We are live on ! Find out more
XOM icon

ExxonMobil

4,264 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, 1,668 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: 3,9264,264 (+338)

0.45% more ownership

Funds ownership: 63.88%64.33% (+0.45%)

0% less repeat investments, than reductions

Existing positions increased: 1,668 | 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
4,264
Holders Change
+338
Holders Change %
+8.61%
% of All Funds
56.16%
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
1,668
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
WP
2101
Westmount Partners
California
$1.63M -$30.3K -259 -2%
DWM
2102
Dechtman Wealth Management
Colorado
$1.63M -$18.6K -159 -1%
CCAM
2103
Cascades Capital Asset Management
North Carolina
$1.63M +$9.12K +78 +0.5%
HWP
2104
Heritage Wealth Partners
Ohio
$1.63M -$86.9K -743 -5%
VC
2105
Vicus Capital
Pennsylvania
$1.63M +$44.1K +377 +3%
DBRC
2106
D.B. Root & Company
Pennsylvania
$1.63M +$16.7K +143 +1%
PWA
2107
Providence Wealth Advisors
Illinois
$1.63M +$2.11K +18 +0.1%
HNW
2108
High Note Wealth
Minnesota
$1.62M -$936 -8 -0.1%
BFP
2109
Briaud Financial Planning
Texas
$1.62M +$121K +1,036 +7%
AA
2110
Auxano Advisors
Washington
$1.61M -$35.1K -300 -2%
AFA
2111
AllGen Financial Advisors
Florida
$1.61M -$266K -2,274 -13%
TCM
2112
Tradewinds Capital Management
Washington
$1.61M +$1.49M +12,709 +560%
ICM
2113
Islay Capital Management
Texas
$1.61M +$108K +921 +7%
RWP
2114
Ridgecrest Wealth Partners
California
$1.61M -$175K -1,500 -9%
FCIM
2115
Fairview Capital Investment Management
California
$1.61M -$43.9K -375 -2%
MWM
2116
Melfa Wealth Management
Massachusetts
$1.61M +$16.8K +144 +1%
ATWA
2117
Arbor Trust Wealth Advisors
Michigan
$1.61M +$703K +6,012 +67%
WIM
2118
WealthPlan Investment Management
Nebraska
$1.61M -$111K -953 -6%
JCFM
2119
JBR Co Financial Management
Oklahoma
$1.61M +$10.5K +90 +0.6%
LCWP
2120
Legacy Capital Wealth Partners
Arkansas
$1.6M -$1.19M -10,156 -5%
Financial Engines Advisors
2121
Financial Engines Advisors
California
$1.6M +$648K +5,543 +59%
WCM
2122
WealthBridge Capital Management
Ohio
$1.6M +$76.2K +651 +5%
HPG
2123
Harvest Portfolios Group
Ontario, Canada
$1.6M +$10.4K +89 +0.6%
CFO
2124
CVA Family Office
Colorado
$1.59M +$42.3K +362 +3%
ISFAN
2125
Investor's Fiduciary Advisor Network
Washington
$1.59M +$1.73M +14,789 New

XOM Hedge Fund Activity: Q4 2024 in Review

4,264 of the 7,593 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 1,668 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.

  • 4,264 institutional investors held ExxonMobil (XOM) as of Q4 2024, up from 3,926 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.