UP icon

Wheels Up
UP

Overview Fund Activity

109 hedge funds and large institutions have $938M invested in Wheels Up in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 19 closing their positions.

Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
28
Reduced
28
Closed
19
Calls
$331K
Puts
$239K
Net Calls
+$92K
Net Calls Change
-$279K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.26M
2
State Street
2
State Street
Massachusetts
$2.75M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$339K
4
UBS Group
4
UBS Group
Switzerland
$342K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$199K

Top Sellers

1
KA
1
Kore Advisors
Florida
$39.6M
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$243K
5
Group One Trading
5
Group One Trading
Illinois
$56.6K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$121K 73,560 -65,081 -47%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$119K 75,025 +74,870 +48,303%
Citigroup
28
Citigroup
New York
$118K 71,784 +6,541 +10%
Marshall Wace
29
Marshall Wace
United Kingdom
$115K 69,807 +69,807 New
NW
30
NewEdge Wealth
Pennsylvania
$112K 67,712 +212 +0.3%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$110K 66,879 +66,879 New
CFO
32
CVA Family Office
Colorado
$100K 60,850 – –
Mirae Asset Global ETFs Holdings
33
Mirae Asset Global ETFs Holdings
Hong Kong
$85K 51,489 +2,204 +4%
SG Americas Securities
34
SG Americas Securities
New York
$80K 48,527 +25,495 +111%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$75.4K 45,688 +1,415 +3%
CF
36
Corebridge Financial
Texas
$73.6K 44,590 -3,366 -7%
Invesco
37
Invesco
Georgia
$73.5K 44,542 +772 +2%
Deutsche Bank
38
Deutsche Bank
Germany
$71.8K 43,535 – –
Wells Fargo
39
Wells Fargo
California
$71.2K 43,147 +14,299 +50%
Victory Capital Management
40
Victory Capital Management
Texas
$70.7K 42,820 -1,038 -2%
ACP
41
Arcus Capital Partners
Georgia
$70.3K 24,495 – –
AllianceBernstein
42
AllianceBernstein
Tennessee
$67.5K 40,920 – –
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$59K 35,275 +6,422 +22%
AI
44
Atom Investors
Texas
$58K 35,165 +35,165 New
Group One Trading
45
Group One Trading
Illinois
$56.6K 34,277 -92,482 -73%
IIM
46
INTECH Investment Management
Florida
$55.8K 33,840 -2,393 -7%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$53K 32,100 +32,100 New
MIM
48
MetLife Investment Management
New Jersey
$47.3K 28,689 +1,006 +4%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$47K 28,456 -1,114 -4%
SEI Investments
50
SEI Investments
Pennsylvania
$41.8K 25,317 – –
1
2
3 4 5