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Wheels Up

206 hedge funds and large institutions have $269M invested in Wheels Up in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 31 closing their positions.

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
46
Reduced
49
Closed
31
Calls
$1.24M
Puts
$534K
Net Calls
+$709K
Net Calls Change
-$427K
Name Market Value Shares Shares
Change
Shares
Change %
PWM
126
Perigon Wealth Management
California
$41K 20,796 -2,100 -9%
AWA
127
Aaron Wealth Advisors
Illinois
$39K 20,000 -42,200 -68%
GL
128
Graypoint LLC
New York
$39K 20,024
TLP
129
Tri Locum Partners
New York
$39K 19,892 +19,892 New
RSWM
130
Robertson Stephens Wealth Management
California
$39K 20,000 +20,000 New
AB
131
Amalgamated Bank
New York
$39K 20,160 +20,160 New
Verition Fund Management
132
Verition Fund Management
Connecticut
$38K 19,289 +19,289 New
PAG
133
Private Advisor Group
New Jersey
$38K 19,700 +19,700 New
RC
134
Randolph Company
Ohio
$36K 18,374
SFG
135
SNS Financial Group
Minnesota
$36K 18,300
AC
136
Avestar Capital
New York
$36K 18,500 +6,500 +54%
Squarepoint
137
Squarepoint
New York
$35K 17,900 -20,146 -53%
PFM
138
Privium Fund Management
Netherlands
$35K 18,100 -14,100 -44%
ProShare Advisors
139
ProShare Advisors
Maryland
$35K 17,881 +17,881 New
KPWS
140
Kestra Private Wealth Services
Texas
$34K 17,600 +4,000 +29%
MML Investors Services
141
MML Investors Services
Massachusetts
$33K 16,902 +578 +4%
Osaic Holdings
142
Osaic Holdings
Arizona
$33K 17,090 +10,804 +172%
CWM
143
Capital Wealth Management
Rhode Island
$33K 17,042 +17,042 New
ASRS
144
Arizona State Retirement System
Arizona
$32K 16,547 -3,381 -17%
AGAM
145
Audent Global Asset Management
California
$32K 16,209 +16,209 New
T. Rowe Price Associates
146
T. Rowe Price Associates
Maryland
$30K 15,187 +15,187 New
AAM
147
Austin Asset Management
Texas
$29K 15,000
SVWAG
148
Sound View Wealth Advisors Group
Georgia
$29K 15,000
MWP
149
MYCIO Wealth Partners
Pennsylvania
$29K 14,756
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$29K 14,720 +14,720 New