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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 %
KMWM
2001
Keudell/Morrison Wealth Management
Oregon
$813K +$89K +420 +12%
FVWA
2002
Foster Victor Wealth Advisors
South Carolina
$808K +$808K +3,765 New
1SB
2003
1ST Source Bank
Indiana
$807K +$19.3K +91 +2%
DWP
2004
Daymark Wealth Partners
Ohio
$806K +$449K +2,119 +126%
MBT
2005
Montecito Bank & Trust
California
$802K -$54K -255 -6%
FFA
2006
Founders Financial Alliance
North Carolina
$802K -$7.49K -35 -0.9%
CPWM
2007
Cypress Point Wealth Management
Texas
$802K
I
2008
InceptionR
California
$799K +$88K +415 +12%
CCM
2009
Compton Capital Management
Rhode Island
$799K -$1.4M -6,610 -64%
HCM
2010
Highlander Capital Management
New Jersey
$798K -$10.6K -50 -1%
CWP
2011
Concord Wealth Partners
Virginia
$794K -$38.1K -180 -5%
RSWM
2012
Robertson Stephens Wealth Management
California
$793K -$125K -588 -14%
TW
2013
Towerpoint Wealth
California
$792K +$47.5K +224 +6%
MWM
2014
McNaughton Wealth Management
California
$791K -$11.7K -55 -1%
CA
2015
Crewe Advisors
Utah
$789K -$127K -597 -14%
MC
2016
Matisse Capital
Oregon
$789K +$789K +3,721 New
WPWM
2017
Western Pacific Wealth Management
Illinois
$787K -$3.6K -17 -0.5%
NFP
2018
Narus Financial Partners
Utah
$786K -$51.1K -241 -6%
WP
2019
Westmount Partners
California
$785K +$21.4K +101 +3%
IA
2020
Insight Advisors
Pennsylvania
$784K +$165K +778 +27%
FPAS
2021
Focus Partners Advisor Solutions
Missouri
$784K -$178K -841 -19%
WA
2022
WBH Advisory
Maryland
$783K +$783K +3,696 New
NO
2023
Ninety One
South Africa
$778K -$40.9K -195 -5%
DAM
2024
Delta Asset Management
Tennessee
$775K -$7.42K -35 -0.9%
CWA
2025
Consilium Wealth Advisory
Texas
$772K -$21.8K -103 -3%