Mitsubishi UFJ Asset Management Co. Ltd., the investment management division of Japan’s largest bank, increased its holdings in Meta Platforms Inc. [NASDAQ: META] by 6.6% in the fourth quarter of 2025, acquiring an additional 293,973 shares to bring its total Meta position to a larger aggregate stake, according to the company’s most recent Form 13F disclosure filed with the Securities and Exchange Commission.

The acquisition adds Mitsubishi UFJ to the roster of major institutional investors that continued to build Meta exposure during a period when the social media giant was investing heavily in artificial intelligence infrastructure and demonstrating sustained advertising revenue momentum that significantly exceeded analyst expectations.

Meta reported first-quarter 2026 results that showed revenue growing 16% year-over-year to approximately $42.3 billion, with advertising revenue continuing to benefit from AI-enhanced targeting tools, the Llama open-source model attracting developer adoption, and the company’s Threads platform reaching scale as a credible alternative to X in the social media landscape.

According to Google Finance data, Meta shares have been trading around $630-640, with a 52-week range that reflects the stock’s strong performance as the company’s pivot toward AI-driven advertising efficiency and virtual reality investment has attracted renewed institutional conviction following several years of scepticism around its metaverse spending commitments.

Meta’s planned capital expenditure for 2026, targeting approximately $60 billion to $65 billion in AI and infrastructure investment, has attracted a range of institutional responses, with some investors viewing the spending as necessary to maintain competitive positioning against Microsoft, Google, and Amazon in the AI infrastructure race, and others expressing concern about near-term margin dilution.

Mitsubishi UFJ Asset Management’s broader 13F activity for the fourth quarter showed consistent engagement with US technology stocks, including new positions in SoundHound AI [NASDAQ: SOUN] and increased holdings across several other US-listed technology companies, reflecting a Japanese institutional investment posture that has become significantly more oriented toward AI-exposed US equities as the current technology cycle has matured.

Meta’s Wall Street analyst consensus remains constructive, with the majority of the 49 analysts covering the stock maintaining Buy or Outperform ratings and a median analyst price target that implies meaningful upside from current levels, anchored in confidence that the company’s AI-enhanced advertising platform and its growing Reality Labs division will drive durable earnings growth through the remainder of the decade.