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Wheels Up

118 hedge funds and large institutions have $599M invested in Wheels Up in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
24
Reduced
25
Closed
35
Calls
$296K
Puts
$15K
Net Calls
+$281K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Shares
Change %
NMC
26
NEA Management Company
Maryland
$114K
Renaissance Technologies
27
Renaissance Technologies
New York
$112K +$112K +104,500 New
HF
28
HRT Financial
New York
$103K +$103K +96,389 New
TRCT
29
Tower Research Capital (TRC)
New York
$95.6K +$85.3K +79,742 +831%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$80.3K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$77.5K +$77.5K +72,460 New
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$73.2K +$740 +692 +1%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.1K -$37.6K -35,183 -34%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$72.5K +$72.5K +67,780 New
QC
35
Quantessence Capital
New York
$71.6K +$71.6K +66,961 New
CFO
36
CVA Family Office
Colorado
$65.1K
UBS Group
37
UBS Group
Switzerland
$57.2K -$156K -145,655 -73%
Victory Capital Management
38
Victory Capital Management
Texas
$54.4K +$9.85K +9,202 +22%
CFM
39
Catalyst Funds Management
Australia
$53.7K +$53.7K +50,200 New
Squarepoint
40
Squarepoint
New York
$50.4K +$50.4K +47,110 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$50K +$45.5K +42,739 +1,022%
SG Americas Securities
42
SG Americas Securities
New York
$44K -$321 -299 -0.7%
VPIM
43
Vanguard Personalized Indexing Management
California
$43.4K +$28.8K +26,917 +198%
EGM
44
Engineers Gate Manager
New York
$40.2K +$40.2K +37,585 New
IC
45
IEQ Capital
California
$38.2K +$10.1K +9,425 +36%
LCM
46
Laurion Capital Management
New York
$38K +$38K +35,519 New
Citigroup
47
Citigroup
New York
$31.6K -$38.4K -35,891 -55%
PAS
48
Point72 Asia (Singapore)
Singapore
$29.7K +$29.7K +27,773 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$27K +$11.8K +10,827 +77%
BMO
50
Beck Mack & Oliver
New York
$26.8K +$26.8K +25,000 New