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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 %
IRC
101
Investors Research Corp
Georgia
$433 405
TWD
102
True Wealth Design
Ohio
$261 243 +183 +305%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$251 235
Jones Financial Companies
104
Jones Financial Companies
Missouri
$143 116
FFA
105
Farther Finance Advisors
California
$122 114 -30 -21%
TIM
106
Total Investment Management
Arizona
$107 100 +100 New
KG
107
Kilter Group
New York
$55 51 +51 New
PFBT
108
Parkside Financial Bank & Trust
Missouri
$39 36
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$32 30
BWL
110
Bogart Wealth LLC
Virginia
$28 26
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21 20
BMC
112
Bear Mountain Capital
Washington
$17 12
AA
113
Ancora Advisors
Ohio
$16 15
NFSG
114
Newbridge Financial Services Group
Florida
$11 10
NL
115
Nuveen LLC
North Carolina
-147,024 Closed
Deutsche Bank
116
Deutsche Bank
Germany
-73,593 Closed
NW
117
NewEdge Wealth
Pennsylvania
-67,500 Closed
IIM
118
INTECH Investment Management
Florida
-62,127 Closed
Mirae Asset Global ETFs Holdings
119
Mirae Asset Global ETFs Holdings
Hong Kong
-53,751 Closed
CF
120
Corebridge Financial
Texas
-43,939 Closed
Invesco
121
Invesco
Georgia
-42,470 Closed
AllianceBernstein
122
AllianceBernstein
Tennessee
-40,920 Closed
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
-35,275 Closed
QC
124
Quadrature Capital
United Kingdom
-30,355 Closed
AI
125
Atom Investors
Texas
-28,425 Closed