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ExxonMobil

4,264 hedge funds and large institutions have $309B invested in ExxonMobil in 2024 Q4 according to their latest regulatory filings, with 542 funds opening new positions, 1,668 increasing their positions, 1,675 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 542 | Existing positions closed: 128

21% more call options, than puts

Call options by funds: $5.57B | Put options by funds: $4.62B

9% more funds holding

Funds holding: 3,9264,264 (+338)

0.45% more ownership

Funds ownership: 63.88%64.33% (+0.45%)

0% less repeat investments, than reductions

Existing positions increased: 1,668 | Existing positions reduced: 1,675

7% less capital invested

Capital invested by funds: $332B → $309B (-$23.3B)

14% less funds holding in top 10

Funds holding in top 10: 241208 (-33)

Holders
4,264
Holders Change
+338
Holders Change %
+8.61%
% of All Funds
56.16%
Holding in Top 10
208
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-13.69%
% of All Funds
2.74%
New
542
Increased
1,668
Reduced
1,675
Closed
128
Calls
$5.57B
Puts
$4.62B
Net Calls
+$957M
Net Calls Change
+$99.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
2776
Root Financial Partners
California
$843K +$218K +1,865 +31%
PRI
2777
Prepared Retirement Institute
Pennsylvania
$842K +$3.27K +28 +0.4%
RI
2778
Rinkey Investments
California
$840K +$240K +2,049 +36%
JFGLC
2779
Johnson Financial Group LLC (Colorado)
Colorado
$839K
VIA
2780
Victrix Investment Advisors
Florida
$837K +$911K +7,785 New
WCM
2781
Weik Capital Management
Pennsylvania
$836K +$4.09K +35 +0.5%
DWAM
2782
Duncan Williams Asset Management
Tennessee
$835K +$236K +2,020 +35%
SWM
2783
Shelton Wealth Management
Texas
$834K +$1.05K +9 +0.1%
FB
2784
Finward Bancorp
Indiana
$834K +$907K +7,753 New
WA
2785
Wambolt & Associates
Colorado
$832K -$363K -3,103 -29%
IP
2786
Isthmus Partners
Wisconsin
$831K
PCTC
2787
Perkins Coie Trust Company
Washington
$830K -$31.2K -267 -3%
TC
2788
TFR Capital
Texas
$830K +$902K +7,712 New
LFA
2789
LGT Financial Advisors
Texas
$829K +$1.17K +10 +0.1%
APC
2790
Asset Planning Corporation
Tennessee
$829K +$351 +3 +0%
RFA
2791
RTD Financial Advisors
Pennsylvania
$829K -$20.6K -176 -2%
CSPIA
2792
Cary Street Partners Investment Advisory
Virginia
$829K -$14.7M -125,894 -94%
PAS
2793
Professional Advisory Services
Florida
$828K
SFG
2794
Shum Financial Group
California
$828K -$25.5K -218 -3%
PW
2795
PUREfi Wealth
Massachusetts
$826K +$899K +7,683 New
LCWM
2796
Legacy Capital Wealth Management
Texas
$826K +$898K +7,680 New
NWMG
2797
Nicholson Wealth Management Group
South Carolina
$826K +$22.8K +195 +3%
NECFA
2798
New England Capital Financial Advisors
Connecticut
$826K +$70.4K +602 +9%
MLA
2799
My Legacy Advisors
Oregon
$825K +$81.1K +693 +10%
RIM
2800
RW Investment Management
Idaho
$825K -$84.1K -719 -9%

XOM Hedge Fund Activity: Q4 2024 in Review

4,264 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2024, worth a combined $309B — down 7% from $332B a quarter earlier.

Buyers outnumbered sellers: 542 funds opened new XOM positions and 128 closed out — a net gain of 414 holders — while 1,668 added to existing stakes and 1,675 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $648M. The largest seller was GQG Partners, cutting an estimated $1.37B.

  • 4,264 institutional investors held ExxonMobil (XOM) as of Q4 2024, up from 3,926 in Q3 2024.
  • Funds reported $309B of ExxonMobil stock for Q4 2024, down 7% quarter-over-quarter.
  • 542 funds opened new ExxonMobil positions in Q4 2024 and 128 closed out, a net change of +414 holders.
  • The largest ExxonMobil buyer in Q4 2024 was Bank of New York Mellon, an estimated $648M added.
  • The largest ExxonMobil seller in Q4 2024 was GQG Partners, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2024.