Third Point Management, led by Daniel Loeb, boosted its stake in Meta Platforms during the third quarter of 2025, acquiring additional shares despite a 10% downturn in the stock following a mixed earnings report. This move reflects confidence in Meta’s 26% year-over-year revenue growth in Q3 and positions the hedge fund to capitalize on the company’s continued strength in online advertising and immersive technologies. The stake addition suggests Third Point views the current valuation as attractive relative to Meta’s long-term growth prospects.

In its latest SEC filing, FFG Partners LLC reported a 28.0% increase in its Meta Platforms position during Q3, acquiring 2,684 additional shares to reach a total holding of 12,266 shares. This allocation represents 2.4% of the firm’s overall investment portfolio, making Meta its 19th largest holding. At the end of the quarter, FFG Partners’ Meta stake was valued at approximately $9.0 million, underscoring the firm’s bullish outlook on the social networking giant’s ad revenue expansion and platform monetization efforts.

Westend Capital Management reduced its Meta Platforms position by 16.3% in Q3, selling 4,664 shares to hold 24,035 shares at quarter end. Meta Platforms now comprises 5.1% of Westend’s total portfolio, ranking as its seventh largest position. The remaining stake carried a market value of roughly $17.7 million, indicating the fund’s decision to reallocate capital despite Meta’s robust net margin of just over 30% and return on equity nearing 40%.

Marathon Asset Management Ltd decreased its Meta Platforms holding by 23.6% in Q3, disposing of 32,120 shares to finish the period with 103,799 shares outstanding. This stake accounted for 2.8% of Marathon’s investment portfolio and was valued at about $76.2 million as of its latest 13F filing. The reduction reflects a broader portfolio rebalance, even as Meta continues to generate strong cash flow and invest heavily in augmented and virtual reality initiatives.