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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
RAM
151
Resona Asset Management
Japan
$23.4M +$21.5M +141,859 New
1832 Asset Management
152
1832 Asset Management
Ontario, Canada
$23.2M +$3.41M +22,492 +19%
Rafferty Asset Management
153
Rafferty Asset Management
New York
$23.1M -$698K -4,608 -3%
IPGDR
154
Investidor Profissional Gestao de Recursos
Brazil
$23.1M +$242K +1,601 +1%
Cerity Partners
155
Cerity Partners
New York
$22.9M +$6.57M +43,388 +45%
Nomura Asset Management
156
Nomura Asset Management
Japan
$22.5M +$723K +4,776 +4%
Allianz Asset Management
157
Allianz Asset Management
Germany
$22M +$11.9M +78,814 +144%
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$22M -$14.3M -94,618 -41%
Creative Planning
159
Creative Planning
Kansas
$22M -$2.53M -16,680 -11%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$22M +$8.3M +54,858 +70%
Aviva
161
Aviva
United Kingdom
$22M -$2.16M -14,255 -10%
HCM
162
Hodges Capital Management
Texas
$21.8M -$2.38M -15,694 -11%
Walleye Capital
163
Walleye Capital
New York
$21.4M +$19.6M +129,485 New
OAM
164
Oppenheimer Asset Management
New York
$21.3M -$285K -1,884 -1%
PWLP
165
Prio Wealth Limited Partnership
Massachusetts
$21.3M +$3.19M +21,045 +19%
GC
166
Guggenheim Capital
Illinois
$21.1M +$147K +969 +0.8%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$21M +$1.15M +7,607 +6%
SG Americas Securities
168
SG Americas Securities
New York
$20.7M -$2.17M -14,313 -10%
ASRS
169
Arizona State Retirement System
Arizona
$20.7M +$801K +5,290 +4%
RPI
170
Railway Pension Investments
United Kingdom
$20.1M – – –
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$20M +$1.95M +12,898 +12%
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$19.8M +$9.71M +64,155 +115%
SOMRS
173
State of Michigan Retirement System
Michigan
$19.7M +$45.4K +300 +0.3%
SAM
174
Silvercrest Asset Management
New York
$19.6M -$74.3K -491 -0.4%
MIM
175
MetLife Investment Management
New Jersey
$19.6M -$451K -2,980 -2%
5 6
7
8 9

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.