FLY Firefly Aerospace Inc.

NASDAQ
$21.13

Firefly Aerospace Inc. (FLY) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-10.34
13 buyers / 16 sellers
SELLING
Funds compared
29
funds with comparable FLY positions
19 current holders · 25 prior-quarter holders
Net share change
+2.04M
+4.32M added, -2.29M cut
Position activity
4 new 9 increased 6 reduced 10 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Point72 Asset Management, L.P. Sold Out -961.5K -100.0% $28.3M 0.0% 64
D. E. Shaw & Co., Inc. Quant New +139.2K — $4.1M 0.0% 60
Balyasny Asset Management L.P. New +44.0K — $1.3M 0.0% 59
Alyeska Investment Group, L.P. Sold Out -109.4K -100.0% $3.2M 0.0% 58
Holocene Advisors, LP Sold Out -158.5K -100.0% $4.7M 0.0% 58
TWO SIGMA INVESTMENTS, LP Quant Increased +2.70M +14756.4% $79.3M 0.1% 57
Squarepoint Ops LLC Quant Sold Out -41.8K -100.0% $1.2M 0.0% 56
Capstone Investment Advisors Quant Macro New +224.9K — $6.6M 0.1% 55
Verition Fund Management Event Long/Short New +26.3K — $773.6K 0.0% 54
Schonfeld Strategic Advisors Long/Short Quant Sold Out -62.3K -100.0% $1.8M 0.0% 53

Most significant buyers

By move score, not size.

  • D. E. Shaw & Co., Inc. New · +139.2K
  • Balyasny Asset Management L.P. New · +44.0K
  • TWO SIGMA INVESTMENTS, LP Increased · +2.70M
  • Capstone Investment Advisors New · +224.9K
  • Verition Fund Management New · +26.3K

Most significant sellers

By move score, not size.

  • Point72 Asset Management, L.P. Sold Out · -961.5K
  • Alyeska Investment Group, L.P. Sold Out · -109.4K
  • Holocene Advisors, LP Sold Out · -158.5K
  • Squarepoint Ops LLC Sold Out · -41.8K
  • Schonfeld Strategic Advisors Sold Out · -62.3K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Point72 Asset Management, L.P. 1 0 961.5K -961.5K -100.0% 0.0% Sold Out 64
D. E. Shaw & Co., Inc. 1 139.2K 0 +139.2K — 0.0% New 60
Balyasny Asset Management L.P. 2 44.0K 0 +44.0K — 0.0% New 59
Alyeska Investment Group, L.P. 2 0 109.4K -109.4K -100.0% 0.0% Sold Out 58
Holocene Advisors, LP 2 0 158.5K -158.5K -100.0% 0.0% Sold Out 58
TWO SIGMA INVESTMENTS, LP 2 2.7M 18.3K +2.70M +14756.4% 0.1% Increased 57
Squarepoint Ops LLC 2 0 41.8K -41.8K -100.0% 0.0% Sold Out 56
Capstone Investment Advisors 3 224.9K 0 +224.9K — 0.1% New 55
Verition Fund Management 2 26.3K 0 +26.3K — 0.0% New 54
Schonfeld Strategic Advisors 3 0 62.3K -62.3K -100.0% 0.0% Sold Out 53
Armistice Capital 3 0 7.9K -7.9K -100.0% 0.0% Sold Out 53
Ghisallo Capital Management 2 500.0K 160.0K +340.0K +212.5% 0.4% Increased 53
Jain Global 3 0 14.1K -14.1K -100.0% 0.0% Sold Out 52
RENAISSANCE TECHNOLOGIES LLC 1 617.7K 329.3K +288.4K +87.6% 0.0% Increased 51
Caption Management 3 0 32 -32 -100.0% 0.0% Sold Out 50
Hudson Bay Capital Management 3 61.4K 659.0K -597.6K -90.7% 0.0% Reduced 50
Capital Fund Management 3 401.5K 130.6K +270.9K +207.5% 0.1% Increased 49
Winton Group 4 0 10.7K -10.7K -100.0% 0.0% Sold Out 48
Y-Intercept 4 0 26.3K -26.3K -100.0% 0.0% Sold Out 48
Man Group 3 126.9K 28.8K +98.0K +339.9% 0.0% Increased 48
Walleye Capital 3 28.1K 225.0K -196.9K -87.5% 0.0% Reduced 44
MARSHALL WACE, LLP 2 16.9K 45.9K -29.0K -63.2% 0.0% Reduced 41
LMR Partners 3 241.5K 151.5K +90.0K +59.4% 0.1% Increased 39
CITADEL ADVISORS LLC 1 51.7K 85.3K -33.6K -39.4% 0.0% Reduced 37
MILLENNIUM MANAGEMENT LLC 2 414.3K 330.9K +83.4K +25.2% 0.0% Increased 35
Aquatic Capital Management 4 54.0K 32.4K +21.6K +66.8% 0.1% Increased 34
Tudor Investment Corporation 2 504.7K 538.7K -34.0K -6.3% 0.1% Reduced 27
Centiva Capital 4 20.0K 24.0K -4.0K -16.6% 0.0% Reduced 22
AQR Capital Management 3 64.5K 64.4K +150 +0.2% 0.0% Increased 20

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Sign in or subscribe

Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.