Airbnb
ABNB
1,125 hedge funds and large institutions have $41.8B invested in Airbnb in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 370 increasing their positions, 460 reducing their positions, and 177 closing their positions.
14% more capital inflows, than outflows
Capital inflows: $4.67B | Capital outflows: $4.09B
1.46% more ownership
Funds ownership: 73.38% → 74.84% (+1.5%)
5% less funds holding
Funds holding: 1,179 → 1,125 (-54)
20% less repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 460
20% less call options, than puts
Call options by funds: $1.63B | Put options by funds: $2.03B
24% less first-time investments, than exits
New positions opened: 135 | Existing positions closed: 177
30% less funds holding in top 10
Funds holding in top 10: 30 → 21 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$689M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$541M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$380M |
| 4 |
AKRE Capital Management
Middleburg,
Virginia
|
+$222M |
| 5 |
Meritage Group
San Francisco,
California
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alphinity Investment Management
Sydney,
Australia
|
-$432M |
| 2 |
Jennison Associates
New York
|
-$305M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$245M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$201M |
| 5 |
JP Morgan Chase
New York
|
-$186M |
ABNB Hedge Fund Activity: Q3 2024 in Review
1,125 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q3 2024, worth a combined $41.8B — down 15% from $49.1B a quarter earlier.
Sellers outnumbered buyers: 177 funds closed out of ABNB and 135 opened new positions — a net loss of 42 holders — while 460 trimmed existing stakes and 370 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.
- 1,125 institutional investors held Airbnb (ABNB) as of Q3 2024, down from 1,179 in Q2 2024.
- Funds reported $41.8B of Airbnb stock for Q3 2024, down 15% quarter-over-quarter.
- 135 funds opened new Airbnb positions in Q3 2024 and 177 closed out, a net change of -42 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.