UP icon

Wheels Up

116 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, 23 increasing their positions, 25 reducing their positions, and 35 closing their positions.

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
23
Reduced
25
Closed
35
Calls
$52K
Puts
$15K
Net Calls
+$37K
Net Calls Change
-$84K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$25.1K 23,471 +23,471 New
GSC
52
Ground Swell Capital
South Carolina
$24.1K 22,502 +22,502 New
CIBC Asset Management
53
CIBC Asset Management
Ontario, Canada
$22.9K 21,442
CS
54
Capital Square
Tennessee
$21.2K 13,240
AAS
55
Annex Advisory Services
Wisconsin
$19.8K 18,471
AWM
56
AE Wealth Management
Kansas
$19.5K 18,250
Cerity Partners
57
Cerity Partners
New York
$19.2K 17,949 +17,949 New
ACP
58
Arcus Capital Partners
Georgia
$18.7K 17,508
SSA
59
Schonfeld Strategic Advisors
New York
$18.5K 17,331 +17,331 New
Bank of America
60
Bank of America
North Carolina
$18.5K 17,307 -23,979 -58%
LPL Financial
61
LPL Financial
California
$18.1K 16,934 -2,000 -11%
UI
62
Unconventional Investor
New Hampshire
$17.8K 16,666
Group One Trading
63
Group One Trading
Illinois
$17.6K 16,472 +1,202 +8%
EL
64
EWA LLC
Pennsylvania
$17.4K 16,305 -26,446 -62%
AGAM
65
Audent Global Asset Management
California
$17.3K 16,209
CFO
66
Callan Family Office
Pennsylvania
$16.7K 15,638 +15,638 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$16.1K 15,030 +15,030 New
HighTower Advisors
68
HighTower Advisors
Illinois
$14.8K 13,811 +266 +2%
MCM
69
MAI Capital Management
Ohio
$14.8K 13,795
Raymond James Financial
70
Raymond James Financial
Florida
$14.1K 13,152 -10 -0.1%
Corient Private Wealth
71
Corient Private Wealth
Florida
$12.8K 12,004 +1,002 +9%
CWM
72
CCG Wealth Management
California
$12.3K 11,500 +11,500 New
Bank of New York Mellon
73
Bank of New York Mellon
New York
$12.1K 11,278 -181,613 -94%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$11.4K 10,641
NG
75
Northstar Group
New York
$11.1K 10,359