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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
SUT
76
SC US (TTGP)
California
$85M -$3.18K -21 -0%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$84.1M -$50.1M -331,156 -39%
FWIA
78
Fort Washington Investment Advisors
Ohio
$83.2M -$13.8K -91 -0%
ZCI
79
Zevenbergen Capital Investments
Washington
$81M -$7.16M -47,265 -9%
ProShare Advisors
80
ProShare Advisors
Maryland
$80.6M +$12.6M +83,383 +21%
AllianceBernstein
81
AllianceBernstein
Tennessee
$79.7M -$7.14M -47,171 -9%
Pictet Asset Management
82
Pictet Asset Management
Switzerland
$78.2M -$59.4M -392,335 -45%
Victory Capital Management
83
Victory Capital Management
Texas
$76.8M +$238K +1,570 +0.3%
GGHC
84
Gilder Gagnon Howe & Co
New York
$74.2M -$7.77M -51,327 -10%
RJA
85
Raymond James & Associates
Florida
$73.9M +$16.3M +107,686 +32%
PAM
86
Panagora Asset Management
Massachusetts
$73.9M -$12.6M -83,528 -16%
NPT
87
National Philanthropic Trust
Pennsylvania
$71.9M -$87.8K -580 -0.1%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$70.9M +$455K +3,004 +0.7%
CIM
89
Contrarius Investment Management
Jersey
$69.2M +$63.5M +419,537 New
PCMC
90
Paragon Capital Management (Colorado)
Colorado
$68.8M -$10.7M -70,480 -14%
CCM
91
Candlestick Capital Management
Connecticut
$67.2M +$61.7M +407,476 New
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$65.6M -$7.75M -51,181 -11%
PCM
93
Prime Capital Management
Hong Kong
$62.9M – – –
HAM
94
Hyperion Asset Management
Australia
$60.4M -$4.06M -26,840 -7%
Federated Hermes
95
Federated Hermes
Pennsylvania
$58.5M -$11M -72,736 -17%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$55.2M +$48.3K +319 +0.1%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$53.7M -$2.75M -18,161 -4%
TAA
98
TB Alternative Assets
Cayman Islands
$53.4M +$13M +85,700 +36%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$50M -$12.7M -84,200 -22%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$49.8M -$3.22M -21,246 -7%
2 3
4
5 6

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.