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Wheels Up

96 hedge funds and large institutions have $1.6B invested in Wheels Up in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 20 closing their positions.

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
15
Reduced
17
Closed
20
Calls
$275K
Puts
$741K
Net Calls
-$466K
Net Calls Change
-$920K
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
-23,104 Closed
VF
102
Virtu Financial
New York
-21,247 Closed
CAN
103
Cetera Advisor Networks
California
-20,960 Closed
AGAM
104
Audent Global Asset Management
California
-16,209 Closed
Wolverine Trading
105
Wolverine Trading
Illinois
-16,010 Closed
TSS
106
Two Sigma Securities
New York
-14,078 Closed
RJFSA
107
Raymond James Financial Services Advisors
Florida
-10,583 Closed
QC
108
Quadrature Capital
United Kingdom
-10,060 Closed
CG
109
Cutler Group
California
-5,317 Closed
ASN
110
Advisory Services Network
Georgia
-330 Closed
WB
111
Webster Bank
Connecticut
-240 Closed
EWA
112
EverSource Wealth Advisors
Alabama
-212 Closed
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
-50 Closed
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
-10 Closed
AB
115
Amalgamated Bank
New York
-2 Closed
WA
116
Whitebox Advisors
Minnesota
PMFA
117
Plante Moran Financial Advisors
Michigan
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
WOC
119
West Oak Capital
California
$0 25
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
CFGS
121
Concourse Financial Group Securities
Alabama