Wealth Management
California
$793K -$100K -588 -14%
TW
2022
Towerpoint Wealth
California
$792K +$38.1K +224 +6%
MWM
2023
McNaughton Wealth Management
California
$791K -$9.37K -55 -1%
CA
2024
Crewe Advisors
Utah
$789K -$102K -597 -14%
MC
2025
Matisse Capital
Oregon
$789K +$634K +3,721 New

META Hedge Fund Activity: Q1 2023 in Review

3,068 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Meta Platforms (Facebook) (META) for Q1 2023, worth a combined $344B — up 75% from $197B a quarter earlier.

Buyers outnumbered sellers: 510 funds opened new META positions and 144 closed out — a net gain of 366 holders — while 1,056 added to existing stakes and 1,271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.6B. The largest seller was Amundi, cutting an estimated $1.03B.

  • 3,068 institutional investors held Meta Platforms (Facebook) (META) as of Q1 2023, up from 2,756 in Q4 2022.
  • Funds reported $344B of Meta Platforms (Facebook) stock for Q1 2023, up 75% quarter-over-quarter.
  • 510 funds opened new Meta Platforms (Facebook) positions in Q1 2023 and 144 closed out, a net change of +366 holders.
  • The largest Meta Platforms (Facebook) buyer in Q1 2023 was JP Morgan Chase, an estimated $1.6B added.
  • The largest Meta Platforms (Facebook) seller in Q1 2023 was Amundi, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2023.