Gogo Inc
GOGO
211 hedge funds and large institutions have $453M invested in Gogo Inc in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 30 closing their positions.
177% more call options, than puts
Call options by funds: $7.37M | Put options by funds: $2.66M
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
15% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 65
4% more funds holding
Funds holding: 202 → 211 (+9)
4.78% less ownership
Funds ownership: 77.31% → 72.53% (-4.8%)
20% less capital inflows, than outflows
Capital inflows: $176M | Capital outflows: $221M
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nantahala Capital Management
New Canaan,
Connecticut
|
+$49.8M |
| 2 |
Millennium Management
New York
|
+$15.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$8.26M |
| 4 |
Goldman Sachs
New York
|
+$6.68M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$5.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$72.4M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$44.3M |
| 3 |
LP
LB Partners
Charlottesville,
Virginia
|
-$22.6M |
| 4 |
Silvercrest Asset Management
New York
|
-$15M |
| 5 |
SCP Investment
Orinda,
California
|
-$12M |
GOGO Hedge Fund Activity: Q4 2025 in Review
211 of the 8,307 institutional investors tracked by Wall St. Rank reported a position in Gogo Inc (GOGO) for Q4 2025, worth a combined $453M — down 49% from $888M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new GOGO positions and 30 closed out — a net gain of 16 holders — while 75 added to existing stakes and 65 trimmed.
The largest buyer was Nantahala Capital Management, opening a new position worth an estimated $49.8M. The largest seller was Fidelity Investments, cutting an estimated $72.4M.
- 211 institutional investors held Gogo Inc (GOGO) as of Q4 2025, up from 202 in Q3 2025.
- Funds reported $453M of Gogo Inc stock for Q4 2025, down 49% quarter-over-quarter.
- 46 funds opened new Gogo Inc positions in Q4 2025 and 30 closed out, a net change of +16 holders.
- The largest Gogo Inc buyer in Q4 2025 was Nantahala Capital Management, an estimated $49.8M added.
- The largest Gogo Inc seller in Q4 2025 was Fidelity Investments, an estimated $72.4M sold.
Based on aggregated 13F filings for Q4 2025.