Airbnb
ABNB
1,304 hedge funds and large institutions have $44.4B invested in Airbnb in 2026 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 521 increasing their positions, 427 reducing their positions, and 153 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 521 | Existing positions reduced: 427
17% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 153
1% more funds holding
Funds holding: 1,294 → 1,304 (+10)
0% less call options, than puts
Call options by funds: $1.29B | Put options by funds: $1.29B
1.56% less ownership
Funds ownership: 84.63% → 83.07% (-1.6%)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
9% less capital invested
Capital invested by funds: $48.9B → $44.4B (-$4.47B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$408M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$367M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$260M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$220M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$218M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$365M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
-$322M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$268M |
| 4 |
Barclays
London,
United Kingdom
|
-$265M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$259M |
ABNB Hedge Fund Activity: Q1 2026 in Review
1,304 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Airbnb (ABNB) for Q1 2026, worth a combined $44.4B — down 9.1% from $48.9B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new ABNB positions and 153 closed out — a net gain of 26 holders — while 521 added to existing stakes and 427 trimmed.
The largest buyer was Jennison Associates, adding an estimated $408M. The largest seller was Morgan Stanley, cutting an estimated $365M.
- 1,304 institutional investors held Airbnb (ABNB) as of Q1 2026, up from 1,294 in Q4 2025.
- Funds reported $44.4B of Airbnb stock for Q1 2026, down 9.1% quarter-over-quarter.
- 179 funds opened new Airbnb positions in Q1 2026 and 153 closed out, a net change of +26 holders.
- The largest Airbnb buyer in Q1 2026 was Jennison Associates, an estimated $408M added.
- The largest Airbnb seller in Q1 2026 was Morgan Stanley, an estimated $365M sold.
Based on aggregated 13F filings for Q1 2026.