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Wheels Up

90 hedge funds and large institutions have $365M invested in Wheels Up in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $903K | Put options by funds: $395K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.12% less ownership

Funds ownership: 3.97%3.85% (-0.12%)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

20% less funds holding

Funds holding: 11390 (-23)

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

64% less capital invested

Capital invested by funds: $1.02B → $365M (-$655M)

Holders
90
Holders Change
-23
Holders Change %
-20.35%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
22
Reduced
23
Closed
35
Calls
$903K
Puts
$395K
Net Calls
+$508K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$59.5K -$52.9K -2,320 -34%
GAM
27
Gotham Asset Management
New York
$39.7K +$51K +2,237 +284%
Victory Capital Management
28
Victory Capital Management
Texas
$34K +$3.1K +136 +6%
RWA
29
Rooted Wealth Advisors
Illinois
$26.7K +$22.8K +1,002 +80%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$22.1K -$37.9K -1,664 -50%
Osaic Holdings
31
Osaic Holdings
Arizona
$18.6K -$85.5K -3,754 -73%
NA
32
NewEdge Advisors
Louisiana
$15.8K +$26.3K +1,154 +2,308%
VPIM
33
Vanguard Personalized Indexing Management
California
$15.3K -$11.8K -517 -31%
CIBC Asset Management
34
CIBC Asset Management
Ontario, Canada
$14.1K
QT
35
Quantbot Technologies
New York
$13.2K +$22.9K +1,003 New
HighTower Advisors
36
HighTower Advisors
Illinois
$12.4K
AAS
37
Annex Advisory Services
Wisconsin
$12.1K
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$12K +$20.8K +911 New
ACP
39
Arcus Capital Partners
Georgia
$11.5K
Simplex Trading
40
Simplex Trading
Illinois
$11.1K -$154K -6,777 -89%
UI
41
Unconventional Investor
New Hampshire
$10.9K
IIM
42
IFC & Insurance Marketing
California
$10K +$17.7K +778 New
TSS
43
Two Sigma Securities
New York
$9.98K -$3.37K -148 -16%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$9.86K
KPWS
45
Kestra Private Wealth Services
Texas
$9.62K +$1.14K +50 +7%
MCM
46
MAI Capital Management
Ohio
$9.05K
Raymond James Financial
47
Raymond James Financial
Florida
$9.01K +$1.14K +50 +8%
CS
48
Capital Square
Tennessee
$8.6K -$160 -7 -1%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.14K +$137 +6 +1%
Mariner
50
Mariner
Kansas
$8.05K -$179K -7,859 -93%