We are live on ! Find out more
ABNB icon

Airbnb
ABNB

1,173 hedge funds and large institutions have $54.6B invested in Airbnb in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 431 increasing their positions, 416 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 118

21% more capital invested

Capital invested by funds: $45.2B → $54.6B (+$9.35B)

19% more funds holding in top 10

Funds holding in top 10: 31 → 37 (+6)

3% more funds holding

Funds holding: 1,135 → 1,173 (+38)

4% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 416

0.67% less ownership

Funds ownership: 76.23% → 75.56% (-0.67%)

26% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $2.94B

Holders
1,173
Holders Change
+38
Holders Change %
+3.35%
% of All Funds
16.9%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.53%
New
173
Increased
431
Reduced
416
Closed
118
Calls
$2.18B
Puts
$2.94B
Net Calls
-$754M
Net Calls Change
+$385M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$590M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$539M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$488M
4
Brown Advisory
Brown Advisory
Maryland
+$310M
5
FCM
Farallon Capital Management
California
+$243M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$482M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$290M
4
Norges Bank
Norges Bank
Norway
-$256M
5
Edgewood Management
Edgewood Management
Connecticut
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
251
Barrier Capital Management
California
$9.79M +$1.13M +7,483 +14%
O
252
Ossiam
France
$9.54M +$7.45M +49,182 +570%
Hudson Bay Capital Management
253
Hudson Bay Capital Management
Connecticut
$9.52M +$8.74M +57,737 New
BC
254
BIT Capital
Germany
$9.51M -$8.81M -58,217 -50%
MOACM
255
Mutual of America Capital Management
New York
$9.43M -$161K -1,062 -2%
AIMCA
256
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.41M – – –
SA
257
Sicart Associates
New York
$9.36M -$235K -1,551 -3%
Janus Henderson Group
258
Janus Henderson Group
United Kingdom
$9.31M +$1.67K +11 +0%
Mariner
259
Mariner
Kansas
$9.24M +$732K +4,838 +9%
ACM
260
Aquatic Capital Management
Illinois
$9.09M +$8.34M +55,100 New
SCM
261
Shelton Capital Management
Colorado
$8.96M +$124K +818 +2%
YCM
262
Yousif Capital Management
Michigan
$8.94M -$56.5K -373 -0.7%
SPS
263
Susquehanna Portfolio Strategies
Pennsylvania
$8.74M -$5.11M -33,746 -39%
SW
264
SVB Wealth
Massachusetts
$8.65M +$5.16M +34,095 +186%
BCIM
265
British Columbia Investment Management
British Columbia, Canada
$8.62M +$484K +3,195 +7%
Allspring Global Investments
266
Allspring Global Investments
North Carolina
$8.55M -$833K -5,505 -10%
CA
267
Cullinan Associates
Kentucky
$8.54M +$30.3K +200 +0.4%
TW
268
Trajan Wealth
Arizona
$8.4M +$7.71M +50,950 New
CIM
269
Contravisory Investment Management
Massachusetts
$8.35M -$77.8K -514 -1%
SG
270
Sienna Gestion
France
$8.21M +$7.53M +49,772 New
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$8.19M +$402K +2,655 +6%
Vontobel Holding
272
Vontobel Holding
Switzerland
$7.74M -$8.04M -53,099 -53%
AI
273
Atria Investments
North Carolina
$7.73M +$128K +847 +2%
MML Investors Services
274
MML Investors Services
Massachusetts
$7.66M +$795K +5,253 +13%
CM
275
Churchill Management
California
$7.63M +$7M +46,240 New
9 10
11
12 13

ABNB Hedge Fund Activity: Q1 2024 in Review

1,173 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q1 2024, worth a combined $54.6B — up 21% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new ABNB positions and 118 closed out — a net gain of 55 holders — while 431 added to existing stakes and 416 trimmed.

The largest buyer was Jennison Associates, adding an estimated $590M. The largest seller was Morgan Stanley, cutting an estimated $1.55B.

  • 1,173 institutional investors held Airbnb (ABNB) as of Q1 2024, up from 1,135 in Q4 2023.
  • Funds reported $54.6B of Airbnb stock for Q1 2024, up 21% quarter-over-quarter.
  • 173 funds opened new Airbnb positions in Q1 2024 and 118 closed out, a net change of +55 holders.
  • The largest Airbnb buyer in Q1 2024 was Jennison Associates, an estimated $590M added.
  • The largest Airbnb seller in Q1 2024 was Morgan Stanley, an estimated $1.55B sold.

Based on aggregated 13F filings for Q1 2024.