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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
BBHC
76
Brown Brothers Harriman & Co
New York
$10.5K
STA
77
Summit Trail Advisors
New York
$10.3K
AFA
78
American Financial Advisors
Georgia
$10.1K
TRCT
79
Tower Research Capital (TRC)
New York
$9.69K +$633 +23 +5%
Legal & General Group
80
Legal & General Group
United Kingdom
$9.45K
AIP
81
Ameritas Investment Partners
Nebraska
$8.88K
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$6.56K
SC
83
Swan Capital
Florida
$6.07K
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$5.67K -$159K -5,761 -95%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$5.18K +$6.61K +240 +1,412%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$4K -$2.78K -101 -33%
ACM
87
Aster Capital Management
United Arab Emirates
$3.98K +$4.52K +164 New
IA
88
IFP Advisors
Florida
$3.03K
AB
89
Amalgamated Bank
New York
$3K
AW
90
Avion Wealth
Texas
$3K
GCM
91
Gables Capital Management
Florida
$2.8K -$55 -2 -1%
Osaic Holdings
92
Osaic Holdings
Arizona
$2.11K +$1.38K +50 +91%
SS
93
SBI Securities
Japan
$2.04K -$193 -7 -6%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$1.72K -$41.9K -1,520 -95%
WA
95
WPG Advisers
Maryland
$1.49K
KAS
96
Kestra Advisory Services
Texas
$1.07K +$1.46K +53 New
QL
97
Quarry LP
New York
$795 +$936 +34 +680%
EWA
98
EverSource Wealth Advisors
Alabama
$675 +$909 +33 New
T
99
Transce3nd
Texas
$606
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$559 +$386 +14 +100%