Dragonfly Energy
DFLI
28 hedge funds and large institutions have $1.48M invested in Dragonfly Energy in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 11 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
5.92% more ownership
Funds ownership: 1.37% → 7.29% (+5.9%)
15% less funds holding
Funds holding: 33 → 28 (-5)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
71% less capital invested
Capital invested by funds: $5.09M → $1.48M (-$3.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$153K |
| 2 |
CCA
Cygnus Capital Advisors
Atlanta,
Georgia
|
+$79.4K |
| 3 |
State Street
Boston,
Massachusetts
|
+$51.7K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$47.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$39.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$1.45M |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$602K |
| 3 |
Jane Street
New York
|
-$266K |
| 4 |
LCM
Legato Capital Management
San Francisco,
California
|
-$185K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NECFA
26
New England Capital Financial Advisors
Meriden,
Connecticut
| $2 | – | – | – |
|
|
ADL
27
Asset Dedication LLC
San Francisco,
California
| $2 | +$3 | +1 | New |
|
|
EIM
28
Essex Investment Management
Boston,
Massachusetts
| – | -$602K | -196,007 | Closed |
|
|
29
Jane Street
New York
| – | -$266K | -86,762 | Closed |
|
|
LCM
30
Legato Capital Management
San Francisco,
California
| – | -$185K | -60,142 | Closed |
|
|
31
SEI Investments
Oaks,
Pennsylvania
| – | -$105K | -34,265 | Closed |
|
|
OAC
32
OMERS Administration Corp
Toronto,
Ontario, Canada
| – | -$47.2K | -15,360 | Closed |
|
|
FFA
33
Farther Finance Advisors
San Francisco,
California
| – | -$2.3K | -750 | Closed |
|
34
Belvedere Trading
Chicago,
Illinois
| – | -$758 | -247 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | -$537 | -175 | Closed |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$252 | -82 | Closed |
|
37
BNP Paribas Financial Markets
Paris,
France
| – | -$6 | -2 | Closed |
|
38
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$407 | +139 | New |
|
DFLI Hedge Fund Activity: Q1 2026 in Review
28 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Dragonfly Energy (DFLI) for Q1 2026, worth a combined $1.48M — down 71% from $5.09M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DFLI and 8 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Geode Capital Management, adding an estimated $153K. The largest seller was Alyeska Investment Group, cutting an estimated $1.45M.
- 28 institutional investors held Dragonfly Energy (DFLI) as of Q1 2026, down from 33 in Q4 2025.
- Funds reported $1.48M of Dragonfly Energy stock for Q1 2026, down 71% quarter-over-quarter.
- 8 funds opened new Dragonfly Energy positions in Q1 2026 and 11 closed out, a net change of -3 holders.
- The largest Dragonfly Energy buyer in Q1 2026 was Geode Capital Management, an estimated $153K added.
- The largest Dragonfly Energy seller in Q1 2026 was Alyeska Investment Group, an estimated $1.45M sold.
Based on aggregated 13F filings for Q1 2026.