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Wheels Up

90 hedge funds and large institutions have $365M invested in Wheels Up in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $903K | Put options by funds: $395K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.12% less ownership

Funds ownership: 3.97%3.85% (-0.12%)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

20% less funds holding

Funds holding: 11390 (-23)

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

64% less capital invested

Capital invested by funds: $1.02B → $365M (-$655M)

Holders
90
Holders Change
-23
Holders Change %
-20.35%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
22
Reduced
23
Closed
35
Calls
$903K
Puts
$395K
Net Calls
+$508K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
-$35.8K -973 Closed
WP
102
WealthShield Partners
North Carolina
-$33.5K -910 Closed
EL
103
EWA LLC
Pennsylvania
-$30.8K -837 Closed
AGAM
104
Audent Global Asset Management
California
-$29.8K -810 Closed
CFO
105
Callan Family Office
Pennsylvania
-$28.8K -782 Closed
Corient Private Wealth
106
Corient Private Wealth
Florida
-$25.7K -698 Closed
LPL Financial
107
LPL Financial
California
-$22.8K -619 Closed
MIC
108
Means Investment Company
Maine
-$22.1K -600 Closed
SG Americas Securities
109
SG Americas Securities
New York
-$20K -549 Closed
NG
110
Northstar Group
New York
-$19.1K -518 Closed
AFA
111
American Financial Advisors
Georgia
-$18.4K -500 Closed
WANY
112
Wealthspire Advisors (New York)
New York
-$12.7K -344 Closed
Russell Investments Group
113
Russell Investments Group
United Kingdom
-$11.8K -321 Closed
Citigroup
114
Citigroup
New York
-$4.21K -115 Closed
SWM
115
Spire Wealth Management
Virginia
-$2.76K -75 Closed
TRCT
116
Tower Research Capital (TRC)
New York
-$1.82K -49 Closed
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
-$1.66K -45 Closed
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
-$911 -40 -98%
AAP
119
Arax Advisory Partners
Colorado
-$682 -19 Closed
ASN
120
Advisory Services Network
Georgia
-$670 -18 Closed
HFS
121
Hughes Financial Services
Virginia
-$456 -18 Closed
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
-$432 -12 Closed
AF
123
Allworth Financial
California
-$299 -8 Closed
SWIM
124
Smallwood Wealth Investment Management
New Jersey
-$138 -4 Closed
PFBT
125
Parkside Financial Bank & Trust
Missouri
-$67 -2 Closed