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ExxonMobil

4,263 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, 1,667 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: 3,9254,263 (+338)

0.45% more ownership

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

0% less repeat investments, than reductions

Existing positions increased: 1,667 | 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
4,263
Holders Change
+338
Holders Change %
+8.61%
% of All Funds
56.15%
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
1,667
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
SWIG
3026
Strategic Wealth Investment Group
Kentucky
$659K -$46.8K -400 -6%
PCA
3027
Purkiss Capital Advisors
Connecticut
$657K +$715K +6,110 New
VW
3028
Vance Wealth
California
$657K -$18.7K -160 -3%
HFRG
3029
Houlihan Financial Resource Group
Virginia
$657K -$162K -1,389 -19%
LFA
3030
LifeGuide Financial Advisors
Pennsylvania
$656K -$154K -1,317 -18%
RBC
3031
Roble Belko & Company
Pennsylvania
$655K +$110K +940 +18%
EWA
3032
Etesian Wealth Advisors
Oregon
$653K +$34.5K +295 +5%
AFM
3033
Abbot Financial Management
Massachusetts
$653K -$37.4K -320 -5%
AWA
3034
Adapt Wealth Advisors
Georgia
$653K +$71.5K +611 +11%
TIP
3035
Tandem Investment Partners
New Jersey
$652K +$709K +6,065 New
NFA
3036
Northwest Financial Advisors
Virginia
$652K +$73.2K +626 +12%
CCP
3037
Carmel Capital Partners
California
$652K -$5.5K -47 -0.8%
WF
3038
Williams Financial
Vermont
$650K +$5.73K +49 +0.8%
SAI
3039
Systematic Alpha Investments
New Jersey
$650K
NRC
3040
New Republic Capital
North Carolina
$650K +$59.7K +510 +9%
BIA
3041
Barry Investment Advisors
Massachusetts
$649K -$39.7K -339 -5%
PCMM
3042
Piedmont Capital Management (Montana)
Montana
$649K +$234 +2 +0%
PAM
3043
PCG Asset Management
New Jersey
$648K +$705K +6,025 New
BWG
3044
Beta Wealth Group
California
$647K +$11.8K +101 +2%
GWMR
3045
GC Wealth Management RIA
Massachusetts
$647K +$274K +2,341 +64%
BDFN
3046
Bond & Devick Financial Network
Minnesota
$645K
SHFP
3047
Second Half Financial Partners
Florida
$645K -$6.55K -56 -0.9%
GKWIM
3048
Gerber Kawasaki Wealth & Investment Management
California
$644K +$20.7K +177 +3%
KFSC
3049
Keystone Financial Services (Colorado)
Colorado
$643K +$20.1K +172 +3%
WCM
3050
Washington Capital Management
Washington
$643K -$42.7K -365 -6%

XOM Hedge Fund Activity: Q4 2024 in Review

4,263 of the 7,592 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 1,667 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.

  • 4,263 institutional investors held ExxonMobil (XOM) as of Q4 2024, up from 3,925 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.