Firefly Aerospace
FLY
147 hedge funds and large institutions have $1.31B invested in Firefly Aerospace in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 32 closing their positions.
121% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 19
91% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 32
25% more funds holding
Funds holding: 118 → 147 (+29)
19% more call options, than puts
Call options by funds: $39.8M | Put options by funds: $33.4M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.74% less ownership
Funds ownership: 42.56% → 36.82% (-5.7%)
25% less capital invested
Capital invested by funds: $1.76B → $1.31B (-$445M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$28.7M |
| 2 |
Temasek Holdings
Singapore
|
+$14.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$12M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$10.6M |
| 5 |
BlackRock
New York
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$41.3M |
| 2 |
ICP
Ilex Capital Partners
London,
United Kingdom
|
-$38.6M |
| 3 |
AIP
AE Industrial Partners
Boca Raton,
Florida
|
-$24.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$22.9M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$12.8M |
FLY Hedge Fund Activity: Q4 2025 in Review
147 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Firefly Aerospace (FLY) for Q4 2025, worth a combined $1.31B — down 25% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new FLY positions and 32 closed out — a net gain of 29 holders — while 42 added to existing stakes and 19 trimmed.
The largest buyer was UBS Group, adding an estimated $28.7M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $41.3M sold.
- 147 institutional investors held Firefly Aerospace (FLY) as of Q4 2025, up from 118 in Q3 2025.
- Funds reported $1.31B of Firefly Aerospace stock for Q4 2025, down 25% quarter-over-quarter.
- 61 funds opened new Firefly Aerospace positions in Q4 2025 and 32 closed out, a net change of +29 holders.
- The largest Firefly Aerospace buyer in Q4 2025 was UBS Group, an estimated $28.7M added.
- The largest Firefly Aerospace seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $41.3M sold.
Based on aggregated 13F filings for Q4 2025.