Airbnb
ABNB
1,204 hedge funds and large institutions have $41.5B invested in Airbnb in 2025 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 468 increasing their positions, 418 reducing their positions, and 157 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 418
1.61% more ownership
Funds ownership: 78% → 79.61% (+1.6%)
8% less first-time investments, than exits
New positions opened: 145 | Existing positions closed: 157
3% less funds holding
Funds holding: 1,237 → 1,204 (-33)
7% less capital invested
Capital invested by funds: $44.6B → $41.5B (-$3.08B)
16% less funds holding in top 10
Funds holding in top 10: 31 → 26 (-5)
18% less call options, than puts
Call options by funds: $1.42B | Put options by funds: $1.74B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$539M |
| 2 |
D.E. Shaw & Co
New York
|
+$383M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$359M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$352M |
| 5 |
BlackRock
New York
|
+$325M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$506M |
| 2 |
Jennison Associates
New York
|
-$504M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
-$437M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$286M |
| 5 |
Goldman Sachs
New York
|
-$263M |
ABNB Hedge Fund Activity: Q3 2025 in Review
1,204 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q3 2025, worth a combined $41.5B — down 6.9% from $44.6B a quarter earlier.
Sellers outnumbered buyers: 157 funds closed out of ABNB and 145 opened new positions — a net loss of 12 holders — while 418 trimmed existing stakes and 468 added.
The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $539M. The largest seller was Fidelity Investments, cutting an estimated $506M.
- 1,204 institutional investors held Airbnb (ABNB) as of Q3 2025, down from 1,237 in Q2 2025.
- Funds reported $41.5B of Airbnb stock for Q3 2025, down 6.9% quarter-over-quarter.
- 145 funds opened new Airbnb positions in Q3 2025 and 157 closed out, a net change of -12 holders.
- The largest Airbnb buyer in Q3 2025 was Independent Franchise Partners, an estimated $539M added.
- The largest Airbnb seller in Q3 2025 was Fidelity Investments, an estimated $506M sold.
Based on aggregated 13F filings for Q3 2025.