We are live on ! Find out more
XOM icon

ExxonMobil

3,801 hedge funds and large institutions have $290B invested in ExxonMobil in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,711 increasing their positions, 1,433 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 138

23% more call options, than puts

Call options by funds: $6.9B | Put options by funds: $5.62B

19% more repeat investments, than reductions

Existing positions increased: 1,711 | Existing positions reduced: 1,433

15% more capital invested

Capital invested by funds: $251B → $290B (+$38.8B)

15% more funds holding in top 10

Funds holding in top 10: 237273 (+36)

1% more funds holding

Funds holding: 3,7563,801 (+45)

0.48% more ownership

Funds ownership: 62.64%63.12% (+0.48%)

Holders
3,801
Holders Change
+45
Holders Change %
+1.2%
% of All Funds
54.75%
Holding in Top 10
273
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.19%
% of All Funds
3.93%
New
231
Increased
1,711
Reduced
1,433
Closed
138
Calls
$6.9B
Puts
$5.62B
Net Calls
+$1.28B
Net Calls Change
+$669M
Name Holding Trade Value Shares
Change
Change in
Stake
WH
3126
Wallace Hart
Kentucky
$446K +$401K +3,837 New
PIA
3127
Pinion Investment Advisors
Kansas
$446K +$61.5K +588 +18%
KA
3128
Kozak & Associates
Colorado
$446K -$10K -96 -2%
OLVIG
3129
Oliver Lagore Vanvalin Investment Group
Michigan
$446K -$52.6K -503 -12%
ZIMP
3130
Zimmermann Investment Management & Planning
Pennsylvania
$446K
BBNB
3131
Baker Boyer National Bank
Washington
$445K
BBPWM
3132
Blue Bell Private Wealth Management
Pennsylvania
$445K +$5.23K +50 +1%
SCI
3133
Silver Coast Investments
United States
$444K -$8.89K -85 -2%
Betterment LLC
3134
Betterment LLC
New York
$444K +$400K +3,821 New
HFS
3135
Hoge Financial Services
Pennsylvania
$444K +$36K +344 +10%
BCIM
3136
Bishop & Co Investment Management
Pennsylvania
$443K
GCA
3137
Gradient Capital Advisors
California
$442K -$14.6K -140 -4%
WAG
3138
Wheelhouse Advisory Group
Missouri
$442K -$34.7K -332 -8%
TC
3139
Touchstone Capital
Pennsylvania
$442K -$15.7K -150 -4%
HGWM
3140
Horst & Graben Wealth Management
Oregon
$440K +$2.41K +23 +0.6%
AA
3141
Aire Advisors
California
$440K +$182K +1,743 +85%
LWM
3142
Liberty Wealth Management
California
$440K -$35.3K -337 -8%
RFS
3143
Richardson Financial Services
Massachusetts
$440K +$37.7K +360 +11%
SMA
3144
Seven Mile Advisory
New Jersey
$438K +$91.5K +875 +30%
SWP
3145
Significant Wealth Partners
Illinois
$438K -$205K -1,957 -34%
OIM
3146
Orca Investment Management
Oregon
$437K -$23K -220 -6%
PO
3147
Private Ocean
California
$436K -$73.7K -704 -16%
BRG
3148
Bay Rivers Group
Virginia
$436K +$9.42K +90 +2%
CCM
3149
Carderock Capital Management
Maryland
$434K -$49.4K -472 -11%
FWM
3150
ForthRight Wealth Management
Georgia
$433K

XOM Hedge Fund Activity: Q1 2024 in Review

3,801 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2024, worth a combined $290B — up 15% from $251B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new XOM positions and 138 closed out — a net gain of 93 holders — while 1,711 added to existing stakes and 1,433 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.23B. The largest seller was Morgan Stanley, cutting an estimated $5.71B.

  • 3,801 institutional investors held ExxonMobil (XOM) as of Q1 2024, up from 3,756 in Q4 2023.
  • Funds reported $290B of ExxonMobil stock for Q1 2024, up 15% quarter-over-quarter.
  • 231 funds opened new ExxonMobil positions in Q1 2024 and 138 closed out, a net change of +93 holders.
  • The largest ExxonMobil buyer in Q1 2024 was Wellington Management Group, an estimated $2.23B added.
  • The largest ExxonMobil seller in Q1 2024 was Morgan Stanley, an estimated $5.71B sold.

Based on aggregated 13F filings for Q1 2024.