UP icon

Wheels Up

86 hedge funds and large institutions have $1.91B invested in Wheels Up in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
16
Reduced
21
Closed
14
Calls
$1.73M
Puts
$1.27M
Net Calls
+$454K
Net Calls Change
+$359K
Name Market Value Shares Shares
Change
Shares
Change %
Victory Capital Management
51
Victory Capital Management
Texas
$38.1K 11,116 +11,116 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$36.3K 10,583 +10,583 New
BBHC
53
Brown Brothers Harriman & Co
New York
$35.5K 10,358
STA
54
Summit Trail Advisors
New York
$35.1K 10,228 -2,647 -21%
QC
55
Quadrature Capital
United Kingdom
$34.4K 10,060 +10,060 New
AFA
56
American Financial Advisors
Georgia
$34.3K 10,000 +10,000 New
UBS Group
57
UBS Group
Switzerland
$28.7K 8,355 +21 +0.3%
CG
58
Cutler Group
California
$18K 5,317 +1,950 +58%
GCM
59
Gables Capital Management
Florida
$15.4K 4,480 -2,130 -32%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$12K 3,573 -125 -3%
AA
61
Ancora Advisors
Ohio
$10.3K 3,015 -321 -10%
Simplex Trading
62
Simplex Trading
Illinois
$10K 2,969 -300 -9%
AW
63
Avion Wealth
Texas
$7K 2,000 -209 -9%
JPWM
64
Jamison Private Wealth Management
Georgia
$6.83K 1,990
Wells Fargo
65
Wells Fargo
California
$4.6K 1,341 -1,780 -57%
Osaic Holdings
66
Osaic Holdings
Arizona
$4.27K 1,245 -771 -38%
RFG
67
RFP Financial Group
Georgia
$2.53K 737
GRP
68
Global Retirement Partners
California
$1.96K 500 +500 New
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.94K 566
FMII
70
Farmers & Merchants Investments Inc
Nebraska
$1.72K 500
IRC
71
Investors Research Corp
Georgia
$1.39K 405
ASN
72
Advisory Services Network
Georgia
$1.13K 330 +330 New
WB
73
Webster Bank
Connecticut
$823 240
EWA
74
EverSource Wealth Advisors
Alabama
$727 212 -216 -50%
FPFS
75
First Personal Financial Services
North Carolina
$343 100