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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
AWM
4126
Abound Wealth Management
Tennessee
$136K -$234 -2 -0.2%
RFA
4127
Reyes Financial Architecture
California
$135K +$147K +1,254 New
AT
4128
Avalon Trust
New Mexico
$134K
PP
4129
PrairieView Partners
Minnesota
$130K -$14K -120 -9%
MWM
4130
Mascoma Wealth Management
New Hampshire
$125K -$936 -8 -0.7%
MBFW
4131
Morton Brown Family Wealth
Pennsylvania
$125K -$31.8K -272 -19%
DWM
4132
Darwin Wealth Management
Florida
$119K -$300K -2,561 -70%
LFASL
4133
Lugano Financial Advisors SA (LFA)
Switzerland
$118K +$14.5K +124 +13%
GWMI
4134
Guardian Wealth Management (Illinois)
Illinois
$117K +$12.5K +107 +11%
FLP
4135
Financial Life Planners
Arizona
$116K +$126K +1,075 New
BL
4136
Bleichroeder LP
New York
$116K
WA
4137
WPG Advisers
Maryland
$115K +$125K +1,070 New
NWM
4138
Navigoe Wealth Management
California
$115K +$126K +1,074 New
FRA
4139
Front Row Advisors
California
$112K -$9.36K -80 -7%
TVWM
4140
Tower View Wealth Management
Wisconsin
$111K -$1.4K -12 -1%
CJL
4141
Cyrus J. Lawrence
New York
$111K +$20.4K +174 +20%
DP
4142
Denver PWM
Colorado
$110K -$1.87K -16 -2%
CCM
4143
Cutler Capital Management
Massachusetts
$110K +$119K +1,021 New
PFG
4144
Putney Financial Group
California
$109K +$118K +1,013 New
AFS
4145
Anderson Financial Strategies
Ohio
$108K +$117K +1,000 New
QL
4146
Quarry LP
New York
$107K +$64.6K +552 +124%
WFA
4147
West Financial Advisors
Iowa
$105K +$28K +239 +32%
CAM
4148
Costello Asset Management
Pennsylvania
$105K +$23.4K +200 +26%
BA
4149
Bellwether Advisors
Nebraska
$104K +$113K +969 New
CH
4150
Canton Hathaway
Rhode Island
$104K

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.