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Meta Platforms (Facebook)

3,298 hedge funds and large institutions have $473B invested in Meta Platforms (Facebook) in 2023 Q2 according to their latest regulatory filings, with 364 funds opening new positions, 1,092 increasing their positions, 1,491 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,298
Holders Change
+245
Holders Change %
+8.02%
% of All Funds
52.01%
Holding in Top 10
578
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+29.89%
% of All Funds
9.12%
New
364
Increased
1,092
Reduced
1,491
Closed
92
Calls
$38.2B
Puts
$24.8B
Net Calls
+$13.4B
Net Calls Change
+$4.75B
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
2001
River Wealth Advisors
Pennsylvania
$1.13M -$6.03K -21 -0.5%
EL
2002
Essex LLC
Illinois
$1.13M +$19.2K +67 +2%
BWP
2003
BSW Wealth Partners
Colorado
$1.13M -$25.8K -90 -2%
AFC
2004
AFT Forsyth & Company
Florida
$1.13M -$56K -195 -5%
TPWA
2005
TRUE Private Wealth Advisors
Oregon
$1.12M -$226K -787 -17%
EAM
2006
Eschler Asset Management
United Kingdom
$1.12M -$202K -963 -15%
CPA
2007
Capital Performance Advisors
California
$1.12M -$2.87K -10 -0.3%
HCM
2008
HMS Capital Management
Tennessee
$1.12M +$1.12M +3,893 New
ISWM
2009
Independent Solutions Wealth Management
New York
$1.12M +$11.2K +39 +1%
BIC
2010
Beach Investment Counsel
Pennsylvania
$1.11M
CAM
2011
CenterStar Asset Management
Illinois
$1.11M +$1.11M +3,872 New
SBH
2012
Segall Bryant & Hamill
Illinois
$1.11M -$19.5K -68 -2%
SIM
2013
SSI Investment Management
California
$1.11M -$10.9K -38 -1%
CIC
2014
Chase Investment Counsel
Virginia
$1.1M +$1.1M +3,849 New
DP
2015
DDD Partners
Washington
$1.1M
RZH
2016
Relyea Zuckerberg Hanson
Connecticut
$1.1M +$125K +434 +13%
IFAM
2017
Institutional & Family Asset Management
Colorado
$1.1M -$207K -722 -16%
GPI
2018
General Partner Inc
Pennsylvania
$1.09M -$143K -500 -12%
FFA
2019
Fortune Financial Advisors
Kansas
$1.09M +$1.09M +3,804 New
ILI
2020
Invesco LLC (Illinois)
Illinois
$1.09M +$1.09M +3,802 New
AF
2021
Alerus Financial
North Dakota
$1.09M -$66K -230 -6%
RWM
2022
Revisor Wealth Management
Ohio
$1.09M +$54.5K +190 +5%
CPWM
2023
Cypress Point Wealth Management
Texas
$1.09M
LWM
2024
LJI Wealth Management
Indiana
$1.08M +$112K +390 +12%
BHBT
2025
Burke & Herbert Bank & Trust
Virginia
$1.08M -$47.1K -164 -4%