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
BWM
3426
Baron Wealth Management
Michigan
$297K +$267K +2,556 New
VPP
3427
Vertex Planning Partners
Illinois
$297K -$62.3K -595 -19%
FWP
3428
Falcon Wealth Planning
California
$297K +$3.14K +30 +1%
SPWG
3429
Syntegra Private Wealth Group
Missouri
$296K +$45.4K +434 +21%
AA
3430
AlphaQ Advisors
Florida
$293K -$27.4K -262 -9%
SIA
3431
Strategic Investment Advisors
Michigan
$293K +$25.5K +244 +11%
CWA
3432
Canvas Wealth Advisors
Kansas
$293K -$7.43K -71 -3%
MA
3433
Modus Advisors
Minnesota
$292K
JGGDR
3434
JGP Global Gestao de Recursos
Brazil
$292K +$263K +2,513 New
CFGA
3435
Cambridge Financial Group (Arizona)
Arizona
$292K -$110K -1,055 -30%
AFG
3436
ABLE Financial Group
Arizona
$291K
NCM
3437
Northwest Capital Management
Oregon
$290K
CFO
3438
Collective Family Office
Pennsylvania
$290K +$42.4K +405 +19%
SLA
3439
Silver Lake Advisory
Utah
$290K +$261K +2,491 New
CPW
3440
Crestmont Private Wealth
Texas
$289K
LRWA
3441
Long Run Wealth Advisors
New York
$289K
PIWA
3442
Prevail Innovative Wealth Advisors
Kansas
$289K +$9.73K +93 +4%
RCM
3443
Rain Capital Management
Oregon
$289K +$7.64K +73 +3%
SW
3444
StrongBox Wealth
Missouri
$289K -$4.81K -46 -2%
BDA
3445
Borer Denton & Associates
Pennsylvania
$289K
FC
3446
FCA Corp
Texas
$289K -$5.02K -48 -2%
PIP
3447
Peachtree Investment Partners
Florida
$288K -$91K -870 -26%
SFPG
3448
Stonebridge Financial Planning Group
Florida
$286K +$1.36K +13 +0.5%
T
3449
Tidemark
California
$286K -$22.5K -215 -8%
MWM
3450
MorganRosel Wealth Management
Colorado
$286K -$7.64K -73 -3%

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.