Guru Ownership Over Time
Guru Analysis for Meta Platforms, Inc. (META)
Meta Platforms, Inc. (META), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 44 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.06 B.
Top institutional holders include Ken Fisher and First Eagle Investment.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 12.69% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $4 B net outflow during the quarter.
Recent activity highlights Renaissance Technologies who dramatically increased their stake. Conversely, Chase Coleman reduced exposure by 62.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.73% | Add 2.2% | 6,496,418 | $4.77 B | Q3 2025 | |
| 4.46% | Reduce 0.0% | 3,331,952 | $2.45 B | Q3 2025 | |
| 6.40% | Reduce -62.6% | 2,819,001 | $2.07 B | Q3 2025 | |
| 4.71% | Add 2.1% | 2,272,907 | $1.67 B | Q3 2025 | |
| 0.81% | Add 23.2% | 1,732,762 | $1.26 B | Q3 2025 | |
| 6.58% | Reduce -18.6% | 1,715,514 | $1.26 B | Q3 2025 | |
| 5.78% | Reduce -56.3% | 1,558,664 | $1.14 B | Q3 2025 | |
| 2.81% | Add 6.3% | 1,388,064 | $1.02 B | Q3 2025 | |
| 7.07% | Reduce -20.6% | 1,322,260 | $971.04 M | Q3 2025 | |
| 1.77% | Add 249.9% | 929,003 | $682.24 M | Q3 2025 | |
| 1.01% | Add 294.1% | 819,325 | $601.7 M | Q3 2025 | |
| 9.52% | Add 23.3% | 768,674 | $564.5 M | Q3 2025 | |
| 7.22% | Reduce -8.5% | 710,995 | $522.14 M | Q3 2025 | |
| 4.19% | Reduce -1.8% | 541,167 | $397.42 M | Q3 2025 | |
| 0.47% | Add 3780.2% | 482,499 | $354.34 M | Q3 2025 | |
| 1.20% | Reduce -48.3% | 416,919 | $306.18 M | Q3 2025 | |
| 4.70% | 394,755 | $289.9 M | Q3 2025 | ||
| 3.68% | Reduce -7.5% | 370,000 | $271.72 M | Q3 2025 | |
| 7.02% | Reduce -2.2% | 311,810 | $228.99 M | Q3 2025 | |
| 2.85% | Reduce -4.7% | 300,241 | $223.2 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Meta Platforms, Inc. (META)
Top Guru holders include Ken Fisher ($4.77 B), First Eagle Investment ($2.45 B), Chase Coleman ($2.07 B). Collectively, tracked Gurus hold 31.14 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $4 B, with 20 Gurus buying and 20 Gurus selling.
In the recent quarter, 20 Gurus reduced their positions, and 0 Gurus sold out of META completely. Total sell value was $6.13 B.
Yes, 3 Gurus opened new positions in META, and 17 added to their existing holdings. Total buy value was $2.13 B.