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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
AF
126
Allworth Financial
California
-$243 -7 Closed
US Bancorp
127
US Bancorp
Minnesota
-$221 -7 Closed
RS
128
R Squared
Hong Kong
-$33 -1 Closed
C
129
Covestor
United Kingdom
+$55 +2 +100%