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Wheels Up

119 hedge funds and large institutions have $573M invested in Wheels Up in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
21
Reduced
32
Closed
12
Calls
$195K
Puts
$74K
Net Calls
+$121K
Net Calls Change
+$29K
Name Market Value Shares Shares
Change
Shares
Change %
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$559 553 +280 +103%
IRC
102
Investors Research Corp
Georgia
$409 405
CIAM
103
Caitong International Asset Management
Hong Kong
$372 368 +368 New
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$237 235 +235 New
FFA
105
Farther Finance Advisors
California
$141 144
Jones Financial Companies
106
Jones Financial Companies
Missouri
$118 116 +116 New
SCM
107
Sterling Capital Management
North Carolina
$93 92
SWIM
108
Smallwood Wealth Investment Management
New Jersey
$75 75 +75 New
TWD
109
True Wealth Design
Ohio
$61 60 +60 New
PFBT
110
Parkside Financial Bank & Trust
Missouri
$37 36
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$30 30
BWL
112
Bogart Wealth LLC
Virginia
$26 26 +26 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20 20
AA
114
Ancora Advisors
Ohio
$15 15
BMC
115
Bear Mountain Capital
Washington
$12 12
NFSG
116
Newbridge Financial Services Group
Florida
$10 10
TCM
117
Tradewinds Capital Management
Washington
$7 6 +6 New
First Trust Advisors
118
First Trust Advisors
Illinois
-766,168 Closed
Marshall Wace
119
Marshall Wace
United Kingdom
-69,807 Closed
MIM
120
MetLife Investment Management
New Jersey
-28,689 Closed
GAM
121
Gotham Asset Management
New York
-23,300 Closed
OC
122
Oarsman Capital
Wisconsin
-5,000 Closed
FMII
123
Farmers & Merchants Investments Inc
Nebraska
-500 Closed
S
124
SignatureFD
Georgia
-422 Closed
PA
125
Parallel Advisors
California
-290 Closed