Stocks
Funds
Screener
Sectors
Watchlists
More
META - Meta Platforms, Inc. Stock Price, Fair Value and News
431.60
USD
-61.90
(-12.54%)
Delayed
as of 25 Apr 2024, 11:40 am ET
Watchlist
Share
Stock
/
META
/
Funds-Owners-Holders
Which funds bought or sold META recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-23
Meredith Wealth Planning
REDUCED
Premium
Premium
Premium
Premium
1,385
2024-04-23
CGC Financial Services, LLC
ADDED
Premium
Premium
Premium
Premium
158
2024-04-23
KLR INVESTMENT ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
701
2024-04-23
PETRA FINANCIAL ADVISORS INC
ADDED
Premium
Premium
Premium
Premium
2,427
2024-04-23
PETRA FINANCIAL ADVISORS INC
REDUCED
Premium
Premium
Premium
Premium
234,720
2024-04-23
MILESTONE ASSET MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
2,228
2024-04-23
MELFA WEALTH MANAGEMENT, INC.
NEW
Premium
Premium
Premium
Premium
4,940
2024-04-23
Fortune Financial Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
3,654
2024-04-23
Creative Capital Management Investments LLC
UNCHANGED
Premium
Premium
Premium
Premium
163
2024-04-23
Tyche Wealth Partners LLC
ADDED
Premium
Premium
Premium
Premium
3,772
2024-04-23
James J. Burns & Company, LLC
REDUCED
Premium
Premium
Premium
Premium
810
2024-04-23
CATALYST FINANCIAL PARTNERS LLC
ADDED
Premium
Premium
Premium
Premium
7,050
2024-04-23
Retireful, LLC
ADDED
Premium
Premium
Premium
Premium
8,097
2024-04-23
Mason & Associates Inc
UNCHANGED
Premium
Premium
Premium
Premium
652
2024-04-23
OAK HARBOR WEALTH PARTNERS, LLC
REDUCED
Premium
Premium
Premium
Premium
1,879
2024-04-23
REGATTA CAPITAL GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
20,454
2024-04-23
Planning Center, Inc.
NEW
Premium
Premium
Premium
Premium
456
2024-04-23
Morton Brown Family Wealth, LLC
UNCHANGED
Premium
Premium
Premium
Premium
35.00
2024-04-23
Twin Peaks Wealth Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
14,430
2024-04-23
PRECEDENT WEALTH PARTNERS, LLC
ADDED
Premium
Premium
Premium
Premium
1,008
2024-04-23
WETZEL INVESTMENT ADVISORS, INC.
ADDED
Premium
Premium
Premium
Premium
776
2024-04-23
Stablepoint Partners, LLC
ADDED
Premium
Premium
Premium
Premium
11,141
2024-04-23
Triad Wealth Partners, LLC
NEW
Premium
Premium
Premium
Premium
740
2024-04-23
FIFTH THIRD BANCORP
ADDED
Premium
Premium
Premium
Premium
650,595
2024-04-23
CIGNA INVESTMENTS INC /NEW
REDUCED
Premium
Premium
Premium
Premium
23,443
Rows per page:
10
25
50
All
1–25 of 1885
Which funds are the top buyers of META?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
186,349,000
65,960,200,000
1.44%
BlackRock Inc.
157,507,000
55,751,000,000
1.42%
FMR LLC
133,693,000
47,321,800,000
3.63%
STATE STREET CORP
89,090,400
31,534,500,000
1.53%
JPMORGAN CHASE & CO
49,077,800
17,371,600,000
1.67%
GEODE CAPITAL MANAGEMENT, LLC
45,919,000
16,208,500,000
1.70%
PRICE T ROWE ASSOCIATES INC /MD/
45,531,800
16,116,400,000
2.17%
Capital World Investors
38,054,500
13,469,900,000
2.40%
MORGAN STANLEY
36,251,700
12,831,700,000
1.13%
Capital International Investors
34,738,500
12,296,400,000
2.76%
Rows per page:
10
1–10 of 76
Which funds have put a big percent of portfolio in META?
Fund Name
$ Value
% Port.
Adelphi Capital LLP
2,101,470
65.55%
ADAMCAPITAL Gestao de Recursos Ltda.
8,891,000
49.19%
block.one
39,176,800
43.18%
HARVARD MANAGEMENT CO INC
456,433,000
38.38%
Northside Capital Management, LLC
195,103,000
34.80%
Newlands Management Operations LLC
3,398,960,000
31.18%
Concentrum Wealth Management
56,182,600
29.33%
Consolidated Press International Holdings Ltd
223,457,000
28.06%
CAT ROCK CAPITAL MANAGEMENT LP
181,437,000
27.50%
Gobi Capital LLC
299,649,000
21.74%
Rows per page:
10
1–10 of 98
Trend of No. of funds that hold META
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Northside Capital Management, LLC
195,103,000
SHANDA ASSET MANAGEMENT HOLDINGS Ltd
166,361,000
Sculptor Capital LP
147,177,000
Sculptor Capital LP
147,177,000
IMC-Chicago, LLC
122,353,000
AMF Tjanstepension AB
114,666,000
TOMS Capital Investment Management LP
108,666,000
KENSICO CAPITAL MANAGEMENT CORP
71,393,700
Additions
Fund Name
% Increased
CWM, LLC
43,900
NORDEN GROUP LLC
5,912
Francis Financial, Inc.
3,352
QUATTRO FINANCIAL ADVISORS LLC
2,724
AEGON ASSET MANAGEMENT UK Plc
2,402
Royal Bank of Canada
1,261
Centiva Capital, LP
1,216
Stratos Investment Management, LLC
669
Reductions
Fund Name
% Reduced
Sugarloaf Wealth Management, LLC
-97.99
SeaTown Holdings Pte. Ltd.
-89.6
Cutler Group LLC / CA
-87.8
Advisor Resource Council
-84.96
VALLEY NATIONAL ADVISERS INC
-81.82
Advisor Resource Council
-75.39
Global Retirement Partners, LLC
-72.94
RAYMOND JAMES & ASSOCIATES
-65.87
Sold off
Fund Name
$ Sold
Revisor Wealth Management LLC
-880,515
Gradient Investments LLC
-
BSN CAPITAL PARTNERS Ltd
-254,242,000
ACCESS FINANCIAL SERVICES, INC.
-11,384,900
Mesirow Financial Investment Management, Inc.
-11,047,100
Advocacy Wealth Management Services, LLC
-5,736,710
Twenty Acre Capital LP
-5,058,540
Gilman Hill Asset Management, LLC
-3,416,070