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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
PCM
101
PAR Capital Management
Massachusetts
$49.5M – – –
TD Asset Management
102
TD Asset Management
Ontario, Canada
$48.7M +$10.5M +69,682 +31%
Prudential Financial
103
Prudential Financial
New Jersey
$47.3M -$23.2M -153,121 -34%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$47.1M -$13.3M -87,798 -20%
US Bancorp
105
US Bancorp
Minnesota
$45.2M +$925K +6,112 +2%
MP
106
Munro Partners
Australia
$45.2M +$6.32M +41,745 +18%
SAM
107
Storebrand Asset Management
Norway
$44.7M -$1.1M -7,296 -3%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$42.8M +$1.12M +7,385 +3%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$41.3M -$378K -2,498 -1%
LGF
110
LGT Group Foundation
Liechtenstein
$41.3M -$8.29M -54,739 -18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
111
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41.2M +$37.8M +250,000 New
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$40.8M +$667K +4,406 +2%
Jane Street
113
Jane Street
New York
$40.4M +$8.99M +59,366 +32%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$39.8M -$257K -1,699 -0.7%
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$39M +$3.64M +24,067 +11%
Kayne Anderson Rudnick Investment Management
116
Kayne Anderson Rudnick Investment Management
California
$37.8M -$139K -921 -0.4%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$37M -$4.35M -28,755 -11%
DB
118
Danske Bank
Denmark
$37M +$33.9M +224,038 New
Royal London Asset Management
119
Royal London Asset Management
United Kingdom
$36.5M +$620K +4,093 +2%
TC
120
TownSquare Capital
Utah
$36.1M -$337K -2,229 -1%
HighTower Advisors
121
HighTower Advisors
Illinois
$34.8M +$6.41M +42,341 +25%
Squarepoint
122
Squarepoint
New York
$34.3M +$29.7M +195,991 +1,664%
GT
123
Glenmede Trust
Pennsylvania
$33.4M -$7.36M -48,646 -19%
Bessemer Group
124
Bessemer Group
New Jersey
$33M -$1.86M -12,280 -6%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.6M -$1.49M -9,866 -5%
3 4
5
6 7

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.