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Wheels Up

117 hedge funds and large institutions have $573M invested in Wheels Up in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $195K | Put options by funds: $74K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

8% more funds holding

Funds holding: 108117 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.01% less ownership

Funds ownership: 4.07%4.06% (-0.01%)

38% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 32

39% less capital invested

Capital invested by funds: $938M → $573M (-$365M)

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
20
Reduced
32
Closed
12
Calls
$195K
Puts
$74K
Net Calls
+$121K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$68.4K +$1.13K +41 +1%
NW
27
NewEdge Wealth
Pennsylvania
$68.2K -$303 -11 -0.3%
Citigroup
28
Citigroup
New York
$66.1K -$8.7K -316 -9%
IIM
29
INTECH Investment Management
Florida
$62.7K +$38.9K +1,414 +84%
CFO
30
CVA Family Office
Colorado
$61.5K
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$60.3K
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$54.3K +$3.14K +114 +4%
JP Morgan Chase
33
JP Morgan Chase
New York
$47.1K +$1.35K +49 +2%
Wells Fargo
34
Wells Fargo
California
$44.5K +$1.32K +48 +2%
CF
35
Corebridge Financial
Texas
$44.4K -$909 -33 -1%
EL
36
EWA LLC
Pennsylvania
$43.2K +$58.9K +2,138 New
Invesco
37
Invesco
Georgia
$42.9K -$2.84K -103 -5%
Victory Capital Management
38
Victory Capital Management
Texas
$42.1K -$1.57K -57 -3%
SG Americas Securities
39
SG Americas Securities
New York
$42K -$10K -363 -15%
Bank of America
40
Bank of America
North Carolina
$41.7K -$44.4K -1,614 -44%
AllianceBernstein
41
AllianceBernstein
Tennessee
$41.3K
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$36K
QC
43
Quadrature Capital
United Kingdom
$30.5K +$41.8K +1,518 New
AI
44
Atom Investors
Texas
$28.7K -$9.28K -337 -19%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$27.3K -$1.96K -71 -5%
BAM
46
Byrne Asset Management
New Jersey
$27.2K +$37.1K +1,347 New
IC
47
IEQ Capital
California
$26.6K +$36.2K +1,316 New
CS
48
Clear Street
New York
$26.2K +$35.7K +1,295 New
SEI Investments
49
SEI Investments
Pennsylvania
$25.6K
CIBC Asset Management
50
CIBC Asset Management
Ontario, Canada
$21.7K