Gf Fund Management 13F: Adds $77M to Meta Platforms (META) Stake

On October 26, 2026, Gf Fund Management boosted its stake in Meta Platforms, Inc. (META) by 106,256 shares, bringing its total to 336,881 shares. This increase is valued at approximately $244.3 million, according to the fund's latest Form 13F filing with the SEC.

META Meta Platforms, Inc.

$630.56 ▼ -2.80% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Gf Fund Management's Meta Position

Gf Fund Management added 106,256 shares, marking a 46.1% increase in its Meta position. The fund's reported value for this investment is now about $425.1 million.

Where Meta Fits in Gf Fund Management's Portfolio

Meta now makes up 5.75% of Gf Fund Management's total reported portfolio, ranking it fifth among the fund's holdings.

Other Institutional Activity in Meta Platforms, Inc.

On October 23, 2026, Norris Perne & French increased its stake in Meta by 2,937 shares, bringing its total to 9,320 shares worth about $6.76 million. On the same day as Gf's filing, UniSuper Management boosted its position by 24,103 shares, totaling 713,116 shares valued at approximately $517.1 million.

Meta Platforms, Inc. Stock Down 1.9%

As of October 26, 2026, Meta shares closed at $630.56. The stock is currently about 19.2% below its 52-week high of $779.82 and trades 5% below its 50-day moving average of $663.81. Recently, the stock has shown some volatility, trading below its long-term moving averages.

Recent Earnings

Meta reported trailing twelve-month revenue of approximately $241.6 billion, with a net margin of 31.1%. The company is set to announce its next earnings on January 27, 2027.

Dividend

Meta pays an annual dividend of $2.10 per share, which translates to a yield of 0.33% based on recent prices. This payout ratio stands at 7.2%.

Insider Buying and Selling at Meta Platforms, Inc.

Recently, Javier Olivan, the Chief Operating Officer, sold 1,575 shares on October 19, 2026, at an average price of $707.20, totaling approximately $1.11 million. This was part of multiple transactions where Olivan sold shares earlier in October, totaling four separate sales.

Analysts Set New Price Targets

On October 22, 2026, several firms maintained their ratings on Meta. UBS and Citigroup both maintained a "Buy" rating, with price targets of $892.00 and $905.00, respectively. DA Davidson also kept a "Buy" rating but raised its target to $800.00, while BMO Capital maintained a "Market Perform" rating with a target of $685.00.

About Meta Platforms, Inc.

Meta Platforms, Inc. focuses on developing products that help people connect and share through various platforms, including mobile devices and virtual reality headsets. The company operates mainly through its Family of Apps and Reality Labs segments, making it a key player in the internet content and information industry.

Bottom Line

Investors will be closely watching Meta's performance as it approaches its next earnings date on January 27, 2027. Gf Fund Management's recent increase in its Meta stake indicates a significant commitment to the stock amid a competitive environment.