December 25, 2025 — A new SEC filing provides a clearer picture of how professional wealth managers are positioning themselves. Metaplatform (NASDAQ: META) Towards 2026. Disclosed by multiple companies New stake or significant increase While other investors invested in Meta during the 3rd quarter. cropped exposure— Split-screen photo shown as meta faces new wave European regulatory pressure related to AI chatbots competing with WhatsAppas Wall Street debates whether Meta's surge in AI spending will lead to lasting profits. [1]
Below is the latest information December 25, 2025and why these applications are important to trackers metastockInstitutional Ownership Trends, Meta's AI and the Next Steps for WhatsApp Strategy.
New 13F filings: Who bought Meta stock and who made it big?
Three disclosures released this week are highlighted meaningful purchasing activities Trading in the meta will increase during Q3 2025. This is especially true among advisory and investment management firms, which tend to build positions incrementally rather than trading back and forth.
Sound Income Strategies opens new meta position
One of the outstanding applications Sound Income Strategies LLC Begin a position in the meta. The company reported the purchase 16,972 shareshas an approximate value of $12.45 million (as reported in the filing press). [2]
New positions of this size often indicate that the fund is well-positioned for the long term, whether it's revenue sustainability, AI-driven advertising efficiencies or expectations for revenue growth on platforms like WhatsApp.
FLPutnam significantly increases meta holdings
Separate filings show: FL Putnam Investment Management Co., Ltd. By increasing the investment amount 73.6% During the third quarter, the period ends with: 88,880 shares worth approx. $65.27 million. The filing also indicated that Mehta represented that: 1.0% It ranks as one of the largest assets in the company's portfolio. [3]
This spike is notable because it reflects more than a gradual rebalancing, at least based on reported quarter-over-quarter changes.
Red Door Wealth Management adds Meta stocks
Red Door Wealth Management LLC I reported increasing meta positions in the following way 26.9%bring possessions 10,977 shares worth approx. $8.06 million At the end of the quarter. [4]
Taken together, these three filings suggest that, at least for some managers, Meta was convincing enough to justify new exposures and significant allocations even in the third quarter.
Increase in applications on December 25th: additional buying and notable selling
Reports of the filing today (December 25) added further color. Some companies continued to add while others reduced their exposure. This shows how divided investors are about the short-term balance between Meta's profitability and increasing AI spending.
Brighton Jones added modestly.
Brighton Jones LLC reported that they had increased their holdings by 3.0%,purchase 1,153 shares added and the quarter ends as 39,940 shares be appreciated by those around you $29.33 million. [5]
This is a “steady addition” profile. This is the type of move we often see when managers maintain conviction while managing position sizing and concentration risk.
Clarius Group reduces position
On the other side, Clarius Group LLC reported that the meta stocks were reduced as follows: 24.0%on sale 3,978 shares and ends with 12,567 shares worth about $9.23 million. [6]
Beech Hill Advisors cuts by more than a quarter
Beach Hill Advisors Co., Ltd. It also revealed significant reductions. 26.3%after sale 3,154 shares hold 8,830 shares worth approximately $6.49 million (according to reports). [7]
What this combination suggests: Even among professional investors, Meta is increasingly being treated as a stock that: two competing stories:
- Dominant advertising and featured platform with improved AI tools
- Companies still facing Margin and regulatory questionsespecially regarding WhatsApp and its AI ambitions.
A quick note: What can you tell us (and what you don't know) from your 13F return?
These filings are useful but easily misunderstood.
What they show:
- Positions held by managers end of quarter (This is the end of the third quarter) September 30, 2025) [8]
What they don't show:
- transactions made rear September 30th
- Accurate cost criteria for managers
- Whether the position is hedged by options or other exposures (depending on how the portfolio is structured)
In other words, the filings can confirm that institutional money was leaning or retreating during the third quarter, but it's not a real-time trading signal.
Why is meta still attracting institutional attention?
Given the scale of Meta's operating machine and the levers it can pull, it makes sense that there is a steady flow of institutional activity.
Q3 2025: Strong revenue growth, advertising momentum, and massive scale
In its third quarter 2025 results, Meta reported:
- Revenue was $51.24 billiontop 26% compared to previous year
- Operating income was $20.54 billion and Operating profit margin 40%
- 3.54 billion daily active people (DAP) in the family (September 2025 average), increase 8% compared to previous year
- 14% increase in ad impressions Compared to the previous year 10% increase in average price per ad [9]
These operating metrics are the main reason many long-term dedicated managers continue to be drawn to the meta. The business is still showing growth at scale in its ad engine despite aggressively investing in AI infrastructure.
The subtle differences in taxes that investors have adjusted to
Meta also revealed that the income tax for Q3 2025 includes the following taxes: One-time non-cash costs of $15.93 billionexcept for that item. Diluted EPS would have been $7.25 (vs. reported $1.05). [10]
This distinction is important because many market participants focus on normalized earnings power when evaluating mega-cap technologies.
Dividend: Another pillar of our positioning as “high-quality technology”
Meta's Board of Directors declared: Quarterly cash dividend of $0.525 per sharefee December 23, 2025 To current shareholders of record December 15, 2025. [11]
For financial institutions that blend growth and capital return strategies, this is part of what helps meta fall into both the “AI growth” and “shareholder return” buckets at the same time.
Biggest headline risks hitting Meta now: WhatsApp, AI chatbots and Italian antitrust law
While the filing focuses on investor positioning, today's broader meta conversation is shaped by: European regulatory monitoring centered around whatsapp We also explain how AI chatbots can (and cannot) operate on the platform.
what happened
Italian antitrust authorities ordered Meta to: Suspend certain terms and conditions of WhatsApp Regulators suspect they may restrict Competing AI chatbot providers—Moves considered to have the potential to limit competition and consumer choice. Mehta criticized the decision and said he would appeal. [12]
What is being asked in product strategy?
Reports related to this incident indicate that this issue is closely related to WhatsApp's fraudulent activities. Business API whether they could be used by third-party AI assistants, and whether Meta could limit their integration while continuing to expand its own AI capabilities within WhatsApp. [13]
Key takeaways for investors: WhatsApp is widely seen as one of Meta's most significant long-term monetization opportunities. Regulatory restrictions that impact how WhatsApp is used, particularly by companies building AI-powered customer support, could impact Meta's roadmap and competitive positioning.
2026 Investor Debate: AI Spending, Margins, and the 'Year of Efficiency' Issue
Meta bulls and bears increasingly agree on: Spending on AI infrastructure will be a variable How the next chapter will be priced.
This week's MarketWatch analysis said 2025 will be a big year for AI spending for Meta, noting investors' increased sensitivity to how quickly costs rise relative to revenues as large investments and depreciation costs accumulate, especially from data center construction. [14]
Meanwhile, Baird's Colin Sebastian remains constructive, but acknowledges hurt feelings and reiterated his outperform rating while slightly lowering his price target (coverage of this note was widely circulated in the financial media). [15]
Why this is important along with 13th floor activities:
Institutional investors don’t just buy “stories”; road. For Meta, the path investors want to see clear in 2026 is:
- Can Meta maintain strong enough ad performance to self-fund AI at scale? [16]
- Will WhatsApp's monetization scale smoothly, or will it face regulatory friction as AI is incorporated into business messaging? [17]
- Can Meta prove that “AI spending now” will lead to “AI margin expansion later”? [18]
What to watch next regarding Meta stocks and institutional ownership
With US markets closed for Christmas, the next viable development for META watchers is not about daily price action, but about catalysts and transparency.
- Further disclosures and amendments to 13F
Filings continue to update how management was positioned at the end of the quarter, and further institutional ownership changes could sharpen the picture beyond the companies named this week. [19] - Meta response and appeals path in Italy (and parallel EU oversight)
Trends in escalation, timeline clarity, or widespread enforcement in Europe could impact sentiment regarding WhatsApp's strategic flexibility. [20] - Guidance and tone on AI infrastructure and spending discipline
Investors are likely to continue to seek stronger visibility into how AI costs impact product advantages and monetization. [21]
Conclusion: above December 25, 2025Meta's narrative is simultaneously shaped by two forces. Institutional investors are actively adjusting their exposure (as shown in several new 13F-related reports) and Regulatory oversight that could impact WhatsApp’s AI ecosystem. Whether Meta is treated as an “AI platform to buy” or a “high-profile spending story” in early 2026 may depend less on headline revenue growth and more on how convincingly the company can defend its product strategy, manage the intensity of its AI investments, and navigate European competition rules. [22]
References
1. www.marketbeat.com, 2. www.marketbeat.com, 3. www.marketbeat.com, 4. www.marketbeat.com, 5. www.marketbeat.com, 6. www.marketbeat.com, 7. www.marketbeat.com, 8. investor.atmeta.com, 9. investor.atmeta.com, 10. investor.atmeta.com, 11. investor.atmeta.com, 12. www.reuters.com, 13. www.investors.com, 14. www.marketwatch.com, 15. www.barrons.com, 16. investor.atmeta.com, 17. www.reuters.com, 18. www.marketwatch.com, 19. www.marketbeat.com, 20. www.reuters.com, 21. www.marketwatch.com, 22. www.marketbeat.com
