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Volato Group
SOAR

Overview Fund Activity

20 hedge funds and large institutions have $561K invested in Volato Group in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$208K
2
BlackRock
2
BlackRock
New York
$16.2K
3
HF
3
HRT Financial
New York
$12K
4
XT
4
XTX Topco
Cayman Islands
$8.57K
5
Wells Fargo
5
Wells Fargo
California
$5.85K

Top Sellers

1
CC
1
Chicago Capital
Illinois
$0
2
Jane Street
2
Jane Street
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$17.9K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$208K 355,929 +197,184 +124%
BFM
2
Boston Financial Management
Massachusetts
$81.2K 138,829 – –
Neuberger Berman Group
3
Neuberger Berman Group
New York
$67.7K 115,846 – –
CA
4
Calton & Associates
Florida
$42.6K 72,874 -7,126 -9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$40.4K 68,993 +131 +0.2%
IC
6
IEQ Capital
California
$22.2K 37,953 – –
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$17.9K 30,581 -25,120 -45%
BlackRock
8
BlackRock
New York
$16.2K 27,690 +26,207 +1,767%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13K 22,066 – –
HF
10
HRT Financial
New York
$12K 20,562 +20,562 New
XT
11
XTX Topco
Cayman Islands
$8.57K 14,663 +14,663 New
Northern Trust
12
Northern Trust
Illinois
$6.78K 11,605 – –
RJA
13
Raymond James & Associates
Florida
$5.85K 10,000 – –
Wells Fargo
14
Wells Fargo
California
$5.85K 10,000 +9,906 +10,538%
TRCT
15
Tower Research Capital (TRC)
New York
$5.75K 9,833 +9,833 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.93K 5,000 +5,000 New
MA
17
Montag & Associates
Georgia
$2.92K 5,000 +5,000 New
UBS Group
18
UBS Group
Switzerland
$731 1,249 +1,249 New
Bank of America
19
Bank of America
North Carolina
$258 442 +442 New
KFS
20
Kelly Financial Services
Massachusetts
$74 127 – –
CC
21
Chicago Capital
Illinois
– – -53,625 Closed
Jane Street
22
Jane Street
New York
– – -10,771 Closed
Morgan Stanley
23
Morgan Stanley
New York
– – -8,874 Closed
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
– – -1,342 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –