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ExxonMobil

4,539 hedge funds and large institutions have $334B invested in ExxonMobil in 2025 Q4 according to their latest regulatory filings, with 526 funds opening new positions, 1,952 increasing their positions, 1,632 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more first-time investments, than exits

New positions opened: 526 | Existing positions closed: 106

22% more call options, than puts

Call options by funds: $5.62B | Put options by funds: $4.62B

20% more repeat investments, than reductions

Existing positions increased: 1,952 | Existing positions reduced: 1,632

15% more funds holding in top 10

Funds holding in top 10: 152175 (+23)

9% more capital invested

Capital invested by funds: $305B → $334B (+$28.8B)

8% more funds holding

Funds holding: 4,2124,539 (+327)

2.23% more ownership

Funds ownership: 63.4%65.64% (+2.2%)

Holders
4,539
Holders Change
+327
Holders Change %
+7.76%
% of All Funds
55.23%
Holding in Top 10
175
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+15.13%
% of All Funds
2.13%
New
526
Increased
1,952
Reduced
1,632
Closed
106
Calls
$5.62B
Puts
$4.62B
Net Calls
+$999M
Net Calls Change
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
SN
2001
Sittner & Nelson
Oregon
$2.04M +$33.3K +287 +2%
7WCP
2002
71 West Capital Partners
Massachusetts
$2.03M +$1.95M +16,853 New
LIA
2003
LS Investment Advisors
Michigan
$2.03M -$459K -3,960 -19%
CIA
2004
Compass Ion Advisors
Pennsylvania
$2.02M -$4.87K -42 -0.2%
WA
2005
WealthTrust Axiom
Pennsylvania
$2.02M +$5.8K +50 +0.3%
AP
2006
Atwood & Palmer
Missouri
$2.01M
WA
2007
Wealth Architects
California
$2.01M -$43.5K -375 -2%
CS
2008
Capital Square
Tennessee
$2.01M +$198K +1,703 +11%
FEG
2009
Financial Enhancement Group
Indiana
$2.01M +$1.54M +13,241 +744%
GCWM
2010
Guided Capital Wealth Management
Texas
$2M -$48.4K -417 -2%
BAM
2011
BOS Asset Management
Illinois
$2M +$54.2K +467 +3%
BFA
2012
Brendel Financial Advisors
New Hampshire
$1.99M +$5.22K +45 +0.3%
EFSCE
2013
Enterprise Financial Services Corp (EFSC)
Missouri
$1.99M +$48.6K +419 +3%
OC
2014
Optima Capital
Oregon
$1.99M -$27.1K -234 -1%
KCM
2015
Kennondale Capital Management
Virginia
$1.99M
PPC
2016
Park Place Capital
Alabama
$1.99M -$271K -2,333 -12%
SOAM
2017
SBI Okasan Asset Management
Japan
$1.99M +$1.91M +16,500 New
CRB
2018
Chad R. Baker
$1.98M
GWANC
2019
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.98M +$19.9K +172 +1%
MA
2020
MJP Associates
Connecticut
$1.98M +$169K +1,456 +10%
AA
2021
Alta Advisers
United Kingdom
$1.98M -$707K -6,100 -27%
EHWM
2022
Eads & Heald Wealth Management
Georgia
$1.97M -$10.7K -92 -0.6%
ICP
2023
Interchange Capital Partners
Pennsylvania
$1.97M +$1.05M +9,030 +123%
RIA
2024
Rhodes Investment Advisors
Texas
$1.97M +$1.9M +16,364 New
BI
2025
BluePrint Investing
California
$1.97M +$1.9M +16,363 New