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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.66B +$120M +791,149 +2%
BlackRock
2
BlackRock
New York
$4.47B +$82.7M +546,456 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.29B +$488M +3,226,703 +14%
Capital World Investors
4
Capital World Investors
California
$2.99B +$982K +6,485 +0%
State Street
5
State Street
Massachusetts
$2.8B +$825K +5,448 +0%
Morgan Stanley
6
Morgan Stanley
New York
$2.15B -$1.55B -10,243,935 -44%
Edgewood Management
7
Edgewood Management
Connecticut
$1.94B -$100M -663,352 -5%
Polen Capital Management
8
Polen Capital Management
Florida
$1.77B +$25.4M +167,884 +2%
Jennison Associates
9
Jennison Associates
New York
$1.75B +$590M +3,899,179 +58%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.71B -$290M -1,912,406 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.46B +$48.6M +320,974 +4%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.04B +$98.8M +652,938 +12%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$958M +$539M +3,558,178 +158%
Renaissance Technologies
14
Renaissance Technologies
New York
$730M +$19.3M +127,665 +3%
Northern Trust
15
Northern Trust
Illinois
$706M -$5.99M -39,593 -0.9%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$544M -$482M -3,183,393 -49%
Goldman Sachs
17
Goldman Sachs
New York
$543M +$11.3M +74,786 +2%
Invesco
18
Invesco
Georgia
$538M -$29M -191,380 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$496M -$21.8M -144,327 -5%
Norges Bank
20
Norges Bank
Norway
$472M -$256M -1,690,091 -37%
Legal & General Group
21
Legal & General Group
United Kingdom
$440M +$2.6M +17,178 +0.6%
AIM
22
Alphinity Investment Management
Australia
$418M +$5.92M +39,129 +2%
Charles Schwab
23
Charles Schwab
California
$416M +$14.6M +96,294 +4%
Artisan Partners
24
Artisan Partners
Wisconsin
$414M -$80.2M -529,497 -17%
Sands Capital Management
25
Sands Capital Management
Virginia
$402M -$19M -125,619 -5%
1
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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.