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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
Acadian Asset Management
126
Acadian Asset Management
Massachusetts
$32.1M -$53.8M -355,624 -65%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$31.6M +$6.6M +43,612 +29%
Asset Management One
128
Asset Management One
Japan
$31.4M -$543K -3,586 -2%
HFS
129
Hantz Financial Services
Michigan
$30.7M -$1.58M -10,418 -5%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$30.7M +$158K +1,041 +0.6%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$29.9M +$1.2M +7,914 +5%
DPAM
132
Degroof Petercam Asset Management
Belgium
$29.7M +$757K +5,000 +3%
TAF
133
Tredje AP-fonden
Sweden
$29.6M -$757K -5,000 -3%
EOJOAM
134
E. Ohman J:or Asset Management
Sweden
$29.6M -$1.05M -6,937 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
135
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.2M +$700K +4,621 +3%
OPL
136
Orland Properties Ltd
British Virgin Islands
$29.1M – – –
MSV
137
MN Services Vermogensbeheer
Netherlands
$29.1M +$26.7M +176,400 New
LPL Financial
138
LPL Financial
California
$28.2M +$2.96M +19,552 +13%
Point72 Asset Management
139
Point72 Asset Management
Connecticut
$27.7M +$25.4M +167,884 New
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$27.6M +$8.99M +59,383 +55%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$26.8M +$2.59M +17,097 +12%
CI Investments Inc
142
CI Investments Inc
Ontario, Canada
$26.4M +$3.05M +20,120 +14%
TSAM
143
Trinity Street Asset Management
United Kingdom
$25.4M +$464K +3,068 +2%
AIG
144
American International Group
New York
$25M -$164K -1,081 -0.7%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$24.4M +$681K +4,499 +3%
APG Asset Management
146
APG Asset Management
Netherlands
$23.9M +$2.82M +18,657 +14%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$23.8M -$28.9M -191,102 -57%
Fidelity International
148
Fidelity International
Bermuda
$23.8M -$9.26M -61,183 -30%
BBA
149
Baader Bank Aktiengesellschaft
Germany
$23.8M -$84.3K -557 -0.4%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$23.7M -$403K -2,664 -2%
4 5
6
7 8

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.