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Wheels Up

119 hedge funds and large institutions have $573M invested in Wheels Up in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
21
Reduced
32
Closed
12
Calls
$195K
Puts
$74K
Net Calls
+$121K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$21.5K -$67 -68 -0.3%
CWM
52
CIBC World Markets
New York
$20.1K +$20.1K +19,901 New
ProShare Advisors
53
ProShare Advisors
Maryland
$19.6K -$5.9K -5,841 -23%
LPL Financial
54
LPL Financial
California
$19.1K +$2.04K +2,015 +12%
AAS
55
Annex Advisory Services
Wisconsin
$18.7K
EC
56
EntryPoint Capital
New York
$18.5K +$18.5K +18,314 New
AWM
57
AE Wealth Management
Kansas
$18.4K +$3.03K +3,000 +20%
PFSRSONJ
58
Police & Firemen's Retirement System of New Jersey
New Jersey
$18.2K
ACP
59
Arcus Capital Partners
Georgia
$17.7K -$7.06K -6,987 -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
$16K
SC
63
Savant Capital
Illinois
$15.5K +$15.5K +15,322 New
Group One Trading
64
Group One Trading
Illinois
$15.4K -$19.2K -19,007 -55%
TSS
65
Two Sigma Securities
New York
$15K +$15K +14,849 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.9K +13,921 +10,546%
MCM
67
MAI Capital Management
Ohio
$13.9K
VPIM
68
Vanguard Personalized Indexing Management
California
$13.8K +$13.8K +13,617 New
HighTower Advisors
69
HighTower Advisors
Illinois
$13.7K
CS
70
Capital Square
Tennessee
$13.4K
Raymond James Financial
71
Raymond James Financial
Florida
$13.3K -$141 -140 -1%
VF
72
Virtu Financial
New York
$13K +$13K +13,179 New
Ameriprise
73
Ameriprise
Minnesota
$12K +$24 +24 +0.2%
Corient Private Wealth
74
Corient Private Wealth
Florida
$11.1K -$197K -194,565 -95%
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$10.7K