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Wheels Up

118 hedge funds and large institutions have $599M invested in Wheels Up in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
24
Reduced
25
Closed
35
Calls
$296K
Puts
$15K
Net Calls
+$281K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Shares
Change %
DS
51
DRW Securities
Illinois
$25.8K +$25.8K +24,101 New
Hudson Bay Capital Management
52
Hudson Bay Capital Management
Connecticut
$25.3K +$25.3K +23,626 New
Creative Planning
53
Creative Planning
Kansas
$25.1K +$25.1K +23,471 New
GSC
54
Ground Swell Capital
South Carolina
$24.1K +$24.1K +22,502 New
CIBC Asset Management
55
CIBC Asset Management
Ontario, Canada
$22.9K
CS
56
Capital Square
Tennessee
$21.2K
AAS
57
Annex Advisory Services
Wisconsin
$19.8K
AWM
58
AE Wealth Management
Kansas
$19.5K
Cerity Partners
59
Cerity Partners
New York
$19.2K +$19.2K +17,949 New
ACP
60
Arcus Capital Partners
Georgia
$18.7K
SSA
61
Schonfeld Strategic Advisors
New York
$18.5K +$18.5K +17,331 New
Bank of America
62
Bank of America
North Carolina
$18.5K -$25.7K -23,979 -58%
LPL Financial
63
LPL Financial
California
$18.1K -$2.14K -2,000 -11%
UI
64
Unconventional Investor
New Hampshire
$17.8K
Group One Trading
65
Group One Trading
Illinois
$17.6K +$1.29K +1,202 +8%
EL
66
EWA LLC
Pennsylvania
$17.4K -$28.3K -26,446 -62%
AGAM
67
Audent Global Asset Management
California
$17.3K
CFO
68
Callan Family Office
Pennsylvania
$16.7K +$16.7K +15,638 New
Baird Financial Group
69
Baird Financial Group
Wisconsin
$16.1K +$16.1K +15,030 New
HighTower Advisors
70
HighTower Advisors
Illinois
$14.8K +$285 +266 +2%
MCM
71
MAI Capital Management
Ohio
$14.8K
Raymond James Financial
72
Raymond James Financial
Florida
$14.1K -$11 -10 -0.1%
Corient Private Wealth
73
Corient Private Wealth
Florida
$12.8K +$1.07K +1,002 +9%
CWM
74
CCG Wealth Management
California
$12.3K +$12.3K +11,500 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$12.1K -$194K -181,613 -94%