Firefly Aerospace
212 hedge funds and large institutions have $1.84B invested in Firefly Aerospace in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 28 closing their positions.
246% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 28
152% more call options, than puts
Call options by funds: $246M | Put options by funds: $97.8M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 30
44% more funds holding
Funds holding: 147 → 212 (+65)
40% more capital invested
Capital invested by funds: $1.31B → $1.84B (+$525M)
3.62% more ownership
Funds ownership: 36.82% → 40.44% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$51.6M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$23.4M |
| 3 |
BlackRock
New York
|
+$14.2M |
| 4 |
LA
LBP AM
Paris,
France
|
+$12.6M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$27.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$17.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.2M |
| 4 |
Two Sigma Investments
New York
|
-$10.2M |
| 5 |
Temasek Holdings
Singapore
|
-$9.9M |
FLY Hedge Fund Activity: Q1 2026 in Review
212 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Firefly Aerospace (FLY) for Q1 2026, worth a combined $1.84B — up 40% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new FLY positions and 28 closed out — a net gain of 69 holders — while 60 added to existing stakes and 30 trimmed.
The largest buyer was VanEck Associates, opening a new position worth an estimated $51.6M. The largest seller was Hudson Bay Capital Management, cutting an estimated $27.5M.
- 212 institutional investors held Firefly Aerospace (FLY) as of Q1 2026, up from 147 in Q4 2025.
- Funds reported $1.84B of Firefly Aerospace stock for Q1 2026, up 40% quarter-over-quarter.
- 97 funds opened new Firefly Aerospace positions in Q1 2026 and 28 closed out, a net change of +69 holders.
- The largest Firefly Aerospace buyer in Q1 2026 was VanEck Associates, an estimated $51.6M added.
- The largest Firefly Aerospace seller in Q1 2026 was Hudson Bay Capital Management, an estimated $27.5M sold.
Based on aggregated 13F filings for Q1 2026.