Volato Group
SOAR
10 hedge funds and large institutions have $38.6K invested in Volato Group in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.11% less ownership
Funds ownership: 1.55% → 1.44% (-0.11%)
17% less funds holding
Funds holding: 12 → 10 (-2)
24% less capital invested
Capital invested by funds: $51K → $38.6K (-$12.3K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.49K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$967 |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$957 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.71K |
| 2 |
MA
Montag & Associates
Atlanta,
Georgia
|
-$346 |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$209 |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$76 |
| 5 |
QCG
Quadrant Capital Group
Cincinnati,
Ohio
|
-$20 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $18.4K | – | – | – |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $14.1K | +$967 | +485 | +5% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $4.08K | +$2.49K | +1,250 | +65% |
|
|
4
Raymond James Financial
St Petersburg,
Florida
| $619 | +$957 | +480 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $539 | -$76 | -38 | -8% |
|
6
Wells Fargo
San Francisco,
California
| $516 | – | – | – |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $258 | – | – | – |
|
|
8
BlackRock
New York
| $76 | -$2.71K | -1,361 | -96% |
|
9
Bank of America
Charlotte,
North Carolina
| $35 | – | – | – |
|
10
National Bank of Canada
Montreal,
Quebec, Canada
| $4 | – | – | – |
|
|
MA
11
Montag & Associates
Atlanta,
Georgia
| – | -$346 | -200 | Closed |
|
|
12
Jones Financial Companies
Des Peres,
Missouri
| – | -$209 | -120 | Closed |
|
|
QCG
13
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$20 | -11 | Closed |
|
SOAR Hedge Fund Activity: Q2 2025 in Review
10 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Volato Group (SOAR) for Q2 2025, worth a combined $38.6K — down 24% from $51K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SOAR and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $2.49K. The largest seller was BlackRock, cutting an estimated $2.71K.
- 10 institutional investors held Volato Group (SOAR) as of Q2 2025, down from 12 in Q1 2025.
- Funds reported $38.6K of Volato Group stock for Q2 2025, down 24% quarter-over-quarter.
- 1 fund opened new Volato Group positions in Q2 2025 and 3 closed out, a net change of -2 holders.
- The largest Volato Group buyer in Q2 2025 was Tower Research Capital (TRC), an estimated $2.49K added.
- The largest Volato Group seller in Q2 2025 was BlackRock, an estimated $2.71K sold.
Based on aggregated 13F filings for Q2 2025.