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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
Legacy Financial Group (Iowa)
3501
Legacy Financial Group (Iowa)
Iowa
$404K +$439K +3,757 New
BFS
3502
BridgePort Financial Solutions
Iowa
$404K +$429K +3,665 New
OFS
3503
Oldfather Financial Services
Nebraska
$404K -$9.71K -83 -2%
SL
3504
Summitry LLC
California
$403K -$101K -863 -19%
WAG
3505
Wheelhouse Advisory Group
Missouri
$403K +$13.1K +112 +3%
SWA
3506
ShankerValleau Wealth Advisors
Illinois
$403K
GPW
3507
Genesis Private Wealth
Virginia
$402K +$437K +3,737 New
NEWAS
3508
N.E.W. Advisory Services
Wisconsin
$402K -$42.6K -364 -9%
FWM
3509
Forefront Wealth Management
Pennsylvania
$401K +$436K +3,730 New
AI
3510
Axecap Investments
Ohio
$401K +$13.5K +115 +3%
MTIM
3511
Marathon Trading Investment Management
Pennsylvania
$401K +$119K +1,016 +37%
PWMG
3512
Private Wealth Management Group
New Jersey
$400K -$37.9K -324 -8%
LAM
3513
Lewis Asset Management
California
$400K +$13.1K +112 +3%
ABLA
3514
Alan B. Lancz & Associates
Ohio
$399K -$29.2K -250 -6%
AAIM
3515
Asset Advisors Investment Management
Georgia
$398K -$11.7K -100 -3%
FWP
3516
Falcon Wealth Planning
California
$398K +$83.9K +717 +24%
NO
3517
Ninety One
South Africa
$397K -$460K -3,930 -52%
OFP
3518
OLIO Financial Planning
Virginia
$396K +$431K +3,681 New
BIA
3519
Bell Investment Advisors
California
$395K -$12.4K -106 -3%
SCG
3520
Sonata Capital Group
Washington
$394K
WCM
3521
Warburton Capital Management
Oklahoma
$394K +$430K +3,672 New
GCM
3522
Goldstream Capital Management
Hong Kong
$394K -$498K -4,260 -54%
CWM
3523
Cherrydale Wealth Management
New Jersey
$394K -$64.3K -550 -13%
GA
3524
Goldstein Advisors
Wisconsin
$394K +$52.2K +446 +14%
OPOWM
3525
One Plus One Wealth Management
Florida
$393K -$68.1K -582 -14%

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.