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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, 24 increasing their positions, 25 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
24
Reduced
25
Closed
35
Calls
$296K
Puts
$15K
Net Calls
+$281K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$685 -$30 -28 -4%
BIG
102
Brooklyn Investment Group
New York
$481 +$481 +449 New
IRC
103
Investors Research Corp
Georgia
$433
TWD
104
True Wealth Design
Ohio
$261 +$197 +183 +305%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$251
Jones Financial Companies
106
Jones Financial Companies
Missouri
$143
FFA
107
Farther Finance Advisors
California
$122 -$32 -30 -21%
TIM
108
Total Investment Management
Arizona
$107 +$107 +100 New
KG
109
Kilter Group
New York
$55 +$55 +51 New
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
-$148K -147,024 Closed
Deutsche Bank
118
Deutsche Bank
Germany
-$74.3K -73,593 Closed
NW
119
NewEdge Wealth
Pennsylvania
-$68.2K -67,500 Closed
IIM
120
INTECH Investment Management
Florida
-$62.7K -62,127 Closed
Mirae Asset Global ETFs Holdings
121
Mirae Asset Global ETFs Holdings
Hong Kong
-$54.3K -53,751 Closed
CF
122
Corebridge Financial
Texas
-$44.4K -43,939 Closed
Invesco
123
Invesco
Georgia
-$42.9K -42,470 Closed
AllianceBernstein
124
AllianceBernstein
Tennessee
-$41.3K -40,920 Closed
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
-$36K -35,275 Closed