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Wheels Up

119 hedge funds and large institutions have $599M invested in Wheels Up in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,873% more call options, than puts

Call options by funds: $296K | Put options by funds: $15K

2% more funds holding

Funds holding: 117119 (+2)

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

5% more capital invested

Capital invested by funds: $573M → $599M (+$26.7M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.05% less ownership

Funds ownership: 4.06%4.01% (-0.05%)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% 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
36
Increased
21
Reduced
24
Closed
34
Calls
$296K
Puts
$15K
Net Calls
+$281K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
NMC
26
NEA Management Company
Maryland
$114K
Renaissance Technologies
27
Renaissance Technologies
New York
$112K +$128K +5,225 New
HF
28
HRT Financial
New York
$103K +$118K +4,819 New
TRCT
29
Tower Research Capital (TRC)
New York
$95.6K +$98K +3,987 +831%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$80.3K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$77.5K +$89.1K +3,623 New
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$73.2K +$860 +35 +1%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.1K -$43.3K -1,760 -34%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$72.5K +$83.3K +3,389 New
QC
35
Quantessence Capital
New York
$71.6K +$82.3K +3,348 New
CFO
36
CVA Family Office
Colorado
$65.1K
UBS Group
37
UBS Group
Switzerland
$57.2K -$179K -7,283 -73%
Victory Capital Management
38
Victory Capital Management
Texas
$54.4K +$11.3K +460 +22%
CFM
39
Catalyst Funds Management
Australia
$53.7K +$61.7K +2,510 New
Squarepoint
40
Squarepoint
New York
$50.4K +$57.9K +2,356 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$50K +$52.5K +2,137 +1,022%
SG Americas Securities
42
SG Americas Securities
New York
$44K -$369 -15 -0.7%
VPIM
43
Vanguard Personalized Indexing Management
California
$43.4K +$33.1K +1,346 +198%
EGM
44
Engineers Gate Manager
New York
$40.2K +$46.2K +1,879 New
IC
45
IEQ Capital
California
$38.2K +$11.6K +471 +36%
LCM
46
Laurion Capital Management
New York
$38K +$43.7K +1,776 New
Citigroup
47
Citigroup
New York
$31.6K -$44.1K -1,794 -55%
PAS
48
Point72 Asia (Singapore)
Singapore
$29.7K +$34.1K +1,389 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$27K +$13.3K +541 +77%
BMO
50
Beck Mack & Oliver
New York
$26.8K +$30.7K +1,250 New

UP Hedge Fund Activity: Q2 2025 in Review

119 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Wheels Up (UP) for Q2 2025, worth a combined $599M — up 4.7% from $573M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UP positions and 34 closed out — a net gain of 2 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.76M. The largest seller was BlackRock, cutting an estimated $5.28M.

  • 119 institutional investors held Wheels Up (UP) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $599M of Wheels Up stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 36 funds opened new Wheels Up positions in Q2 2025 and 34 closed out, a net change of +2 holders.
  • The largest Wheels Up buyer in Q2 2025 was Millennium Management, an estimated $1.76M added.
  • The largest Wheels Up seller in Q2 2025 was BlackRock, an estimated $5.28M sold.

Based on aggregated 13F filings for Q2 2025.