Firefly Aerospace
269 hedge funds and large institutions have $2.79B invested in Firefly Aerospace in 2026 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 119 increasing their positions, 34 reducing their positions, and 34 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 34
179% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 34
77% more call options, than puts
Call options by funds: $249M | Put options by funds: $141M
52% more capital invested
Capital invested by funds: $1.84B → $2.79B (+$949M)
27% more funds holding
Funds holding: 212 → 269 (+57)
18.73% more ownership
Funds ownership: 40.44% → 59.18% (+19%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$145M |
| 2 |
State Street
Boston,
Massachusetts
|
+$138M |
| 3 |
Two Sigma Investments
New York
|
+$101M |
| 4 |
TE
Tema ETFs
New York
|
+$85.3M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$81.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$36M |
| 2 |
AIP
AE Industrial Partners
Boca Raton,
Florida
|
-$26.1M |
| 3 |
Temasek Holdings
Singapore
|
-$24.8M |
| 4 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$22.4M |
| 5 |
Walleye Capital
New York
|
-$7.37M |
FLY Hedge Fund Activity: Q2 2026 in Review
269 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Firefly Aerospace (FLY) for Q2 2026, worth a combined $2.79B — up 52% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new FLY positions and 34 closed out — a net gain of 61 holders — while 119 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock, adding an estimated $145M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $36M sold.
- 269 institutional investors held Firefly Aerospace (FLY) as of Q2 2026, up from 212 in Q1 2026.
- Funds reported $2.79B of Firefly Aerospace stock for Q2 2026, up 52% quarter-over-quarter.
- 95 funds opened new Firefly Aerospace positions in Q2 2026 and 34 closed out, a net change of +61 holders.
- The largest Firefly Aerospace buyer in Q2 2026 was BlackRock, an estimated $145M added.
- The largest Firefly Aerospace seller in Q2 2026 was Point72 Asset Management, an estimated $36M sold.
Based on aggregated 13F filings for Q2 2026.