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Volato Group
SOAR

22 hedge funds and large institutions have $237K invested in Volato Group in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 22 → 22 (0)

0% less ownership

Funds ownership: 0.13% → 0.13% (-0%)

37% less capital invested

Capital invested by funds: $376K → $237K (-$140K)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
1
Reduced
2
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
+$24.1K
2
Blackstone Inc
Blackstone Inc
New York
+$22.8K
3
UBS Group
UBS Group
Switzerland
+$21.8K
4
CA
Calton & Associates
Florida
+$20K
5
Mariner
Mariner
Kansas
+$6.96K

Top Sellers

Rank Fund Capital Flow
1
MF
Magnetar Financial
Illinois
-$57.2K
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$24K
3
IC
IEQ Capital
California
-$14.9K
4
TSS
Two Sigma Securities
New York
-$12.4K
5
CFO
Callan Family Office
Pennsylvania
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$87.2K – – –
Geode Capital Management
2
Geode Capital Management
Massachusetts
$25.8K – – –
VF
3
Virtu Financial
New York
$22K +$24.1K +3,521 New
Blackstone Inc
4
Blackstone Inc
New York
$20.8K +$22.8K +3,321 New
UBS Group
5
UBS Group
Switzerland
$19.4K +$21.8K +3,175 New
CA
6
Calton & Associates
Florida
$17.9K +$20K +2,915 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9K +$3.62K +528 +60%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$6.92K -$24K -3,504 -76%
Mariner
9
Mariner
Kansas
$6.22K +$6.96K +1,015 New
XT
10
XTX Topco
Cayman Islands
$5.32K -$877 -128 -13%
GSC
11
Ground Swell Capital
South Carolina
$3.83K +$4.28K +625 New
Raymond James Financial
12
Raymond James Financial
Florida
$2.94K +$3.29K +480 New
Northern Trust
13
Northern Trust
Illinois
$2.84K – – –
Wells Fargo
14
Wells Fargo
California
$2.45K – – –
MA
15
Montag & Associates
Georgia
$1.23K – – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.23K – – –
Jones Financial Companies
17
Jones Financial Companies
Missouri
$735 +$822 +120 New
BlackRock
18
BlackRock
New York
$363 – – –
NFSG
19
Newbridge Financial Services Group
Florida
$331 +$370 +54 New
Bank of America
20
Bank of America
North Carolina
$115 – – –
QCG
21
Quadrant Capital Group
Ohio
$66 +$75 +11 New
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$13 – – –
SS
23
SBI Securities
Japan
$1 – – –
MF
24
Magnetar Financial
Illinois
– -$57.2K -6,164 Closed
IC
25
IEQ Capital
California
– -$14.9K -1,518 Closed
1
2

SOAR Hedge Fund Activity: Q4 2024 in Review

22 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Volato Group (SOAR) for Q4 2024, worth a combined $237K — down 37% from $376K a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SOAR positions and 9 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $24.1K. The largest seller was Magnetar Financial, exiting entirely with an estimated $57.2K sold.

  • 22 institutional investors held Volato Group (SOAR) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $237K of Volato Group stock for Q4 2024, down 37% quarter-over-quarter.
  • 10 funds opened new Volato Group positions in Q4 2024 and 9 closed out, a net change of +1 holder.
  • The largest Volato Group buyer in Q4 2024 was Virtu Financial, an estimated $24.1K added.
  • The largest Volato Group seller in Q4 2024 was Magnetar Financial, an estimated $57.2K sold.

Based on aggregated 13F filings for Q4 2024.