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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
AIM
2451
Acropolis Investment Management
Missouri
$393K -$346K -2,029 -52%
DP
2452
Dearborn Partners
Illinois
$393K +$316K +1,854 New
WGAM
2453
Wilkinson Global Asset Management
New York
$391K -$136K -800 -30%
DWA
2454
Dougherty Wealth Advisers
Minnesota
$391K
KFS
2455
Kaizen Financial Strategies
California
$390K -$557K -3,268 -64%
WJA
2456
Willis Johnson & Associates
Texas
$390K -$24.9K -146 -7%
VCM
2457
Vivaldi Capital Management
Illinois
$388K -$73.4K -431 -19%
SHFA
2458
SC&H Financial Advisors
Maryland
$388K +$852 +5 +0.3%
MSS
2459
Mitchell Sinkler & Starr
Pennsylvania
$386K -$15.8K -93 -5%
V
2460
VeraBank
Texas
$386K -$23K -135 -7%
TA
2461
TFB Advisors
Kansas
$386K +$6.13K +36 +2%
KCFA
2462
Key Client Fiduciary Advisors
New Jersey
$386K -$27.9K -164 -8%
GAMC
2463
Garner Asset Management Corp
Texas
$385K -$9.54K -56 -3%
BW
2464
BIP Wealth
Georgia
$385K +$309K +1,814 New
WKSWA
2465
White Knight Strategic Wealth Advisors
New Jersey
$384K -$416K -2,441 -57%
C1AG
2466
Client 1st Advisory Group
Florida
$383K -$98.4K -578 -24%
CWM
2467
Centurion Wealth Management
Virginia
$383K +$307K +1,805 New
BIA
2468
Bigelow Investment Advisors
Maine
$382K -$17.7K -104 -5%
FBFS
2469
First Business Financial Services
Wisconsin
$382K
MRWM
2470
ML&R Wealth Management
Texas
$382K +$307K +1,800 New
PM
2471
Penbrook Management
New York
$381K -$17K -100 -5%
ACM
2472
Ascendant Capital Management
California
$381K +$307K +1,800 New
WCFA
2473
Walkner Condon Financial Advisors
Wisconsin
$381K -$13.3K -78 -4%
MCM
2474
McRae Capital Management
New Jersey
$381K +$17K +100 +6%
HWA
2475
Heritage Wealth Advisors
Virginia
$380K -$38.1K -224 -11%

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.