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Volato Group
SOAR

12 hedge funds and large institutions have $51K invested in Volato Group in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

1.42% more ownership

Funds ownership: 0.13% → 1.55% (+1.4%)

45% less funds holding

Funds holding: 22 → 12 (-10)

78% less capital invested

Capital invested by funds: $237K → $51K (-$186K)

91% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 11

Holders
12
Holders Change
-10
Holders Change %
-45.45%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
1
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$23.2K
2
TRCT
Tower Research Capital (TRC)
New York
+$7.07K
3
BlackRock
BlackRock
New York
+$5.03K
4
Bank of America
Bank of America
North Carolina
+$30
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$4

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$22K
2
Blackstone Inc
Blackstone Inc
New York
-$20.8K
3
CA
Calton & Associates
Florida
-$17.9K
4
UBS Group
UBS Group
Switzerland
-$10K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$24.6K +$4 +1 +0%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$18.1K +$23.2K +6,274 +149%
TRCT
3
Tower Research Capital (TRC)
New York
$3.31K +$7.07K +1,913 New
BlackRock
4
BlackRock
New York
$2.46K +$5.03K +1,361 +2,307%
UBS Group
5
UBS Group
Switzerland
$789 -$10K -2,719 -86%
Wells Fargo
6
Wells Fargo
California
$692 – – –
MA
7
Montag & Associates
Georgia
$346 – – –
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$346 – – –
Jones Financial Companies
9
Jones Financial Companies
Missouri
$209 – – –
Bank of America
10
Bank of America
North Carolina
$47 +$30 +8 +42%
QCG
11
Quadrant Capital Group
Ohio
$20 – – –
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$5 +$4 +1 +50%
VF
13
Virtu Financial
New York
– -$22K -3,521 Closed
Blackstone Inc
14
Blackstone Inc
New York
– -$20.8K -3,321 Closed
CA
15
Calton & Associates
Florida
– -$17.9K -2,915 Closed
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
– -$9K -1,411 Closed
Neuberger Berman Group
17
Neuberger Berman Group
New York
– -$6.92K -1,130 Closed
Mariner
18
Mariner
Kansas
– -$6.22K -1,015 Closed
XT
19
XTX Topco
Cayman Islands
– -$5.32K -868 Closed
GSC
20
Ground Swell Capital
South Carolina
– -$3.83K -625 Closed
Raymond James Financial
21
Raymond James Financial
Florida
– -$2.94K -480 Closed
Northern Trust
22
Northern Trust
Illinois
– -$2.84K -464 Closed
NFSG
23
Newbridge Financial Services Group
Florida
– -$331 -54 Closed
SS
24
SBI Securities
Japan
– -$1 – –

SOAR Hedge Fund Activity: Q1 2025 in Review

12 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Volato Group (SOAR) for Q1 2025, worth a combined $51K — down 78% from $237K a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SOAR and 1 opened new positions — a net loss of 10 holders — while 1 trimmed existing stakes and 5 added.

The largest buyer was Geode Capital Management, adding an estimated $23.2K. The largest seller was Virtu Financial, exiting entirely with an estimated $22K sold.

  • 12 institutional investors held Volato Group (SOAR) as of Q1 2025, down from 22 in Q4 2024.
  • Funds reported $51K of Volato Group stock for Q1 2025, down 78% quarter-over-quarter.
  • 1 fund opened new Volato Group positions in Q1 2025 and 11 closed out, a net change of -10 holders.
  • The largest Volato Group buyer in Q1 2025 was Geode Capital Management, an estimated $23.2K added.
  • The largest Volato Group seller in Q1 2025 was Virtu Financial, an estimated $22K sold.

Based on aggregated 13F filings for Q1 2025.