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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 %
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$11.4K
NG
77
Northstar Group
New York
$11.1K
BBHC
78
Brown Brothers Harriman & Co
New York
$11.1K
STA
79
Summit Trail Advisors
New York
$10.9K
JF
80
Jump Financial
Illinois
$10.9K +$10.9K +10,182 New
MMPW
81
Mitchell McLeod Pugh & Williams
Alabama
$10.8K +$10.8K +10,060 New
AFA
82
American Financial Advisors
Georgia
$10.7K
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$9.14K +$3.14K +2,937 +52%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$8.5K +$3.01K +2,812 +55%
PD
85
Point72 (DIFC)
United Arab Emirates
$6.57K +$6.57K +6,144 New
SC
86
Swan Capital
Florida
$6.43K
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$4.87K -$45K -42,098 -90%
Barclays
88
Barclays
United Kingdom
$4K -$104K -93,778 -96%
IA
89
IFP Advisors
Florida
$3.34K +$126 +118 +4%
Simplex Trading
90
Simplex Trading
Illinois
$3K +$3K +3,001 New
GCM
91
Gables Capital Management
Florida
$2.92K -$54 -50 -2%
Osaic Holdings
92
Osaic Holdings
Arizona
$2.84K +$4 +3 +0.1%
SS
93
SBI Securities
Japan
$2.17K +$7 +7 +0.3%
AW
94
Avion Wealth
Texas
$2K
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$1.82K
WA
96
WPG Advisers
Maryland
$1.58K
Wells Fargo
97
Wells Fargo
California
$1.1K -$46.1K -43,064 -98%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$967 +$375 +351 +63%
RhumbLine Advisers
99
RhumbLine Advisers
Massachusetts
$843 -$79.7K -74,477 -99%
QL
100
Quarry LP
New York
$819 -$24 -22 -3%