Airbnb
ABNB
1,135 hedge funds and large institutions have $45.2B invested in Airbnb in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 383 increasing their positions, 424 reducing their positions, and 105 closing their positions.
69% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 105
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
5% more funds holding
Funds holding: 1,080 → 1,135 (+55)
1% more capital invested
Capital invested by funds: $44.9B → $45.2B (+$261M)
0.64% less ownership
Funds ownership: 76.87% → 76.23% (-0.64%)
10% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 424
34% less call options, than puts
Call options by funds: $2.17B | Put options by funds: $3.31B
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.53B |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$275M |
| 3 |
Goldman Sachs
New York
|
+$240M |
| 4 |
JP Morgan Chase
New York
|
+$230M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$199M |
Top Sellers
ABNB Hedge Fund Activity: Q4 2023 in Review
1,135 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q4 2023, worth a combined $45.2B — up 0.58% from $44.9B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new ABNB positions and 105 closed out — a net gain of 72 holders — while 383 added to existing stakes and 424 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.53B. The largest seller was Wellington Management Group, cutting an estimated $580M.
- 1,135 institutional investors held Airbnb (ABNB) as of Q4 2023, up from 1,080 in Q3 2023.
- Funds reported $45.2B of Airbnb stock for Q4 2023, up 0.58% quarter-over-quarter.
- 177 funds opened new Airbnb positions in Q4 2023 and 105 closed out, a net change of +72 holders.
- The largest Airbnb buyer in Q4 2023 was Morgan Stanley, an estimated $1.53B added.
- The largest Airbnb seller in Q4 2023 was Wellington Management Group, an estimated $580M sold.
Based on aggregated 13F filings for Q4 2023.