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Wheels Up

117 hedge funds and large institutions have $573M invested in Wheels Up in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $195K | Put options by funds: $74K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

8% more funds holding

Funds holding: 108117 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.01% less ownership

Funds ownership: 4.07%4.06% (-0.01%)

38% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 32

39% less capital invested

Capital invested by funds: $938M → $573M (-$365M)

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
20
Reduced
32
Closed
12
Calls
$195K
Puts
$74K
Net Calls
+$121K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$21.5K -$110 -4 -0.4%
CWM
52
CIBC World Markets
New York
$20.1K +$27.4K +995 New
ProShare Advisors
53
ProShare Advisors
Maryland
$19.6K -$8.04K -292 -23%
LPL Financial
54
LPL Financial
California
$19.1K +$2.78K +101 +12%
AAS
55
Annex Advisory Services
Wisconsin
$18.7K
EC
56
EntryPoint Capital
New York
$18.5K +$25.2K +916 New
AWM
57
AE Wealth Management
Kansas
$18.4K +$4.13K +150 +20%
PFSRSONJ
58
Police & Firemen's Retirement System of New Jersey
New Jersey
$18.2K
ACP
59
Arcus Capital Partners
Georgia
$17.7K -$9.64K -350 -29%
UI
60
Unconventional Investor
New Hampshire
$16.8K
AGAM
61
Audent Global Asset Management
California
$16.4K
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$16.3K
Group One Trading
63
Group One Trading
Illinois
$15.4K -$26.2K -950 -55%
TSS
64
Two Sigma Securities
New York
$15K +$20.4K +742 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$14K +$19.2K +696 +9,943%
MCM
66
MAI Capital Management
Ohio
$13.9K
VPIM
67
Vanguard Personalized Indexing Management
California
$13.8K +$18.8K +681 New
HighTower Advisors
68
HighTower Advisors
Illinois
$13.7K
CS
69
Capital Square
Tennessee
$13.4K
Raymond James Financial
70
Raymond James Financial
Florida
$13.3K -$193 -7 -1%
VF
71
Virtu Financial
New York
$13K +$18.1K +659 New
Ameriprise
72
Ameriprise
Minnesota
$12K +$28 +1 +0.2%
Corient Private Wealth
73
Corient Private Wealth
Florida
$11.1K -$268K -9,728 -95%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$10.7K
NG
75
Northstar Group
New York
$10.5K