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Surf Air Mobility

67 hedge funds and large institutions have $14.9M invested in Surf Air Mobility in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

16% more funds holding

Funds holding: 5867 (+9)

4.19% less ownership

Funds ownership: 16.47%12.28% (-4.2%)

51% less capital invested

Capital invested by funds: $30.3M → $14.9M (-$15.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
20
Reduced
9
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$1.94K +$3.2K +1,000 New
LFG
52
Larson Financial Group
Missouri
$1.77K
AF
53
Allworth Financial
California
$1.52K
SS
54
SBI Securities
Japan
$1.31K -$10.5K -3,280 -83%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$970 +$1.6K +500 New
AUB
56
Atlantic Union Bankshares
Virginia
$776 +$960 +300 +300%
NS
57
NBC Securities
Alabama
$388
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$279 +$461 +144 New
HCM
59
Hollencrest Capital Management
California
$194 +$320 +100 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$180
BWL
61
Bogart Wealth LLC
Virginia
$142 +$234 +73 New
FFA
62
Farther Finance Advisors
California
$101 +$166 +52 New
MCM
63
MAI Capital Management
Ohio
$92
VWWMG
64
Vermillion & White Wealth Management Group
Pennsylvania
$77 +$128 +40 New
IA
65
IFP Advisors
Florida
$19
Renaissance Technologies
66
Renaissance Technologies
New York
-$3.09M -720,211 Closed
Invesco
67
Invesco
Georgia
-$1.05M -244,983 Closed
VF
68
Virtu Financial
New York
-$215K -50,018 Closed
Squarepoint
69
Squarepoint
New York
-$197K -45,960 Closed
Verition Fund Management
70
Verition Fund Management
Connecticut
-$145K -33,765 Closed
SP
71
Sherman Porfolios
Idaho
-$125K -29,219 Closed
AWA
72
Arkadios Wealth Advisors
Georgia
-$85.8K -20,000 Closed
Creative Planning
73
Creative Planning
Kansas
-$74.8K -17,440 Closed
XT
74
XTX Topco
Cayman Islands
-$61.6K -14,352 Closed
PAG
75
Private Advisor Group
New Jersey
-$48.2K -11,242 Closed

SRFM Hedge Fund Activity: Q4 2025 in Review

67 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Surf Air Mobility (SRFM) for Q4 2025, worth a combined $14.9M — down 51% from $30.3M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SRFM positions and 17 closed out — a net gain of 10 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.88M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $3.09M sold.

  • 67 institutional investors held Surf Air Mobility (SRFM) as of Q4 2025, up from 58 in Q3 2025.
  • Funds reported $14.9M of Surf Air Mobility stock for Q4 2025, down 51% quarter-over-quarter.
  • 27 funds opened new Surf Air Mobility positions in Q4 2025 and 17 closed out, a net change of +10 holders.
  • The largest Surf Air Mobility buyer in Q4 2025 was Vanguard Group, an estimated $2.88M added.
  • The largest Surf Air Mobility seller in Q4 2025 was Renaissance Technologies, an estimated $3.09M sold.

Based on aggregated 13F filings for Q4 2025.