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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.

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 Market Value Shares Shares
Change
Shares
Change %
NG
76
Northstar Group
New York
$10.5K 10,359
BBHC
77
Brown Brothers Harriman & Co
New York
$10.5K 10,358
STA
78
Summit Trail Advisors
New York
$10.3K 10,228
AFA
79
American Financial Advisors
Georgia
$10.1K 10,000
TRCT
80
Tower Research Capital (TRC)
New York
$9.69K 9,598 +461 +5%
Legal & General Group
81
Legal & General Group
United Kingdom
$9.45K 9,398
AIP
82
Ameritas Investment Partners
Nebraska
$8.88K 8,787
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$6.56K 6,499
SC
84
Swan Capital
Florida
$6.07K 6,010
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$5.67K 5,609 -115,213 -95%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$5.18K 5,133 +4,803 +1,455%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$4K 4,181 -2,026 -33%
ACM
88
Aster Capital Management
United Arab Emirates
$3.98K 3,287 +3,287 New
IA
89
IFP Advisors
Florida
$3.03K 3,000
AB
90
Amalgamated Bank
New York
$3K 3,103
AW
91
Avion Wealth
Texas
$3K 2,000
GCM
92
Gables Capital Management
Florida
$2.8K 2,775 -50 -2%
Osaic Holdings
93
Osaic Holdings
Arizona
$2.11K 2,091 +998 +91%
SS
94
SBI Securities
Japan
$2.04K 2,021 -148 -7%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$1.72K 1,700 -30,400 -95%
WA
96
WPG Advisers
Maryland
$1.49K 1,475
KAS
97
Kestra Advisory Services
Texas
$1.07K 1,056 +1,056 New
QL
98
Quarry LP
New York
$795 787 +693 +737%
EWA
99
EverSource Wealth Advisors
Alabama
$675 668 +666 +33,300%
T
100
Transce3nd
Texas
$606 600