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