Airbnb

ABNB • NASDAQ

Airbnb is a travel services company in the consumer cyclical sector on NASDAQ, led by Brian Chesky, with a market cap of $73.3B. As of Q3 2025, 56% of shares are held by 1,163 institutional investors, with VANGUARD GROUP INC as the largest holder at 6.25%.

CEOBrian Chesky

Market Cap$73.3B

Travel Services

Consumer Cyclical

Employees6.9K

Websiteairbnb.com

Country

United States of America

Overview

Overview of institutional ownership in ABNB as of Q3 2025 with a market cap of $74.3B

All Institutions

Institutions: 1,163
Value Held: $41.3B
Shares Held: 339.9M
Avg Position: $35.5M
Median Position: $997.2K

Hedge Funds

Hedge Funds: 91
Value Held: $4.3B
Shares Held: 35.7M
Avg Position: $47.7M
Median Position: $2.8M

Ownership Breakdown

Institutional (non-HF)

49.69%

$36.9B

Hedge Funds

5.83%

$4.3B

Retail & Other

44.48%

$33.1B

Based on market cap of $74.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ABNB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$4.6B 0.07% of portfolio	6.25% 38.3M shares	Q4 2020 Held for 4y 11m	$6.69T
B BlackRock, Inc. Institution	-	$3.9B 0.07% of portfolio	5.25% 32.1M shares	Q4 2020 Held for 4y 11m	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.2B 0.08% of portfolio	2.94% 18.0M shares	Q4 2020 Held for 4y 11m	$2.88T
HARRIS ASSOCIATES L P Long Only Manager	David Gregory Herro Chairman	$1.9B 3.01% of portfolio	2.52% 15.5M shares	Q4 2024 Held for 11 months	$62.4B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.5B 0.09% of portfolio	2.04% 12.5M shares	Q4 2020 Held for 4y 11m	$1.65T
FMR LLC Institution	-	$1.2B 0.06% of portfolio	1.67% 10.2M shares	Q4 2020 Held for 4y 11m	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.2B 0.08% of portfolio	1.64% 10.0M shares	Q4 2020 Held for 4y 11m	$1.57T
EDGEWOOD MANAGEMENT LLC Long Only Manager	Alexander Manouchehr Farman-Farmaian Chairman	$1.2B 4.17% of portfolio	1.58% 9.7M shares	Q1 2023 Held for 2y 8m	$28.2B
Clearbridge Investments, LLC Long Only Manager	John Randolph Haller COO	$711.2M 0.54% of portfolio	0.96% 5.9M shares	Q1 2022 Held for 3y 8m	$132.87B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$666.7M 0.11% of portfolio	0.90% 5.5M shares	Q4 2020 Held for 4y 11m	$633.08B

Net Capital Flow

Institutional buying and selling activity for ABNB in Q3 2025

Net Flow: +$218.2M
Buyers: 479
Sellers: 560
Total Bought: +$4.5B
Total Sold: −$4.2B
Avg Position: $33.5M

Biggest Buyers

Institution	Net Bought	Current Position
D D. E. Shaw & Co., Inc. Institution	+$359.5M +3.0M shares	$395.1M 3.3M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$336.6M +2.8M shares	$425.1M 3.5M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	+$330.8M +2.7M shares	$403.8M 3.3M shares
B BlackRock, Inc. Institution	+$305.0M +2.5M shares	$3.9B 32.1M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$191.5M +1.6M shares	$518.5M 4.3M shares
VAN ECK ASSOCIATES CORP ETF Provider	+$166.8M +1.4M shares	$169.3M 1.4M shares
HARRIS ASSOCIATES L P Long Only Manager	+$147.7M +1.2M shares	$1.9B 15.5M shares
UBS Group AG Institution	+$119.0M +980.4K shares	$207.3M 1.7M shares
R ROYAL BANK OF CANADA Institution	+$119.0M +980.2K shares	$490.3M 4.0M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$115.8M +954.0K shares	$188.8M 1.6M shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$475.2M −3.9M shares	$1.2B 10.2M shares
JENNISON ASSOCIATES LLC Long Only Manager	−$472.7M −3.9M shares	$73.8M 607.9K shares
POLEN CAPITAL MANAGEMENT LLC Long Only Manager	−$410.4M −3.4M shares	$482.6M 4.0M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$268.7M −2.2M shares	$527.3M 4.3M shares
GOLDMAN SACHS GROUP INC Institution	−$246.8M −2.0M shares	$274.8M 2.3M shares
Meritage Group LP Family Office	−$167.0M −1.3M shares	Sold Off 0 shares
PRINCIPAL FINANCIAL GROUP INC Institution	−$145.7M −1.2M shares	$244.5M 2.0M shares
Q Qube Research & Technologies Ltd Institution	−$114.8M −945.1K shares	$32.6M 268.3K shares
EDGEWOOD MANAGEMENT LLC Long Only Manager	−$111.5M −918.2K shares	$1.2B 9.7M shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	−$105.5M −797.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ABNB in Q3 2025

New Positions: 70
New Value: $701.3M
Exited Positions: 157
Exited Value: $816.5M

New Positions

Institution	Position Value
Independent Franchise Partners LLP Long Only Manager	$505.7M 4.2M shares
Contour Asset Management LLC Hedge Fund•Long/Short	$116.9M 962.6K shares
S Svenska Handelsbanken AB Institution	$24.3M 200.0K shares
Morningstar Investment Management LLC Long Only Manager	$8.6M 71.2K shares
P PEAK6 LLC Institution	$7.1M 58.3K shares
L Longaeva Partners L.P. Institution	$7.0M 57.4K shares
P Polymer Capital Management LTD Hedge Fund•Multi-Strategy	$2.9M 24.0K shares
O Oxbow Advisors, LLC RIA/Wealth	$2.7M 22.6K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$2.6M 18.9K shares
P PKO Investment Management Joint-Stock Co RIA/Wealth	$2.1M 17.0K shares

Exited Positions

Institution	Previous Position
Meritage Group LP Family Office	$167.0M 1.3M shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$105.5M 797.1K shares
PARNASSUS INVESTMENTS /CA Long Only Manager	$92.6M 699.8K shares
a16z Perennial Management, L.P. Fund of Funds	$68.4M 517.1K shares
S SC US , LTD. Institution	$67.6M 511.1K shares
Junto Capital Management LP Hedge Fund•Long/Short	$43.0M 325.2K shares
H HRT FINANCIAL LLC Institution	$26.9M 203.1K shares
Benchstone Capital Management LP Hedge Fund•Long/Short	$24.5M 184.8K shares
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$18.0M 135.8K shares
R Railway Pension Investments Ltd Institution	$16.2M 122.1K shares

Options Activity

Institutions with the largest Call and Put options positions in ABNB as of Q3 2025

Call Positions: 54
Call Value: $1.2B
Put Positions: 56
Put Value: $1.5B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$213.7M 17.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$186.8M 15.4K contracts
J JANE STREET GROUP, LLC Institution	$72.4M 6.0K contracts
T Toroso Investments, LLC ETF Provider	$71.9M 5.9K contracts
BANK OF AMERICA CORP /DE/ Institution	$56.3M 4.6K contracts
Walleye Trading LLC RIA/Wealth	$46.7M 3.8K contracts
W WOLVERINE TRADING, LLC Institution	$44.5M 3.6K contracts
UBS Group AG Institution	$43.7M 3.6K contracts
D D. E. Shaw & Co., Inc. Institution	$40.7M 3.3K contracts
Q Qube Research & Technologies Ltd Institution	$40.6M 3.3K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$195.8M 16.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$149.5M 12.3K contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$124.6M 10.3K contracts
P PEAK6 LLC Institution	$99.2M 8.2K contracts
J JANE STREET GROUP, LLC Institution	$83.4M 6.9K contracts
D D. E. Shaw & Co., Inc. Institution	$75.6M 6.2K contracts
GOLDMAN SACHS GROUP INC Institution	$70.6M 5.8K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$64.3M 5.3K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$60.9M 50.1 contracts
UBS Group AG Institution	$58.8M 4.8K contracts

Most Committed Institutions

Institutions with ABNB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M MKA Charitable Fund Institution	-	100.00% $231.4M	0.31% 1.9M shares	Q4 2023 Held for 1y 11m	$231.4M
C Consulta Ltd Institution	-	10.36% $182.1M	0.25% 1.5M shares	Q1 2025 Held for 8 months	$1.8B
DRH Investments, Inc. RIA/Wealth	David R Hansen President	10.09% $11.1M	0.01% 91.3K shares	Q4 2024 Held for 11 months	$109.8M
P Paragon Capital Management Ltd RIA/Wealth	Alberto Chocron Managing Partner	8.84% $47.0M	0.06% 386.9K shares	Q3 2021 Held for 4y 2m	$531.6M
S Svenska Handelsbanken AB Institution	-	8.50% $24.3M	0.03% 200.0K shares	Q3 2025 Held for 2 months	$285.6M
Geo Capital Gestora de Recursos Ltd Hedge Fund•Value	Andre Won Suk Kim Partner	6.80% $3.4M	0.00% 27.7K shares	Q4 2022 Held for 2y 11m	$49.5M
Y York GP, Ltd. Institution	-	6.62% $6.1M	0.01% 50.0K shares	Q2 2025 Held for 5 months	$91.7M
G GCQ FUNDS MANAGEMENT PTY Ltd Institution	-	5.75% $37.8M	0.05% 311.7K shares	Q1 2025 Held for 8 months	$658.5M
T Two Creeks Capital Management, LP Hedge Fund•Long/Short	Ryan Allen Pedlow CEO	4.31% $59.9M	0.08% 493.5K shares	Q1 2023 Held for 2y 8m	$1.4B
AKRE CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	John Hallmark Neff CEO	4.20% $421.7M	0.57% 3.5M shares	Q2 2024 Held for 1y 5m	$10.0B

Hedge Fund Spotlight

Discover hedge funds investing in ABNB

JACOBS LEVY EQUITY MANAGEMENT, INC

Hedge Fund • Quant

Portfolio ManagerKenneth Neil Levy

Portfolio Value: $25.2B
Positions: 953
Last Reported: Q3 2025

Sector Allocation

Position in Airbnb

Market Value: $46.6M
Shares Held: 383.9K
Portfolio Weight: 0.19%
Owned Since: 2021-Q3

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