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Surf Air Mobility

23 hedge funds and large institutions have $7.92M invested in Surf Air Mobility in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more capital invested

Capital invested by funds: $1.82M → $7.92M (+$6.09M)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

21% more funds holding

Funds holding: 1923 (+4)

1.48% less ownership

Funds ownership: 10.62%9.14% (-1.5%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.72M -$49.4K -17,811 -3%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.86M -$80.7K -29,066 -8%
RG
3
Rathbones Group
United Kingdom
$872K
BlackRock
4
BlackRock
New York
$601K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$503K +$11.7K +4,215 +5%
Marshall Wace
6
Marshall Wace
United Kingdom
$375K +$193K +69,548 New
State Street
7
State Street
Massachusetts
$168K +$44.3K +15,973 +106%
BCM
8
Bridgeway Capital Management
Texas
$135K
Goldman Sachs
9
Goldman Sachs
New York
$113K +$58.3K +21,004 New
Jane Street
10
Jane Street
New York
$99.1K +$51K +18,385 New
BAM
11
Brave Asset Management
New Jersey
$86.2K +$44.4K +16,000 New
Northern Trust
12
Northern Trust
Illinois
$86.1K
Morgan Stanley
13
Morgan Stanley
New York
$78.2K
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$63.2K +$32.5K +11,717 New
XT
15
XTX Topco
Cayman Islands
$63K +$32.5K +11,692 New
WOC
16
West Oak Capital
California
$55K +$72 +26 +3%
SPIA
17
Steward Partners Investment Advisory
New York
$19.8K +$10.2K +3,679 New
UBS Group
18
UBS Group
Switzerland
$13.5K +$6.95K +2,503 +83,433%
Wells Fargo
19
Wells Fargo
California
$3.46K +$1.39K +500 +352%
GCS
20
Gordian Capital (Singapore)
Singapore
$2K -$63.1K -22,727 -99%
Osaic Holdings
21
Osaic Holdings
Arizona
$539 -$19.5K -7,042 -99%
Bank of America
22
Bank of America
North Carolina
$431 +$17 +6 +8%
JP Morgan Chase
23
JP Morgan Chase
New York
$388 +$125 +45 +167%
IAIM
24
International Assets Investment Management
Florida
-$1K -1,340 Closed
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$650 -485 Closed

SRFM Hedge Fund Activity: Q4 2024 in Review

23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Surf Air Mobility (SRFM) for Q4 2024, worth a combined $7.92M — up 334% from $1.82M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SRFM positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $193K. The largest seller was Focus Partners Wealth, cutting an estimated $80.7K.

  • 23 institutional investors held Surf Air Mobility (SRFM) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $7.92M of Surf Air Mobility stock for Q4 2024, up 334% quarter-over-quarter.
  • 7 funds opened new Surf Air Mobility positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest Surf Air Mobility buyer in Q4 2024 was Marshall Wace, an estimated $193K added.
  • The largest Surf Air Mobility seller in Q4 2024 was Focus Partners Wealth, an estimated $80.7K sold.

Based on aggregated 13F filings for Q4 2024.