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1,119 hedge funds and large institutions have $41.7B invested in Airbnb in 2024 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 368 increasing their positions, 460 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.7% more ownership

Funds ownership: 73.32%75.02% (+1.7%)

5% less funds holding

Funds holding: 1,1741,119 (-55)

15% less capital invested

Capital invested by funds: $49.1B → $41.7B (-$7.35B)

20% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $2.03B

20% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 460

24% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 177

30% less funds holding in top 10

Funds holding in top 10: 3021 (-9)

Holders
1,119
Holders Change
-55
Holders Change %
-4.68%
% of All Funds
16.07%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.3%
New
134
Increased
368
Reduced
460
Closed
177
Calls
$1.63B
Puts
$2.03B
Net Calls
-$405M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.68B +$46.2M +356,474 +1%
BlackRock
2
BlackRock
New York
$3.63B +$50.7M +390,814 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.64B -$201M -1,553,304 -7%
State Street
4
State Street
Massachusetts
$2.23B +$23.5M +181,610 +1%
Morgan Stanley
5
Morgan Stanley
New York
$2.18B +$689M +5,313,951 +45%
Capital World Investors
6
Capital World Investors
California
$1.78B -$31.2M -240,679 -2%
Edgewood Management
7
Edgewood Management
Connecticut
$1.72B +$148M +1,143,464 +9%
Jennison Associates
8
Jennison Associates
New York
$1.37B -$305M -2,348,828 -18%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.19B +$19M +146,761 +2%
Polen Capital Management
10
Polen Capital Management
Florida
$1.16B -$128M -990,880 -10%
Brown Advisory
11
Brown Advisory
Maryland
$608M +$90.2M +695,579 +17%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$538M +$541M +4,172,985 +6,086%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$538M +$380M +2,932,120 +224%
Northern Trust
14
Northern Trust
Illinois
$503M -$36.6M -282,633 -7%
Invesco
15
Invesco
Georgia
$461M +$43M +331,597 +10%
Renaissance Technologies
16
Renaissance Technologies
New York
$459M +$27.9M +215,090 +6%
Goldman Sachs
17
Goldman Sachs
New York
$399M +$120M +923,329 +42%
Norges Bank
18
Norges Bank
Norway
$396M -$78.1M -602,543 -16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$368M -$15.7M -120,961 -4%
Charles Schwab
20
Charles Schwab
California
$343M +$6.79M +52,358 +2%
Capital Research Global Investors
21
Capital Research Global Investors
California
$340M -$245M -1,886,764 -41%
Legal & General Group
22
Legal & General Group
United Kingdom
$339M -$3.76M -29,016 -1%
ACM
23
AKRE Capital Management
Virginia
$336M +$222M +1,713,522 +183%
JP Morgan Chase
24
JP Morgan Chase
New York
$306M -$186M -1,437,215 -37%
FCM
25
Farallon Capital Management
California
$301M +$86.9M +670,200 +39%

ABNB Hedge Fund Activity: Q3 2024 in Review

1,119 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q3 2024, worth a combined $41.7B — down 15% from $49.1B a quarter earlier.

Sellers outnumbered buyers: 177 funds closed out of ABNB and 134 opened new positions — a net loss of 43 holders — while 460 trimmed existing stakes and 368 added.

The largest buyer was Morgan Stanley, adding an estimated $689M. The largest seller was Alphinity Investment Management, exiting entirely with an estimated $432M sold.

  • 1,119 institutional investors held Airbnb (ABNB) as of Q3 2024, down from 1,174 in Q2 2024.
  • Funds reported $41.7B of Airbnb stock for Q3 2024, down 15% quarter-over-quarter.
  • 134 funds opened new Airbnb positions in Q3 2024 and 177 closed out, a net change of -43 holders.
  • The largest Airbnb buyer in Q3 2024 was Morgan Stanley, an estimated $689M added.
  • The largest Airbnb seller in Q3 2024 was Alphinity Investment Management, an estimated $432M sold.

Based on aggregated 13F filings for Q3 2024.