Airbnb
ABNB
1,199 hedge funds and large institutions have $43.6B invested in Airbnb in 2024 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 405 increasing their positions, 413 reducing their positions, and 117 closing their positions.
91% more first-time investments, than exits
New positions opened: 224 | Existing positions closed: 117
7% more funds holding
Funds holding: 1,119 → 1,199 (+80)
1.27% more ownership
Funds ownership: 75.02% → 76.29% (+1.3%)
5% more capital invested
Capital invested by funds: $41.7B → $43.6B (+$1.93B)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
2% less repeat investments, than reductions
Existing positions increased: 405 | Existing positions reduced: 413
24% less call options, than puts
Call options by funds: $1.64B | Put options by funds: $2.17B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$720M |
| 2 |
ClearBridge Investments
New York
|
+$349M |
| 3 |
Two Sigma Advisers
New York
|
+$347M |
| 4 |
Goldman Sachs
New York
|
+$270M |
| 5 |
Two Sigma Investments
New York
|
+$221M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$954M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$556M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$409M |
| 4 |
Morgan Stanley
New York
|
-$217M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$187M |
ABNB Hedge Fund Activity: Q4 2024 in Review
1,199 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q4 2024, worth a combined $43.6B — up 4.6% from $41.7B a quarter earlier.
Buyers outnumbered sellers: 224 funds opened new ABNB positions and 117 closed out — a net gain of 107 holders — while 405 added to existing stakes and 413 trimmed.
The largest buyer was Harris Associates, opening a new position worth an estimated $720M. The largest seller was Fidelity Investments, cutting an estimated $954M.
- 1,199 institutional investors held Airbnb (ABNB) as of Q4 2024, up from 1,119 in Q3 2024.
- Funds reported $43.6B of Airbnb stock for Q4 2024, up 4.6% quarter-over-quarter.
- 224 funds opened new Airbnb positions in Q4 2024 and 117 closed out, a net change of +107 holders.
- The largest Airbnb buyer in Q4 2024 was Harris Associates, an estimated $720M added.
- The largest Airbnb seller in Q4 2024 was Fidelity Investments, an estimated $954M sold.
Based on aggregated 13F filings for Q4 2024.