Airbnb
ABNB
1,290 hedge funds and large institutions have $48.9B invested in Airbnb in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 443 increasing their positions, 469 reducing their positions, and 112 closing their positions.
100% more first-time investments, than exits
New positions opened: 224 | Existing positions closed: 112
18% more capital invested
Capital invested by funds: $41.5B → $48.9B (+$7.3B)
7% more funds holding
Funds holding: 1,207 → 1,290 (+83)
4.88% more ownership
Funds ownership: 79.75% → 84.63% (+4.9%)
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
6% less repeat investments, than reductions
Existing positions increased: 443 | Existing positions reduced: 469
8% less call options, than puts
Call options by funds: $1.75B | Put options by funds: $1.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.22B |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$404M |
| 3 |
SIM
SRS Investment Management
New York
|
+$314M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$310M |
| 5 |
Barclays
London,
United Kingdom
|
+$211M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$899M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$372M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$192M |
| 4 |
Millennium Management
New York
|
-$187M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$134M |
ABNB Hedge Fund Activity: Q4 2025 in Review
1,290 institutional investors reported a position in Airbnb (ABNB) for Q4 2025, worth a combined $48.9B — up 18% from $41.5B a quarter earlier.
Buyers outnumbered sellers: 224 funds opened new ABNB positions and 112 closed out — a net gain of 112 holders — while 443 added to existing stakes and 469 trimmed.
The largest buyer was Invesco, adding an estimated $1.22B. The largest seller was Edgewood Management, cutting an estimated $899M.
- 1,290 institutional investors held Airbnb (ABNB) as of Q4 2025, up from 1,207 in Q3 2025.
- Funds reported $48.9B of Airbnb stock for Q4 2025, up 18% quarter-over-quarter.
- 224 funds opened new Airbnb positions in Q4 2025 and 112 closed out, a net change of +112 holders.
- The largest Airbnb buyer in Q4 2025 was Invesco, an estimated $1.22B added.
- The largest Airbnb seller in Q4 2025 was Edgewood Management, an estimated $899M sold.
Based on aggregated 13F filings for Q4 2025.