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Meta Platforms institutional investor activity

Updated 3 times since CLSTR started tracking revisions of this situation.

What changed

2026-08-08 08:07 UTC → 2026-08-15 10:18 UTC · added removed

In early August 2026, large investors continued to adjust their holdings in Meta Platforms. SEC Form 13F filings showed that Canandaigua National Bank & Trust Co. and bought 6,101 shares in the second quarter, valued at approximately $3.44 million, while S&A Financial Services Inc. bought several thousand shares, bringing had acquired 1,508 shares earlier in the first quarter. These transactions contributed to institutional and hedge fund ownership to of roughly 80 % 80% of the company’s stock. stock, with other firms like RHL Group LLC and Axiom Investment Management also adjusting positions. A few days later, director Robert Kimmitt sold 500 shares under a pre‑arranged pre-arranged Rule 10b5‑1 10b5-1 plan, while Grant Private Wealth Management increased its stake by nearly 30 %, 30%, holding over 26,000 shares. The transactions These movements occurred alongside Meta’s quarterly report, which posted revenue above expectations but earnings per share below consensus. On 6 August 2026, Meta reported second‑quarter second-quarter earnings of $6.18 per share, missing analysts’ $7.22 estimate, and projected quarterly revenue below market expectations. The earnings release showed revenue of Revenue reached $60.8 billion, short of the $63.15 billion consensus, and free cash flow collapsed fell to $784 million from $8.55 billion a year earlier. The company disclosed a rapid 55% rise in AI‑related spending, with AI costs up 55 % AI-related spending to $42 billion and capital‑expenditure outlook unchanged at $130‑145 billion. The weak outlook erased roughly $18 billion from CEO Mark Zuckerberg’s net worth; Zuckerberg said Meta will channel computing power toward new personal AI agents that could serve billions of users. In response, worth. Following these reports, institutional investor Sfm LLC activity remained mixed. Y Intercept Hong Kong Ltd reduced its stake position by 29.8 % to 3,236 shares (≈$1.8 million), underscoring continued volatility 84.2% in institutional the second quarter, while Boothe Investment Group Inc. increased its stake by 18.8%. Other shifts included Vanguard Group Inc. increasing holdings amid Meta’s financial performance by 3.8% and AI investment strategy. Auto Owners Insurance Co increasing its position by over 76,000% during the fourth quarter.

Versions

  1. 2026-08-15 10:18 UTC Meta Platforms institutional investor activity
  2. 2026-08-08 08:07 UTC Meta Platforms institutional investor activity
  3. 2026-08-07 10:33 UTC Meta Platforms institutional investor activity
  4. 2026-08-06 11:38 UTC Meta Platforms institutional investor activity

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