Airbnb
ABNB
1,201 hedge funds and large institutions have $40.2B invested in Airbnb in 2025 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 514 increasing their positions, 370 reducing their positions, and 138 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 514 | Existing positions reduced: 370
14% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 138
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
2.04% more ownership
Funds ownership: 76.29% → 78.33% (+2%)
0% more funds holding
Funds holding: 1,200 → 1,201 (+1)
8% less capital invested
Capital invested by funds: $43.6B → $40.2B (-$3.47B)
13% less call options, than puts
Call options by funds: $1.45B | Put options by funds: $1.66B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$616M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$360M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$257M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$215M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$186M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$431M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$319M |
| 3 |
Morgan Stanley
New York
|
-$271M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$243M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$170M |
ABNB Hedge Fund Activity: Q1 2025 in Review
1,201 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q1 2025, worth a combined $40.2B — down 7.9% from $43.6B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new ABNB positions and 138 closed out — a net gain of 20 holders — while 514 added to existing stakes and 370 trimmed.
The largest buyer was Harris Associates, adding an estimated $616M. The largest seller was Jennison Associates, cutting an estimated $431M.
- 1,201 institutional investors held Airbnb (ABNB) as of Q1 2025, up from 1,200 in Q4 2024.
- Funds reported $40.2B of Airbnb stock for Q1 2025, down 7.9% quarter-over-quarter.
- 158 funds opened new Airbnb positions in Q1 2025 and 138 closed out, a net change of +20 holders.
- The largest Airbnb buyer in Q1 2025 was Harris Associates, an estimated $616M added.
- The largest Airbnb seller in Q1 2025 was Jennison Associates, an estimated $431M sold.
Based on aggregated 13F filings for Q1 2025.