We are live on ! Find out more
XOM icon

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
RWA
3401
Rooted Wealth Advisors
Illinois
$449K +$151K +1,293 +46%
AT
3402
American Trust
Kentucky
$449K -$8.19K -70 -2%
PWM
3403
Puff Wealth Management
New Jersey
$448K +$488K +4,169 New
GWWM
3404
Great Waters Wealth Management
Minnesota
$448K -$30.6K -262 -6%
SHF
3405
Safe Harbor Fiduciary
Florida
$448K +$5.26K +45 +1%
KLI
3406
Kelman-Lazarov Inc
Tennessee
$448K -$168K -1,434 -26%
NF
3407
Nvest Financial
New Hampshire
$447K +$7.49K +64 +2%
MWP
3408
Madison Wealth Partners
Wisconsin
$447K +$17.4K +149 +4%
TCM
3409
TD Capital Management
Tennessee
$447K +$3.27K +28 +0.7%
CFCI
3410
Comprehensive Financial Consultants Institutional
Indiana
$447K -$70.1K -599 -13%
CCA
3411
Criterion Capital Advisors
Tennessee
$447K
CIA
3412
Cape Investment Advisory
Georgia
$446K +$41.5K +355 +9%
HA
3413
Helium Advisors
Washington
$446K +$485K +4,147 New
SFWC
3414
Strategic Family Wealth Counselors
New Jersey
$445K +$70.2K +600 +17%
BW
3415
BXM Wealth
Colorado
$445K +$484K +4,135 New
BFA
3416
Bright Financial Advisors
Michigan
$443K -$111K -951 -19%
TS
3417
TradeWell Securities
Indiana
$443K +$482K +4,118 New
SSCM
3418
Spectrum Strategic Capital Management
Oregon
$442K
DWM
3419
Defined Wealth Management
Oregon
$441K -$9.94K -85 -2%
SG
3420
Straightline Group
Michigan
$441K +$479K +4,097 New
PCMF
3421
Private Capital Management (Florida)
Florida
$441K
LA
3422
Lane & Associates
New Jersey
$440K -$128K -1,098 -21%
NCMW
3423
Northern Capital Management (Washington)
Washington
$440K -$28.4K -243 -6%
EAM
3424
Eukles Asset Management
Ohio
$440K +$21.6K +185 +5%
OIM
3425
Orca Investment Management
Oregon
$440K -$30.8K -263 -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.