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See Which Recent 13F Filers Hold META But Williamson Legacy Group, Globeflex Capital and Parker Investment Management Exited

Source: nasdaq FinanceView Original
financeMay 14, 2026

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See Which Recent 13F Filers Hold META But Williamson Legacy Group, Globeflex Capital and Parker Investment Management Exited

May 13, 2026 — 08:03 pm EDT

Written by

BNK Invest for

BNK Invest->

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At Holdings Channel, we have reviewed the latest batch of the 126 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Meta Platforms Inc (Symbol: META) was held by 66 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in META positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)

Calton & Associates Inc.

Existing

+237-$90Consultiva Wealth Management CORP.

Existing

UNCH-$38Bell & Brown Wealth Advisors LLC

Existing

-239-$1,312Sagewood Asset Management LP

Existing

-691-$825Trustco Bank Corp N Y

Existing

UNCH-$150May Barnhard Investments LLC

Existing

-9-$87Mcintyre Freedman & Flynn Investment Advisers Inc.

Existing

UNCH-$41Mach 1 Financial Group LLC

Existing

-4,584-$3,363Syon Capital LLC

Existing

-616-$7,821Wilkinson Global Asset Management LLC

Existing

-49-$89Martingale Asset Management L P

Existing

-5,005-$8,475Heron Bay Capital Management

Existing

+38,351+$19,860McDonough Capital Management Inc

Existing

-391-$687Lantern Wealth Advisors LLC

Existing

+183-$108Old North State Trust LLC

Existing

+369-$95Headlands Technologies LLC

Existing

-19,579-$13,407Bradley & Co. Private Wealth Management LLC

Existing

-66-$277Visionary Wealth Advisors

Existing

+289-$1,302Ameritas Investment Partners Inc.

Existing

-264-$5,593iSAM Funds UK Ltd

Existing

+246+$94PKS Advisory Services LLC

Existing

+247-$221Focus Partners Advisor Solutions LLC

Existing

+3,627-$801Intrepid Financial Planning Group LLC

Existing

UNCH-$36TLS Advisors LLC

NEW

+10,589+$6,058Rosenblum Silverman Sutton S F Inc ca

Existing

-70-$2,689NFJ Investment Group LLC

Existing

-802-$3,263South Street Advisors LLC

Existing

+366-$1,929Callan Family Office LLC

Existing

+1,184-$7,062Comgest Global Investors S.A.S.

Existing

-7,600-$9,220GW&K Investment Management LLC

Existing

-13,092-$10,480Parkside Financial Bank & Trust

Existing

+85-$585Provident Investment Management Inc.

Existing

-563-$5,96317 Capital Partners LLC

Existing

+71-$3,833Wahed Invest LLC

Existing

-1,623-$5,986Northern Capital Management Inc.

Existing

+9-$53PFC Capital Group Inc.

Existing

+96-$356Oak Grove Capital LLC

Existing

+56-$407Prosperity Financial Group Inc.

Existing

+125-$330Jaffetilchin Investment Partners LLC

Existing

+571-$2,585South Plains Financial Inc.

Existing

+219-$104Mariner LLC

Existing

-44,603-$155,078Hardman Johnston Global Advisors LLC

Existing

-660-$2,278AmeriServ Wealth Advisors

Existing

-41-$62Senator Investment Group LP

Existing

+60,000+$27,857Dickmeyer Boyce Financial Management Inc.

NEW

+806+$461Gibbs Wealth Management

Existing

+10,784+$5,875Crosspoint Financial LLC

Existing

-260-$226American Financial Advisors LLC

Existing

-93-$304Sei Investments Co.

Existing

+260,952-$1,140Keynote Financial Services LLC

Existing

+93-$53MWA Asset Management

Existing

+259-$553Group One Trading LLC

Existing

-276,972-$289,967Alamar Capital Management LLC

NEW

+800+$458Davis R M Inc.

Existing

+3,728-$8,937Harspring Capital Management LLC

Existing

-11,000-$10,208Lido Advisors LLC

Existing

-47,160-$66,094B&D White Capital Company LLC

NEW

+1,569+$898Monograph Wealth Advisors LLC

Existing

-73-$1,012Walleye Capital LLC

Existing

+232,058+$124,578Decatur Capital Management Inc.

Existing

-246-$1,506State of Wyoming

Existing

+99-$445Cetera Investment Advisers

Existing

+17,835-$55,320GSG Advisors LLC

Existing

+125-$133Icon Advisers Inc. Co.

Existing

UNCH-$528Coronation Fund Managers Ltd.

Existing

+28,925+$9,205Wealthsp

See Which Recent 13F Filers Hold META But Williamson Legacy Group, Globeflex Capital and Parker Investment Management Exited | TrendPulse