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Wheels Up

96 hedge funds and large institutions have $1.6B invested in Wheels Up in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 20 closing their positions.

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
15
Reduced
17
Closed
20
Calls
$275K
Puts
$741K
Net Calls
-$466K
Net Calls Change
-$920K
Name Market Value Shares Shares
Change
Shares
Change %
UI
51
Unconventional Investor
New Hampshire
$47.8K 16,666
Baird Financial Group
52
Baird Financial Group
Wisconsin
$46K 16,030 -4,000 -20%
CIA
53
Compass Ion Advisors
Pennsylvania
$44.7K 15,562
FLC
54
Fifth Lane Capital
Texas
$44.6K 15,552 +15,552 New
SWP
55
Stratos Wealth Partners
Ohio
$43.8K 15,265
Group One Trading
56
Group One Trading
Illinois
$43.5K 15,170 +15,170 New
CS
57
Capital Square
Tennessee
$40.6K 14,140 +14,140 New
MCM
58
MAI Capital Management
Ohio
$39.9K 13,895 -100 -0.7%
HighTower Advisors
59
HighTower Advisors
Illinois
$39K 13,571 +1,549 +13%
WANY
60
Wealthspire Advisors (New York)
New York
$34.1K 11,879
NG
61
Northstar Group
New York
$33K 11,509
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$31.1K 10,839 -1,146 -10%
BBHC
63
Brown Brothers Harriman & Co
New York
$29.7K 10,358
STA
64
Summit Trail Advisors
New York
$29.4K 10,228
Two Sigma Advisers
65
Two Sigma Advisers
New York
$28.8K 10,040 -2,459 -20%
AFA
66
American Financial Advisors
Georgia
$28.7K 10,000
PAS
67
Point72 Asia (Singapore)
Singapore
$25.8K 8,994 +8,994 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$19.7K 6,860 -9,174 -57%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$13K 4,407 +834 +23%
GCM
70
Gables Capital Management
Florida
$11.6K 4,055 -425 -9%
CIA
71
Capital Impact Advisors
Massachusetts
$11K 3,838 -76,092 -95%
AA
72
Ancora Advisors
Ohio
$8.65K 3,015
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$7.65K 2,655 +2,655 New
AW
74
Avion Wealth
Texas
$6K 2,000
JPWM
75
Jamison Private Wealth Management
Georgia
$5.71K 1,990