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Wheels Up

117 hedge funds and large institutions have $573M invested in Wheels Up in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $195K | Put options by funds: $74K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

8% more funds holding

Funds holding: 108117 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.01% less ownership

Funds ownership: 4.07%4.06% (-0.01%)

38% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 32

39% less capital invested

Capital invested by funds: $938M → $573M (-$365M)

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
20
Reduced
32
Closed
12
Calls
$195K
Puts
$74K
Net Calls
+$121K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
101
Investors Research Corp
Georgia
$409
CIAM
102
Caitong International Asset Management
Hong Kong
$372 +$496 +18 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$237 +$330 +12 New
FFA
104
Farther Finance Advisors
California
$141
Jones Financial Companies
105
Jones Financial Companies
Missouri
$118 +$165 +6 New
SCM
106
Sterling Capital Management
North Carolina
$93
SWIM
107
Smallwood Wealth Investment Management
New Jersey
$75 +$110 +4 New
TWD
108
True Wealth Design
Ohio
$61 +$83 +3 New
PFBT
109
Parkside Financial Bank & Trust
Missouri
$37
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$30
BWL
111
Bogart Wealth LLC
Virginia
$26 +$28 +1 New
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20
AA
113
Ancora Advisors
Ohio
$15
BMC
114
Bear Mountain Capital
Washington
$12
NFSG
115
Newbridge Financial Services Group
Florida
$10
TCM
116
Tradewinds Capital Management
Washington
$7
First Trust Advisors
117
First Trust Advisors
Illinois
-$1.26M -38,308 Closed
Marshall Wace
118
Marshall Wace
United Kingdom
-$115K -3,490 Closed
MIM
119
MetLife Investment Management
New Jersey
-$47.3K -1,434 Closed
GAM
120
Gotham Asset Management
New York
-$38.4K -1,165 Closed
OC
121
Oarsman Capital
Wisconsin
-$8.25K -250 Closed
FMII
122
Farmers & Merchants Investments Inc
Nebraska
-$825 -25 Closed
S
123
SignatureFD
Georgia
-$696 -21 Closed
PA
124
Parallel Advisors
California
-$479 -15 Closed
LC
125
Lindbrook Capital
California
-$386 -12 Closed