In its Q3 2025 filing, Daniel Loeb’s Third Point Management revealed a major position increase in Meta Platforms, nearly doubling its stake by adding an estimated 700,000 shares since Q2. The move comes after Meta’s Q3 report showed 26% year-over-year revenue growth, yet the stock declined roughly 10% in the weeks following the release. Third Point’s timing suggests conviction that Meta’s core advertising business—and its ongoing investments in data center capacity—will drive outsized returns at what the hedge fund views as a valuation discount to the broader market’s 22-times forward earnings multiple.

According to its latest SEC filing, FFG Partners LLC increased its Meta Platforms position by 28% during the third quarter, purchasing an additional 2,684 shares to reach a total holding of 12,266 shares. With Meta representing 2.4% of FFG’s portfolio, this stake was valued at approximately $9.0 million at quarter-end, making it the firm’s 19th largest investment. This accumulation underscores growing confidence among mid-sized institutional investors in Meta’s ability to sustain double-digit revenue growth while expanding profit margins.

During Q4 2025, Meta Platforms saw notable insider selling: CTO Andrew Bosworth disposed of 11,690 shares at an average price near $593, generating proceeds of $6.94 million, while CFO Susan J. Li sold 6,875 shares at roughly $609, yielding $4.19 million. These transactions reduced Bosworth’s stake by 82.9% and Li’s by 7.2%. Over the past 90 days, insiders have sold more than 42,000 shares totaling over $26 million, representing 13.6% of outstanding insider ownership—a level consistent with routine portfolio diversification rather than alarm over fundamental performance.

Meta Platforms carries a consensus rating of Moderate Buy, based on 54 analyst opinions: four Strong Buy, thirty-eight Buy, and seven Hold ratings. Research firms have set price targets ranging from $770 to $1,117, with an average objective near $822. Analysts cite the company’s robust ad revenue trajectory, accelerating AI monetization opportunities across Instagram, WhatsApp and Threads, and a return on equity exceeding 39% as key drivers supporting upside potential against current market multiples.