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Wheels Up

89 hedge funds and large institutions have $1.07B invested in Wheels Up in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 34 closing their positions.

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
13
Reduced
16
Closed
34
Calls
$535K
Puts
$1.13M
Net Calls
-$596K
Net Calls Change
-$130K
Name Market Value Shares Shares
Change
Shares
Change %
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$29.4K 15,548 +15,548 New
SWP
52
Stratos Wealth Partners
Ohio
$28.7K 15,200 -65 -0.4%
Renaissance Technologies
53
Renaissance Technologies
New York
$28.4K 15,000 +15,000 New
MCM
54
MAI Capital Management
Ohio
$26.3K 13,895
HighTower Advisors
55
HighTower Advisors
Illinois
$25K 13,311 -260 -2%
HWM
56
HB Wealth Management
Georgia
$24.5K 12,949 +12,949 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$24K 12,609 +8,202 +186%
Principal Financial Group
58
Principal Financial Group
Iowa
$22.9K 12,115 +12,115 New
GAM
59
Gotham Asset Management
New York
$21.9K 11,575 +11,575 New
NG
60
Northstar Group
New York
$21.8K 11,509
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$20.4K 10,791 -48 -0.4%
BBHC
62
Brown Brothers Harriman & Co
New York
$19.6K 10,358
Legal & General Group
63
Legal & General Group
United Kingdom
$18.9K 9,941 +9,941 New
AFA
64
American Financial Advisors
Georgia
$18.9K 10,000
AIP
65
Ameritas Investment Partners
Nebraska
$16.6K 8,787 +8,787 New
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$12.3K 6,499 +6,499 New
GCM
67
Gables Capital Management
Florida
$7.38K 3,905 -150 -4%
AB
68
Amalgamated Bank
New York
$6K 3,103 +3,103 New
AA
69
Ancora Advisors
Ohio
$5.7K 3,015
JPWM
70
Jamison Private Wealth Management
Georgia
$3.76K 1,990
AW
71
Avion Wealth
Texas
$3K 2,000
Osaic Holdings
72
Osaic Holdings
Arizona
$2.42K 1,280 -75 -6%
RFG
73
RFP Financial Group
Georgia
$1.39K 737
FMII
74
Farmers & Merchants Investments Inc
Nebraska
$945 500
GRP
75
Global Retirement Partners
California
$945 500