Who Is Buying GE Aerospace? Hedge Fund Activity in 2026
See which hedge funds are buying, selling, or holding GE Aerospace (GE) based on latest 13F filings. 11 funds buying, institutional value $85B.
8 min czytaniaFact-checked against primary sources on · figures re-verified on regulator, issuer or SEC filings — not copied from other sites
Who Is Buying GE Aerospace? Hedge Fund Activity in 2026
GE Aerospace is one of Wall Street's great transformation stories. The former General Electric conglomerate shed its healthcare and energy divisions to become a pure-play aerospace and defense powerhouse. With the LEAP engine powering the majority of new narrow-body aircraft, a lucrative services and aftermarket business, and defense contracts providing revenue stability, GE Aerospace has become an institutional favorite.
The latest 13F data reveals the strongest buying signal of any stock in our tracking universe: an extraordinary 11 out of 16 tracked funds are buying GE Aerospace. This is institutional consensus at its most decisive.
Quick Answer
Across the funds we read directly from SEC filings, the largest GE Aerospace position in the Q2 2026 13Fs (period ending 30 June 2026) is Citadel Advisors at $204M (546,373 shares). Measured against the size of each filer's book rather than in dollars, the most concentrated holder is Renaissance Technologies, where GE Aerospace is 0.2% of everything they report. Every figure here is aggregated by CUSIP from the filer's own information table with put/call rows excluded — a 13F lists options beside shares, and adding them together is what produces the inflated stakes quoted elsewhere. Filings lag roughly 45 days: this is positioning as of 30 June 2026, not today, and not investment advice.
GE Aerospace Institutional Snapshot
| Metric | Value |
|---|---|
| Ticker | GE |
| Price | ~$281.18 |
| Institutional Value | ~$85B |
| Active Funds Tracked | 16 |
| Buying | 11 funds |
| Selling | 3 funds |
| Holding | 2 funds |
An 11-to-3 buy-to-sell ratio is remarkable. Nearly 69% of tracked funds are actively increasing their GE Aerospace positions, making this the most bullish institutional signal in our current coverage.
Who holds GE Aerospace, and how much it matters to them
Read from each filer's Q2 2026 information table (period ending 30 June 2026).
| Fund | Position | Shares | Share of the fund's 13F book |
|---|---|---|---|
| Citadel Advisors | $204M | 546,373 | 0.1% of $171.84B |
| Renaissance Technologies | $115M | 306,797 | 0.2% of $72.62B |
| Millennium Management | $92M | 247,350 | 0.1% of $142.92B |
| Bridgewater Associates | $38M | 101,569 | 0.2% of $24.38B |
The last column is the one worth reading. A multi-strategy fund reporting a $100B+ book can hold a large dollar amount of GE Aerospace that means almost nothing to it, while a concentrated fund holding less in dollars may have several percent of its entire book in the name. Rankings by dollar value hide exactly that difference.
Savings in one bank, investments in another? See it all in one place — and how many months it could carry you.
See your Freedom Runway — freeWho added and who cut
Comparing each filer's Q1 2026 table with its Q2 2026 one, by share count — the change is what shows conviction, not the size of the position.
| Fund | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| Citadel Advisors | 1,952,960 | 546,373 | -72% |
| Millennium Management | 354,919 | 247,350 | -30% |
| Renaissance Technologies | 414,078 | 306,797 | -26% |
| Bridgewater Associates | 120,607 | 101,569 | -16% |
A fund absent from this table reported no GE Aerospace position in either quarter.
Track GE Aerospace Institutional Activity
Track GE institutional moves in real-time with Freenance Smart Money — we track 35 funds with $21.4T total AUM across 77,111 positions. See who's buying and selling at app.freenance.io/smart-money/ticker/GE.
Related Articles
- Who Is Buying NVIDIA? Hedge Fund Activity in 2026
- Who Is Buying Apple? Hedge Fund Activity in 2026
- Who Is Buying Tesla? Hedge Fund Activity in 2026
FAQ
Which hedge funds are currently increasing their GE Aerospace positions?
According to the latest 13F filings, 11 of 16 tracked funds increased GE positions, including Vanguard, State Street, JPMorgan, T. Rowe Price, Greenlight Capital, Appaloosa, Citadel, Millennium and Bridgewater. Renaissance Technologies and Two Sigma also opened brand-new positions during the same quarter.
Why is GE Aerospace considered a post-split institutional favorite?
After spinning off GE HealthCare and GE Vernova, the remaining business became a pure-play aerospace and defense company centered on the LEAP engine and high-margin services. 13F data shows institutions have re-rated GE since the breakup, with engine aftermarket revenue and defense exposure cited in many analyst notes as multi-year tailwinds.
What role does the engine aftermarket play in GE's institutional thesis?
The LEAP engine installed base on narrow-body aircraft generates recurring maintenance, repair and overhaul revenue for decades after the initial sale. Many funds buying GE describe this aftermarket flywheel as the core reason for accumulation, since it produces predictable cash flows independent of new aircraft deliveries.
How significant is Fidelity's reduction in GE Aerospace?
Index managers such as Vanguard, BlackRock and State Street hold the largest raw positions in almost every large-cap name, because they track the index rather than pick the stock. Among the active filers we read directly from EDGAR, the largest position in the Q2 2026 filings is Citadel Advisors at $204M (546,373 shares).
What does the data mean for investors monitoring institutional flows?
The filings reflect what large allocators reported as of the quarter-end snapshot and are not personalized advice. Tracking 13F data on GE can help investors understand whether sophisticated managers are leaning into the aerospace cycle or stepping back, but individual decisions should still be based on personal goals, risk tolerance and independent research.