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Wheels Up
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Overview Fund Activity

119 hedge funds and large institutions have $573M invested in Wheels Up in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
21
Reduced
32
Closed
12
Calls
$195K
Puts
$74K
Net Calls
+$121K
Net Calls Change
+$29K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$386K
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$156K
3
NL
3
Nuveen LLC
North Carolina
$148K
4
EL
4
EWA LLC
Pennsylvania
$43.2K
5
QC
5
Quadrature Capital
United Kingdom
$30.5K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
KA
2
Kore Advisors
Florida
$23.9M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$11.1K
4
BlackRock
4
BlackRock
New York
$6.11M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$5.67K
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$68.4K 67,703 +824 +1%
NW
27
NewEdge Wealth
Pennsylvania
$68.2K 67,500 -212 -0.3%
Citigroup
28
Citigroup
New York
$66.1K 65,465 -6,319 -9%
IIM
29
INTECH Investment Management
Florida
$62.7K 62,127 +28,287 +84%
CFO
30
CVA Family Office
Colorado
$61.5K 60,850 – –
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$60.3K 75,025 – –
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$54.3K 53,751 +2,262 +4%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$47.1K 46,652 +964 +2%
Wells Fargo
34
Wells Fargo
California
$44.5K 44,093 +946 +2%
CF
35
Corebridge Financial
Texas
$44.4K 43,939 -651 -1%
EL
36
EWA LLC
Pennsylvania
$43.2K 42,751 +42,751 New
Invesco
37
Invesco
Georgia
$42.9K 42,470 -2,072 -5%
Victory Capital Management
38
Victory Capital Management
Texas
$42.1K 41,675 -1,145 -3%
SG Americas Securities
39
SG Americas Securities
New York
$42K 41,264 -7,263 -15%
Bank of America
40
Bank of America
North Carolina
$41.7K 41,286 -32,274 -44%
AllianceBernstein
41
AllianceBernstein
Tennessee
$41.3K 40,920 – –
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$36K 35,275 – –
QC
43
Quadrature Capital
United Kingdom
$30.5K 30,355 +30,355 New
AI
44
Atom Investors
Texas
$28.7K 28,425 -6,740 -19%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$27.3K 27,036 -1,420 -5%
BAM
46
Byrne Asset Management
New Jersey
$27.2K 26,931 +26,931 New
IC
47
IEQ Capital
California
$26.6K 26,310 +26,310 New
CS
48
Clear Street
New York
$26.2K 25,900 +25,900 New
SEI Investments
49
SEI Investments
Pennsylvania
$25.6K 25,317 – –
CIBC Asset Management
50
CIBC Asset Management
Ontario, Canada
$21.7K 21,442 – –
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