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
UBS Group
51
UBS Group
Switzerland
$141M +$46.4M +306,651 +56%
HCM
52
HMI Capital Management
California
$140M -$39.2M -258,700 -23%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$139M +$25M +165,391 +24%
Deutsche Bank
54
Deutsche Bank
Germany
$139M -$5.93M -39,197 -4%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$137M +$24.2M +159,551 +24%
IIP
56
Intermede Investment Partners
United Kingdom
$137M +$125M +828,352 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$132M +$2.7M +17,820 +2%
Ameriprise
58
Ameriprise
Minnesota
$128M +$30.6M +202,066 +35%
National Pension Service
59
National Pension Service
South Korea
$128M +$5.63M +37,194 +5%
Citadel Advisors
60
Citadel Advisors
Florida
$126M +$48.8M +322,056 +73%
APM
61
a16z Perennial Management
California
$119M -$29.2M -192,600 -21%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$118M +$3.41M +22,530 +3%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$115M +$546K +3,609 +0.5%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$111M +$11.4M +75,455 +13%
TCCM
65
Two Creeks Capital Management
New York
$110M -$17.1M -112,672 -14%
FPP
66
Findlay Park Partners
United Kingdom
$110M -$1.76M -11,600 -2%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$110M +$41.5M +274,411 +70%
Principal Financial Group
68
Principal Financial Group
Iowa
$109M -$210K -1,385 -0.2%
CS
69
Credit Suisse
Switzerland
$103M -$18M -118,798 -16%
Amundi
70
Amundi
France
$101M -$28.4M -187,907 -23%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$98.7M -$7.24M -47,813 -7%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$96.1M +$88.2M +582,718 New
Marshall Wace
73
Marshall Wace
United Kingdom
$96.1M +$88.2M +582,327 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$93.9M -$4.18M -27,581 -5%
William Blair & Company
75
William Blair & Company
Illinois
$88M +$12.6M +82,989 +18%
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.