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Meta Platforms (Facebook)

3,317 hedge funds and large institutions have $473B invested in Meta Platforms (Facebook) in 2023 Q2 according to their latest regulatory filings, with 367 funds opening new positions, 1,098 increasing their positions, 1,498 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more first-time investments, than exits

New positions opened: 367 | Existing positions closed: 92

54% more call options, than puts

Call options by funds: $38.2B | Put options by funds: $24.8B

38% more capital invested

Capital invested by funds: $344B → $473B (+$130B)

30% more funds holding in top 10

Funds holding in top 10: 447580 (+133)

8% more funds holding

Funds holding: 3,0693,317 (+248)

0.94% more ownership

Funds ownership: 73.9%74.84% (+0.94%)

27% less repeat investments, than reductions

Existing positions increased: 1,098 | Existing positions reduced: 1,498

Holders
3,317
Holders Change
+248
Holders Change %
+8.08%
% of All Funds
52.07%
Holding in Top 10
580
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+29.75%
% of All Funds
9.11%
New
367
Increased
1,098
Reduced
1,498
Closed
92
Calls
$38.2B
Puts
$24.8B
Net Calls
+$13.5B
Net Calls Change
+$4.68B
Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
2001
Foster Victor Wealth Advisors
South Carolina
$1.15M +$34.5K +140 +4%
DFA
2002
Delta Financial Advisors
Louisiana
$1.15M -$18.5K -75 -2%
GWS
2003
Glassman Wealth Services
Virginia
$1.14M -$8.88K -36 -0.9%
WQ
2004
Wealth Quarterback
New Jersey
$1.14M +$19K +77 +2%
LOIP
2005
Live Oak Investment Partners
Texas
$1.14M
CAMV
2006
Concord Asset Management (Virginia)
Virginia
$1.14M +$105K +427 +12%
AI
2007
Accredited Investors
Minnesota
$1.14M +$29.1K +118 +3%
AWM
2008
Avaii Wealth Management
Wisconsin
$1.14M -$133K -538 -12%
EFSCE
2009
Enterprise Financial Services Corp (EFSC)
Missouri
$1.13M -$57.7K -234 -6%
RWA
2010
River Wealth Advisors
Pennsylvania
$1.13M -$5.18K -21 -0.5%
EL
2011
Essex LLC
Illinois
$1.13M +$16.5K +67 +2%
BWP
2012
BSW Wealth Partners
Colorado
$1.13M -$22.2K -90 -2%
AFC
2013
AFT Forsyth & Company
Florida
$1.13M -$48.1K -195 -5%
TPWA
2014
TRUE Private Wealth Advisors
Oregon
$1.12M -$194K -787 -17%
EAM
2015
Eschler Asset Management
United Kingdom
$1.12M -$238K -963 -15%
CPA
2016
Capital Performance Advisors
California
$1.12M -$2.47K -10 -0.3%
HCM
2017
HMS Capital Management
Tennessee
$1.12M +$961K +3,893 New
ISWM
2018
Independent Solutions Wealth Management
New York
$1.12M +$9.62K +39 +1%
BIC
2019
Beach Investment Counsel
Pennsylvania
$1.11M
CAM
2020
CenterStar Asset Management
Illinois
$1.11M +$955K +3,872 New
SBH
2021
Segall Bryant & Hamill
Illinois
$1.11M -$16.8K -68 -2%
SIM
2022
SSI Investment Management
California
$1.11M -$9.38K -38 -1%
CIC
2023
Chase Investment Counsel
Virginia
$1.1M +$950K +3,849 New
DP
2024
DDD Partners
Washington
$1.1M
RZH
2025
Relyea Zuckerberg Hanson
Connecticut
$1.1M +$107K +434 +13%

META Hedge Fund Activity: Q2 2023 in Review

3,317 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Meta Platforms (Facebook) (META) for Q2 2023, worth a combined $473B — up 38% from $344B a quarter earlier.

Buyers outnumbered sellers: 367 funds opened new META positions and 92 closed out — a net gain of 275 holders — while 1,098 added to existing stakes and 1,498 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.76B. The largest seller was OFI Invest Asset Management, cutting an estimated $5.02B.

  • 3,317 institutional investors held Meta Platforms (Facebook) (META) as of Q2 2023, up from 3,069 in Q1 2023.
  • Funds reported $473B of Meta Platforms (Facebook) stock for Q2 2023, up 38% quarter-over-quarter.
  • 367 funds opened new Meta Platforms (Facebook) positions in Q2 2023 and 92 closed out, a net change of +275 holders.
  • The largest Meta Platforms (Facebook) buyer in Q2 2023 was JP Morgan Chase, an estimated $2.76B added.
  • The largest Meta Platforms (Facebook) seller in Q2 2023 was OFI Invest Asset Management, an estimated $5.02B sold.

Based on aggregated 13F filings for Q2 2023.