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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, 23 increasing their positions, 25 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

1% less ownership

Funds ownership: 81.15%80.15% (-1%)

Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$296K
Puts
$15K
Net Calls
Net Calls Change

Top Buyers

1 +$1.53M
2 +$1.07M
3 +$795K
4
Goldman Sachs
Goldman Sachs
New York
+$411K
5
Marshall Wace
Marshall Wace
United Kingdom
+$222K
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
101
Brooklyn Investment Group
New York
$481
IRC
102
Investors Research Corp
Georgia
$433
TWD
103
True Wealth Design
Ohio
$261
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$251
Jones Financial Companies
105
Jones Financial Companies
Missouri
$143
FFA
106
Farther Finance Advisors
California
$122
TIM
107
Total Investment Management
Arizona
$107
SWIM
108
Smallwood Wealth Investment Management
New Jersey
$80
KG
109
Kilter Group
New York
$55
PFBT
110
Parkside Financial Bank & Trust
Missouri
$39
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$32
BWL
112
Bogart Wealth LLC
Virginia
$28
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21
BMC
114
Bear Mountain Capital
Washington
$17
AA
115
Ancora Advisors
Ohio
$16
NFSG
116
Newbridge Financial Services Group
Florida
$11
NL
117
Nuveen LLC
North Carolina
Deutsche Bank
118
Deutsche Bank
Germany
NW
119
NewEdge Wealth
Pennsylvania
IIM
120
INTECH Investment Management
Florida
Mirae Asset Global ETFs Holdings
121
Mirae Asset Global ETFs Holdings
Hong Kong
CF
122
Corebridge Financial
Texas
Invesco
123
Invesco
Georgia
AllianceBernstein
124
AllianceBernstein
Tennessee
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland