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
IHWM
3926
Iron Horse Wealth Management
Iowa
$252K -$14.7K -126 -5%
VWA
3927
Valued Wealth Advisors
Utah
$252K +$34.3K +293 +14%
PFM
3928
Phillips Financial Management
Indiana
$252K +$26.8K +229 +11%
XPN
3929
XY Planning Network
Montana
$251K +$273K +2,337 New
CPW
3930
Crestmont Private Wealth
Texas
$251K +$117 +1 +0%
PCM
3931
Princeton Capital Management
New Jersey
$251K +$3.04K +26 +1%
BZWA
3932
Blue Zone Wealth Advisors
California
$251K +$4.68K +40 +2%
RFA
3933
Rollins Financial Advisors
New York
$251K +$234 +2 +0.1%
LIS
3934
Legacy Investment Solutions
Idaho
$251K -$26.4K -226 -9%
LWMI
3935
Legacy Wealth Management (Idaho)
Idaho
$251K -$26.4K -226 -9%
PM
3936
Parametrica Management
Hong Kong
$250K +$272K +2,325 New
MWM
3937
MorganRosel Wealth Management
Colorado
$250K +$33.2K +284 +14%
FI
3938
FWG Investments
Kentucky
$249K +$11.7K +100 +5%
MTIC
3939
Missouri Trust & Investment Company
Missouri
$249K +$38.8K +332 +17%
IPW
3940
Intergy Private Wealth
Colorado
$249K +$9.12K +78 +3%
BF
3941
Bonfire Financial
Colorado
$248K +$270K +2,308 New
CFO
3942
Collective Family Office
Pennsylvania
$247K +$16.8K +144 +7%
PWM
3943
Proathlete Wealth Management
Florida
$247K
TWP
3944
Total Wealth Planning
Ohio
$246K -$6.55K -56 -2%
FS
3945
Ferguson Shapiro
Georgia
$245K +$17.4K +149 +7%
CM
3946
Cercano Management
Washington
$245K
XWM
3947
Xcel Wealth Management
Florida
$245K
MCFP
3948
Mallini Complete Financial Planning
Florida
$244K
CAM
3949
CPA Asset Management
Florida
$244K
EFP
3950
EnRich Financial Partners
Wisconsin
$244K

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.