Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly higher in Q4 2025, with the S&P 500 returning 2.66%, the Nasdaq 100 gaining 2.47%, and the Dow Jones Industrial Average leading with a 4.03% return. This period saw a shift in leadership towards large-cap value stocks as investor sentiment was influenced by the Federal Reserve’s ongoing rate cuts amid cooling inflation and the maturation of AI investments. Against this backdrop, the Fund Institutional Class shares returned 1.97%, outperforming the S&P Global 1200 Information Technology Index’s 3.21% return. Heading into 2026, the U.S. economy appears to be steadily expanding, bolstered by strong demand and policy measures designed to promote sustained growth. In addition, you can check the fund’s top 5 holdings for its best picks for 2025.
In its fourth-quarter 2025 investor letter, Columbia Global Technology Growth Fund highlighted Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META), the parent company of dominant social media platforms, is a multinational technology company that develops products to connect people. On March 26, 2026, Meta Platforms, Inc. (NASDAQ:META) stock closed at $547.54 per share. One-month return of Meta Platforms, Inc. (NASDAQ:META) was -15.53%, and its shares lost 5.06% of their value over the last 52 weeks. Meta Platforms, Inc. (NASDAQ:META) has a market capitalization of $1.39 trillion.
Columbia Global Technology Growth Fund stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its fourth quarter 2025 investor letter:
“Social media and technology leader Meta Platforms, Inc. (NASDAQ:META) declined 10% during the quarter, as investor enthusiasm following strong third-quarter results gave way to mounting concerns about the company’s aggressive AI capital expenditure plans and their impact on near-term profitability. Management outlined further increase in spending to support AI infrastructure, cloud commitments and strategic acquisitions. Meta’s core business fundamentals remained robust, and AI-enhanced advertising tools are expected to continue to drive improved productivity, but investors are demanding more evidence of adequate returns to justify the spending. Shares of META generated returns in the mid-teens during 2025.”
Meta Platforms, Inc. (NASDAQ:META) holds 5th position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 256 hedge fund portfolios held Meta Platforms, Inc. (NASDAQ:META) at the end of the fourth quarter, compared to 273 in the previous quarter. While we acknowledge the risk and potential of Meta Platforms, Inc. (NASDAQ:META) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Meta Platforms, Inc. (NASDAQ:META) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Meta Platforms, Inc. (NASDAQ:META) and shared a list of best stocks best stocks to buy according to billionaire David Abrams. In its Q4 2025 investor letter, RiverPark Large Growth Fund noted Meta Platforms, Inc. (NASDAQ:META) declined in the quarter on higher‑than‑expected 2026 expenses but highlighted confidence in its scale, ad leadership, and AI engagements key factors for long-term growth. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
