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Wheels Up

116 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, 23 increasing their positions, 25 reducing their positions, and 35 closing their positions.

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
23
Reduced
25
Closed
35
Calls
$52K
Puts
$15K
Net Calls
+$37K
Net Calls Change
-$84K
Name Market Value Shares Shares
Change
Shares
Change %
BBHC
76
Brown Brothers Harriman & Co
New York
$11.1K 10,358
STA
77
Summit Trail Advisors
New York
$10.9K 10,228
JF
78
Jump Financial
Illinois
$10.9K 10,182 +10,182 New
MMPW
79
Mitchell McLeod Pugh & Williams
Alabama
$10.8K 10,060 +10,060 New
AFA
80
American Financial Advisors
Georgia
$10.7K 10,000
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$9.14K 8,546 +2,937 +52%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$8.5K 7,945 +2,812 +55%
PD
83
Point72 (DIFC)
United Arab Emirates
$6.57K 6,144 +6,144 New
SC
84
Swan Capital
Florida
$6.43K 6,010
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$4.87K 4,554 -42,098 -90%
Barclays
86
Barclays
United Kingdom
$4K 3,614 -93,778 -96%
IA
87
IFP Advisors
Florida
$3.34K 3,118 +118 +4%
Simplex Trading
88
Simplex Trading
Illinois
$3K 3,001 +3,001 New
GCM
89
Gables Capital Management
Florida
$2.92K 2,725 -50 -2%
Osaic Holdings
90
Osaic Holdings
Arizona
$2.84K 2,094 +3 +0.1%
SS
91
SBI Securities
Japan
$2.17K 2,028 +7 +0.3%
AW
92
Avion Wealth
Texas
$2K 2,000
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$1.82K 1,700
WA
94
WPG Advisers
Maryland
$1.58K 1,475
Wells Fargo
95
Wells Fargo
California
$1.1K 1,029 -43,064 -98%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$967 904 +351 +63%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$843 788 -74,477 -99%
QL
98
Quarry LP
New York
$819 765 -22 -3%
EWA
99
EverSource Wealth Advisors
Alabama
$685 640 -28 -4%
BIG
100
Brooklyn Investment Group
New York
$481 449 +449 New