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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
II
201
IFM Investors
Australia
$14.5M -$114K -750 -0.8%
Skandinaviska Enskilda Banken (SEB)
202
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.5M +$755K +4,990 +6%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$14.2M +$234K +1,546 +2%
IC
204
IEQ Capital
California
$14.1M +$165K +1,091 +1%
SCI
205
S&CO Inc
Massachusetts
$13.9M – – –
SGAM
206
Smith Group Asset Management
Texas
$13.6M -$6.66M -43,986 -35%
DnB Asset Management
207
DnB Asset Management
Norway
$13.5M -$1.3M -8,613 -10%
GAMH
208
Greenwoods Asset Management (HK)
Hong Kong
$13.3M +$583K +3,852 +5%
SC
209
Scotia Capital
Ontario, Canada
$13.3M -$961K -6,347 -7%
SOADOR
210
State of Alaska Department of Revenue
Alaska
$13.2M -$1.57M -10,370 -11%
AIM
211
Achmea Investment Management
Netherlands
$13.1M +$642K +4,240 +6%
PL
212
Portman Ltd
Cayman Islands
$12.9M -$7.83M -51,706 -40%
CSS
213
Cubist Systematic Strategies
Connecticut
$12.7M -$17.2M -113,734 -60%
CNB
214
Czech National Bank
Czech Republic
$12.6M +$74.8K +494 +0.6%
WWP
215
Waypoint Wealth Partners
California
$12.6M – – –
ACM
216
Atika Capital Management
New York
$12.5M -$303K -2,000 -3%
UIM
217
USS Investment Management
United Kingdom
$12.5M +$1.36M +8,991 +14%
FLII
218
First Long Island Investors
New York
$12.4M +$10.7K +71 +0.1%
IMPI
219
Ilmarinen Mutual Pension Insurance
Finland
$12.4M – – –
OCM
220
Ogborne Capital Management
California
$12.4M +$1.51M +10,000 +15%
NAM
221
Nissay Asset Management
Japan
$12.2M +$3M +19,837 +37%
IMRF
222
Illinois Municipal Retirement Fund
Illinois
$12.2M -$2.28M -15,056 -17%
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$12.2M +$8.95M +59,148 +406%
MMA
224
Mizuho Markets Americas
New York
$12.1M -$832K -5,497 -7%
CWM
225
CIBC World Markets
New York
$12M -$15M -99,251 -58%
7 8
9
10 11

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.