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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
Brown Advisory
26
Brown Advisory
Maryland
$354M +$310M +2,047,719 +2,075%
ClearBridge Investments
27
ClearBridge Investments
New York
$330M +$1.85M +12,200 +0.6%
Bank of America
28
Bank of America
North Carolina
$322M +$100M +663,023 +51%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$309M -$29M -191,471 -9%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304M -$7.09M -46,840 -2%
American Century Companies
31
American Century Companies
Missouri
$302M -$17.8M -117,825 -6%
First Trust Advisors
32
First Trust Advisors
Illinois
$294M -$25.6M -168,885 -9%
MCF
33
MKA Charitable Fund
California
$289M – – –
UBS AM
34
UBS AM
Illinois
$277M +$3.62M +23,920 +1%
FCM
35
Farallon Capital Management
California
$265M +$243M +1,608,220 New
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$256M +$125M +828,862 +115%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$251M -$36.8M -243,393 -14%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$250M -$14.2M -93,533 -6%
Franklin Resources
39
Franklin Resources
California
$245M +$7.12M +47,033 +3%
Barclays
40
Barclays
United Kingdom
$235M -$70.5M -465,858 -25%
OAG
41
Orbis Allan Gray
Bermuda
$218M – – –
N
42
Nuveen
North Carolina
$218M +$20.1M +132,547 +11%
Swiss National Bank
43
Swiss National Bank
Switzerland
$216M -$3.95M -26,100 -2%
Citigroup
44
Citigroup
New York
$202M +$68.3M +451,271 +58%
Temasek Holdings
45
Temasek Holdings
Singapore
$200M -$69M -455,860 -27%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$194M -$14.9M -98,335 -8%
Wells Fargo
47
Wells Fargo
California
$185M +$7.59M +50,155 +5%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$182M +$4.05M +26,735 +2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$171M +$8.87M +58,606 +6%
SEI Investments
50
SEI Investments
Pennsylvania
$153M +$309K +2,043 +0.2%
1
2
3 4 5

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.